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

Gary Cooley
Chief Financial Officer + Chief Corporate Development Officer
About The Speaker
Tracey Eaves
Valuation Consultant
About The Speaker
Dave Guetig
About The Speaker
Peter Grupp
About The Speaker
Grayson Hale
About The Speaker
Jake Hillmann
Principal • Chief Strategy Officer
About The Speaker
Betsy Hurner
Vice President, Corporate Development
About The Speaker
Kevin Johns
Shareholder, A&E Industry Leader
About The Speaker
Sarah Kinard
Market Research Partner
About The Speaker
Thomas McCarthy
Senior Principal
About The Speaker
Gen Oraa
Partner, Transaction Advisory Services
About The Speaker
Johnathon Parnell
Chief Strategy Officer
About The Speaker
Mick Renshaw
Chief Executive Officer
About The Speaker
Bo Sutton
Co-Founder and Partner
About The Speaker
Will Swearingen
Principal & Director of Ownership Transition
About The Speaker

Tuesday, September 12, 2023

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

Sponsored by Clayton & McKervey

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

with Thomas McCarthy - Page Southerland Page

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

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

with Gary Cooley, Johnathon 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 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 good legal help

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

2:15-3:15 pm
Breakout Sessions

A: Leading with Culture: Integration best practices and keeping a recruiting mindset throughout M&A

B: Implications of AI in M&A

3:30-4:30 pm
Closing Coffee Roundtables
5:00-6:30 pm
M&A Next and ElevateAEC Welcome Reception

Mergers & Acquisitions


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