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October 16-18, 2024 | Houston, TX
Texas and the South
M&A and Business Symposium
Symposium Schedule
Wednesday, October 16
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, october 17-18
Symposium Sessions & Networking
Location
The Post Oak Hotel at Uptown, Houston, Texas
Agenda
2:30pm – 3:30pm
AND
4:00pm – 5:00pm
Concurrent Let’s Get Down to Business Workshops
Kick off your Symposium experience with one of our five, to-the-point, all-business, no-filler, best-practice, data-driven workshops designed to help you take your business to where you want it to be. Each workshop wraps up with a handy set of “next steps” for you to take back to your firm so you can begin to implement new ideas immediately. For your convenience and choice, each workshops is offered twice from 2:30 PM to 3:30 PM and again from 4:00 PM to 5:00 PM.
WORKSHOP 1
2:30pm – 3:30pm | 4:00pm – 5:00pm
Seven Ways to Increase Your Firm’s Value in Seven Months
Learn the seven most impactful things you and your team can do to increase your firm’s value this year.
Your Let’s Get Down to Business coach:
Nate Wentworth, Senior Consultant – Morrissey Goodale
WORKSHOP 2
2:30pm – 3:30pm | 4:00pm – 5:00pm
Strategy: Take time to work ON your business and not just IN your business
Choose this workshop to learn (a) how to craft a plan to take your firm to the next level, and (b) the best practices to make your strategic plan a reality.
Your Let’s Get Down to Business coach:
Sarah Thornhill, Consultant – Morrissey Goodale
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale
WORKSHOP 3
2:30pm – 3:30pm | 4:00pm – 5:00pm
AI for the AE CEO: Making AI a competitive advantage for your firm
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm for increased profits.
Your Let’s Get Down to Business coaches:
Brendon Cussio, Principal – Morrissey Goodale
Gary McClure, Senior Consultant – Thrivence
WORKSHOP 4
2:30pm – 3:30pm | 4:00pm – 5:00pm
Private Equity: What’s it all about and is it right for you?
Private Equity is changing the face of the industry, and the fortunes of many firms. Choose this workshop to demystify Private Equity and figure out if it makes sense for your firm.
Your Let’s Get Down to Business coach:
Nick Belitz, Principal – Morrissey Goodale
WORKSHOP 5
2:30pm – 3:30pm | 4:00pm – 5:00pm
Ownership Transition: Simple, not easy
This is the workshop for firm leaders who want to (a) understand how to transfer ownership internally, and (b) the sequence of steps and activities required to pass the baton to the next generation.
Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor – Morrissey Goodale
Opening Reception
Willie G’s Seafood – adjacent to the Post Oak Hotel.
Network with AE industry executives, investors, and experts from across the U.S. and beyond while enjoying cocktails and hors d’oeuvres.
Agenda
Breakfast
Grand Ballroom II
Start your day with breakfast and making valuable connections with industry executives and investors.
Opening Remarks
Grand Ballroom I
Mick Morrissey, Managing Principal – Morrissey Goodale
State of the Industry
Grand Ballroom 1
Nick Belitz and Megan Miller reference a wealth of proprietary and up-to-the-minute, year-to-date data from Morrissey Goodale and the latest Deltek Clarity Report (for a combined data set of over 600 industry firms) to share how the AE industry is performing now and what lies ahead.
PRESENTERS
Nick Belitz, Principal – Morrissey Goodale
Megan Miller, Director of Product Marketing – Deltek
Presentation of the 2024 Best Post-Transaction Performance Award
Grand Ballroom I
The Morrissey Goodale team will present the Best Post-Transaction Performance Award to this year’s recipients.
Networking Break
Grand Foyer South
CEO Strategy Panel: A view from the top
Grand Ballroom I
CEOs from some of the industry’s top firms discuss the state of the industry and where it’s headed. They’ll share their views on the trends that are reshaping how business gets done and the potential disruptions that lie ahead.
