M&A Symposium

M&A Next Symposium

FRISCO, Texas | September 13

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.


2023 M&A next Speakers

Darin Anderson
Chairman & CEO
About The Speaker
Gary Cooley
Chief Financial Officer + Chief Corporate Development Officer
About The Speaker
Tracey Eaves
Director, Valuation Advisory Services
About The Speaker
Dave Guetig
About The Speaker
Peter Grupp
About The Speaker
Grayson Hale
About The Speaker
Betsy Hurner
Vice President, Corporate Development
About The Speaker
Frank Joanlanne
Senior Vice President of Corporate Development & Digital Initiatives
About The Speaker
Kevin Johns
About The Speaker
Sarah Kinard
Market Research Partner
About The Speaker
Thomas McCarthy
Chief Executive Officer
About The Speaker
Amber Milot
VP, Director of Mergers & Acquisitions
About The Speaker
Tony Mirchandani
Chief Executive Officer
About The Speaker
Gen Oraa
Partner, Transaction Advisory Services
About The Speaker
Jonathan Parnell
Chief Strategy Officer
About The Speaker
Justin Ramirez
Director, Mergers & Acquisitions
About The Speaker
Mick Renshaw
Chief Executive Officer
About The Speaker
Bo Sutton
Co-Founder and Partner
About The Speaker
Tom Secker
SVP, Corporate Development
About The Speaker
Will Swearingen
Principal & Director of Ownership Transition
About The Speaker

Tuesday, September 12, 2023

3:00 pm
Registration Table Opens
4:30-6:30 pm
Welcome Reception

Sponsored by Wipfli

5:00-5:45 pm
Opening Fireside Chat - M&A Perspectives: Anatomy of a Deal

with Thomas McCarthy & Andy Chavez

Wednesday, September 13, 2023

7:30-8:30 am
8:30-9:00 am
State of M&A in the AEC Industry: Review of the record-breaking M&A activity in 2023 and the key trends that will impact M&A Next

with Justin Ramirez

9:00-10:00 am
Insights Panel: AEC Industry Deal Dynamics & Influencers

with Drake Hamilton, Gary Cooley, Jonathan Parnell, & Gen Oraa

10:15-11:00 am
Small Group Roundtables
11:00-12:00 pm
Perspectives on Firm Valuation: A conversation from both sides of the table

with Drake Hamilton, Tracey Eaves & Tom Secker

Networking Lunch

Sponsored by Unanet

1:00-2:00 pm
Breakout Sessions

A: Legal & Tax Considerations Special Topics: Unique entity structures, transaction vehicles, and other reasons you need sound legal help
- with Grayson Hale, Peter Grupp, & Kevin Johns

B: Experience Roundtable – Q&A on anything and everything M&A with experts who have seen it all
- with Dave Guetig & Darin Anderson

2:15-3:15 pm
Breakout Sessions

A: Leading with Culture: Integration best practices and keeping a recruiting mindset throughout M&A
- with Frank Joanlanne, Amber Millot, & Betsy Hurner

B: Implications of AI in M&A
- with Sarah Kinard, Kristin Kautz, & Tony Mirchandani

3:30-4:30 pm
Closing Coffee Roundtables
5:00-6:30 pm
ElevateAEC Welcome Reception

Mergers & Acquisitions


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