Mandarin Oriental, Miami
M&A Symposium Speakers
Managing Principal, Morrissey Goodale
For over twenty years, Mick has been advising architecture, engineering, planning and environmental consulting firms. Prior to co-founding Morrissey Goodale LLC, Mick served as Director of Strategic Growth for PBS&J, one of the nation’s leading EA firms. For a decade before that he developed and led the premier management consulting business serving the AEP & Environmental Consulting industry. Mick speaks regularly on the topics of strategic planning, mergers and acquisitions, organization structure and leadership development and transition.
Nick Belitz, CVA
Principal, Morrissey Goodale
Nick heads Morrissey Goodale’s merger and acquisition practice, and is also involved in the firm’s sell-side engagements, financial advisory, and strategic business planning projects. His expertise lies in financial analysis, forecasting, reporting, deal structure and strategic business analysis. Previously, Nick worked as an analyst for Encana Oil & Gas. Prior to that, he developed and oversaw construction of light industrial projects in the Western United States while at Ascendant Development Corporation.
George E. Christodoulo
Partner, Lawson & Weitzen, LLP
George E. Christodoulo is a corporate lawyer who has spent over thirty-five years in private practice. He has extensive experience in providing legal services to a/e/c firms on a national basis, with an emphasis on ownership transition, mergers and acquisitions, fiduciary duties of directors, professional licensure and termination of principals. He has completed over 160 transactions among AEC firms in the US and Canada, representing both buyers and sellers.
David M. Sullivan, Jr., CPA
Partner, DGC (DiCicco, Gulman & Company LLP)
David is a partner in the firm’s commercial business group and has approximately 30 years of experience providing audit and advisory services to closely-held and family-owned businesses in a variety of industries. David co-leads DGC’s Architecture & Engineering practice and represents firms across the country. He and his team have advised on over 100 M&A transactions of AE & environmental consulting firms.
Joseph Amy, CPA
Director, Acquisitions, Stantec (ENR #9)
Joe joined Stantec through the acquisition of Greenhorne & O’Mara in December 2012 and has spent the past 7 years in Stantec’s M&A group, working both acquisitions and divestitures. In his 30+ years of experience, Joe has worked in Corporate Accounting, Finance, M&A and Operations Leadership roles in such diverse industries as Home Building, Commercial Banking, Health Care and A/E Consulting.
CEO AEC Portfolio, NewHold Enterprises
Kurt lead’s the AEC platform of NewHold Enterprises. NewHold is a long-term investment holding company supporting middle market firms through capital investment and industry experience. In November of 2019, NewHold announced that it had entered into a strategic partnership with PRIME AE Group Inc. (Baltimore, MD) (ENR #221) to provide investment in PRIME AE’s long-term growth and success in the AE industry. An accomplished industry executive with over thirty years of experience, Kurt offers guidance in the identification of acquisition targets, valuation, due diligence through closing, integration of firms, and driving cultural performance and growth. Prior to joining NewHold, Kurt served in leadership roles within the AE industry, most recently as President & CEO of Michael Baker International (ENR # 29).
John Carrato, SE, PE
President & CEO, Alfred Benesch & Company (ENR #132)
Under John’s leadership, Benesch has grown significantly over the last 10 years – From a 210-person firm in 2009, to currently over 740 employees in 35 offices. Through a thoughtful and measured growth plan, facilitated by nine mergers as well as organic growth, the company has added services and significantly expanded their geographic reach. As President & CEO, John is responsible for achieving the goals established in Benesch’s long-term strategic plan, and as such, he leads the team responsible for evaluating M&A opportunities. He will share his insights on lessons learned and best practices for firms in a purchasing position.
Darren Conner, PE
President, Dewberry Engineers Inc. (ENR #38)
Darren serves as President of Dewberry Engineers Inc., the nationwide engineering practice of Dewberry (ENR #38). In this role he oversees operations within more than 50 offices nationwide. Darren previously held the position of president of Dewberry’s southeast division, directing approximately 500 personnel in 24 offices. Darren has been with Dewberry for over 30 years, and has been instrumental to the firm’s growth. In recent years he has led the acquisition and integration of two Florida engineering firms, adding nearly 250 employees to the firm.
Brian Curley, AIA
President, CHA Architecture, A CHA Company (ENR #56)
Brian Curley, AIA, LEED AP, is President of CHA Architecture (formerly PDT Architects), a full-service architecture and design firm based in Portland, Maine. The firm was acquired by CHA Consulting, Inc. (CHA) (ENR #56) in October 2017 and rebranded as CHA Architecture in July 2019. As President, Brian led the acquisition, integration and rebranding efforts for the firm. Brian has more than 35 years of architectural experience specializing in corporate and interiors projects for colleges/universities, historic structures, housing, retail and corporate offices.
Lorraine Green, PE
President, Pond & Company (ENR #107)
Lorraine serves as president of Pond & Company, a top ranked, full-service architecture, engineering, planning and construction firm with 20 offices and over 550 employees. Lorraine joined Pond in 2008 and was instrumental in growing the firm’s Energy Division prior to becoming president in 2018. Earlier this year, in a move that has provided capital to allow Pond to grow and create greater value for clients and expanded opportunities for employees, Pond partnered with private equity investment firm DC Capital Partners.