PANELISTS
John H. Baker III, Chairman & CEO – Thompson Holdings (ENR #200)
Neil Churman, President – Woolpert (ENR #47)
Andra Kidd, CEO – Spheros Environmental
MODERATORS
Karen Erger, Senior Vice President & Director of Practice Risk Management – Lockton
Mick Morrissey, Managing Principal – Morrissey Goodale
Networking Lunch
Grand Ballroom II
Continue your day dining and making valuable connections with industry executives and investors.
Buyers Best Practices Panel
Grand Ballroom I
Panelists in this panel discussion come together to share the best practices that make them some of the best acquirers in the industry and describe how they are viewing the market in 2024.
PANELISTS (ADDITIONAL PANELISTS TO BE ANNOUNCED)
Daniel Forguson, CVA, CPA, Chief Financial Officer – The HFW Companies
MODERATOR
Lisa Elster, Consultant – Morrissey Goodale
Networking Break
Grand Foyer South
Sellers Share their Stories Panel
Grand Ballroom I
Selling or recapitalizing your firm is one of the most important decisions that you can make. And you want to do it right. And you really only want to do it once. This panel discussion brings together CEOs from Texas and the South who have recently sold their firms to share their stories and answer your questions about what it takes to successfully sell or recapitalize your firm.
PANELISTS (ADDITIONAL PANELISTS TO BE ANNOUNCED)
Cristina Criado, Vice President and Principal – Dunaway (formerly President/CEO, CRIADO & Associates)
Michel Maksoud, Sr. Director, Texas Operations – Gannett Fleming (ENR #29) (formerly CEO, DEC)
MODERATOR
Nate Wentworth, Senior Consultant – Morrissey Goodale
Networking Break
Grand Foyer South
The 1000 Club
Grand Ballroom I
This panel brings together deal advisors and experts who between them have advised on over 1000 transactions to share their observations on the market, the emerging trends and terms they are seeing in deals in 2024, and their advice for buyers and sellers now.
PANELISTS
Darren S. Black, J.D., National Professional Services Practice Leader – Risk Strategies
George E. Christodoulo, Partner – Lawson & Weitzen, LLP
Brendon Cussio, Principal – Morrissey Goodale
David M. Sullivan, Partner – PKF O’Connor Davies
MODERATOR
Katharine Van Leer, Consultant – Morrissey Goodale
Networking Reception
Grand Foyer South
Continue your networking with cocktails and hors d’oeuvres.
Agenda
Networking Breakfast
Grand Ballroom II
Start your day with breakfast and making valuable connections with industry executives and investors.
KEYNOTE: The economic outlook for the U.S., Texas and the Southern States
Dr. Ray Perryman, President and CEO – The Perryman Group
Grand Ballroom I
Called a “genius” by the Wall Street Journal, the “unofficial state economist” by the New York Times, and “the most quoted man in Texas” by Texas Monthly, Dr. Ray Perryman, President and CEO of The Perryman Group, will be addressing the economic outlook for Texas and the surrounding southern states.
Networking Break
Grand Foyer South
AE and Environmental Industry M&A Trends and Valuations
Grand Ballroom I
Nick Belitz and Jon Escobar team up to bring you the latest M&A trends and deal prices – nationally and in Texas and the Southern States.
Closing Remarks
Grand Ballroom I
Nick Belitz, Principal, Advisory Services – Morrissey Goodale
The reviews are in:
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Your registration fee includes the business workshops and opening cocktail reception on October 16, the full day of events, materials and reception on October 17, and breakfast and half day sessions on October 18.
Engineering Registered Continuing Education Program
Earn 8.75 Professional Development Hours
Morrissey Goodale has met the standards and requirements of the Registered Continuing Education Program. Credit earned on completion of this program will be reported to RCEP. Certificates of Completion will be issued to all participants. Complaints regarding registered providers may be sent to RCEP at www.RCEP.net