M&A Symposium

Zweig Group

M&A Next Symposium

Tampa Bay, Florida | September 17
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Want to dive into the “next” practices in the world of M&A?

This highly interactive event is designed to provide M&A education and practical application through interactive roundtable discussions, thought leadership from expert panelists, and focused networking to connect leaders from across the country. You will end the day better informed about the opportunities for M&A as a growth strategy.

Thank you to our M&A Next Sponsor

M&A Next Speakers

Ben Smith
Partner
About The Speaker
Chad Clinehens
President & CEO
About The Speaker
George E. Christodoulo
Partner
About The Speaker
Taylor Dolan
Member
About The Speaker
Tracey Eaves
Director, Valuation Advisory Services
About The Speaker
Rod Finkle
Principal
About The Speaker
Joseph Furey
President & CEO
About The Speaker
Peter Grupp
Partner
About The Speaker
Rob Hughes
Senior Vice President
About The Speaker
Kevin Johns
Partner
About The Speaker
Sarah Kinard
Market Research Partner
About The Speaker
Brian T. Kirkpatrick
Board Member & Investor
About The Speaker
Steve Lucy
Executive Principal
About The Speaker
Tom Marchetti
Senior Vice President / Partner
About The Speaker
Will Swearingen
Principal & Director of Ownership Transition
About The Speaker

Monday, September 16, 2024

3:00pm
M&A Next Registration open
4:30pm
Welcome cocktail reception
5:00pm
Bayside Chat with Cocktails - Evolution of deal making - Multiple generations of insights into AEC M&A

with George Christodoulo and Peter Grupp

5:45pm
Cocktail reception continues

Tuesday, September 17, 2024

7:30am
M&A Next Breakfast
8:30am
Welcome & Valuation, Multiples, and What's Next in M&A in AEC

with Tracey Eaves

9:00am
Opening Keynote: Deal Structure and Integration: Capturing the Hearts and Minds in Acquisitions

with Joe Furey

10:00am
Networking break
10:15am
Hot M&A Topic Roundtables

Roundtable discussions facilitated by subject matter experts. You can choose up to six of ten available sessions.

12:00pm
Lunch Learning Session: Getting Your Firm Ready to Buy or Sell

with Will Swearingen

1:00pm
Breakout Session One

A: Legal Considerations to Understand as a Seller with Taylor Dolan

B: Latest Trends on EBITDA Multiples and Deal Structures - Short and Long-Term Approaches with Tracey Eaves, Joe Furey, Brian Kirkpatrick

2:00pm
Networking break
2:15pm
Breakout Session Two

A: Engineering M&A Excellence: Insights from 19 Successful Acquisitions with Rod Finkle

B: Navigating M&A: From Uncertainty to Confidence with Kevin Johns and Ben Smith

3:15pm
Networking break
3:30pm
Breakout Session Three

A: Risk Management in M&A with Rob Hughes

B: How We Chose Our Partner – Why We Sold and the Unique Process We Follow with Steve Lucy

4:30pm
Networking break
5:00-7:00pm
M&A Next Closing Reception + ElevateAEC Welcome Reception

Mergers & Acquisitions

Resources

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