Leila Jammal, PE
Executive Vice President Strategic Growth Initiatives,
NV5 Global (ENR #34)
Leila serves as Executive Vice President focused on growth initiatives, specifically mergers & acquisitions, for NV5. NV5 is an industry leading engineering and consulting firm providing Construction Quality Assurance, Infrastructure, Energy, Program Management and Environmental solutions, and currently employs over 2,000 professionals across more than 100 offices worldwide. NV5 has expanded its business in recent years through multiple acquisitions and Leila is currently leading the NV5 integration process for one of the firm’s recent acquisitions.
Director of Mergers & Acquisitions and Integration, Atlas
Jonathan is responsible for M&A strategy and execution for Atlas, a leading provider of professional testing, inspection, engineering and consulting services with more than 100 offices in 40 states and 3,200+ employees. Jonathan’s responsibilities include sourcing opportunities, negotiations, due diligence, and integration. Prior to joining Atlas, Jonathan served as Director of M&A and Integration for ATC Group Services. Over his career, Jonathan has worked in a number of functional areas including M&A, integration, finance, operations management and improvement and sales—almost exclusively with engineering and consulting firms.
Phil Ramlet, PE
Infrastructure Market Leader, WI
OMNNI Associates, a Westwood company (ENR #170)
Phil served as president/CEO of OMNNI Associates, a full-service engineering, architecture, and environmental consulting firm, which joined Westwood Professional Services (ENR #170) in June of 2019. Phil has over 30 years of consulting experience. Along with being a strategic leader, he has extensive expertise with design, management, and administration of public and private sector projects, as well as real estate negotiation services on transportation infrastructure projects.
Projects Director, BST Global
Eddie has spent the past 20 years focused on systems development, implementation and integration. Eddie joined BST Global in 2006 and has helped define BST’s project delivery methods focusing on efficient and predictable results for software implementation and system integration projects. In addition to Eddie’s project delivery oversight and leadership responsibilities, he often acts as a direct project manager on system and data integration projects supporting the success of corporate mergers for both acquired and acquiring firms.
Principal Consultant, Morrissey Goodale
Brendon specializes in strategy and sell-side M&A engagements for architecture, engineering, and environmental consulting firms nationwide. He has also served in several executive leadership roles spanning across multiple industries including, finance, technology, compliance and energy. He received his MBA in Finance from California Lutheran University and BS in Business Administration from California State University Channel Islands.
Jeff Lookup, CM&AA
Principal Consultant, Morrissey Goodale
Jeff leads strategy and M&A engagements for North American and overseas clients. He has over 30 years’ experience in sales and operations within the consulting engineering and construction industry. Prior to joining Morrissey Goodale, Jeff was Director of Strategic Growth and Development for KCI Technologies (ENR # 65). He was responsible for firm-wide strategic growth initiatives, including long range and annual corporate, business unit and regional business planning. He also oversaw the firm’s M&A program.
EARLY BIRD PRICING
Expires midnight on December 27th……. $945
After December 27th…….. $1,145
Your registration fee includes the welcome reception on January 22nd, the full day of events and materials on January 23rd, as well as breakfast, lunch, and a post-conference cocktail reception.
“Kleinfelder has benefited by sending several of our executive team members to various regional symposiums. The knowledge gained and networking are extraordinary.”
Senior VP, Strategic Growth, Kleinfelder (ENR # 67)
“I thoroughly enjoyed Morrissey Goodale's SE States M&A Symposium. It was an informative, concise summary of M&A trends in the industry.”
CFO, Hull & Associates, Inc. (ENR # 464)
“Great program and content on the state of the industry regarding M&A's”
SVP, Director of Strategic Growth, Pennoni (ENR # 80)
“Great speakers and presentations with timely insights into industry trends. Must attend to anyone considering M&A as part of their succession planning.”
President/CEO, Coastal Engineering Company
“Terrific program, well worth the time. I learned more than I expected, and more than I usually do at conferences.”
President/CEO, SBA Global
What People Say
This symposium exceeded my expectations by not only including experts in the field of M&A, but by also including firms who shared all aspects of their merger or acquisition in panel sessions.Dawn Antonucci Dawn Antonucci, Vice President, Towill, Inc.I thought both the content of the seminar and the quality of the attendees was top-notch.John Kissinger President & CEO, GRAEF (ENR #374)
The Morrissey Goodale symposium was a thorough and detailed presentation into subject of M&A and the options available should an ownership transition be on the horizon. Time well spent from my perspective.Fraser Smith Principal and Co-founder, Mendenhall Smith Structural EngineersBest networking Event I have ever attended. All decision makers of the top firms in our industry.Jim Tull Chief Financial Officer, Crafton Tull (ENR #416)
I thoroughly enjoyed the symposium. It had just the right balance of presentations, panel discussions, and opportunities for networking. The hosts did an excellent job developing and delivering the program.Cortney Brand President/CEO, Leonard Rice EngineersThe symposium was a great opportunity for both the beginner and the veteran M&A professional in the A&E field to get updated on current trends, market activity and the specifics of the deal. I learned a lot.Dina Rochford Principal, Leighton (ENR #379)