Online Learning
Real Talk on AEC M&A: Strategy, Trends, & What to Watch
- Regular price
- $0.00
M&A momentum in the AEC industry hasn’t slowed—it’s accelerating. Join Zweig Group and Stambaugh Ness for a candid conversation on what’s really driving the market in 2025. We’ll tackle the big questions firm leaders are asking: What’s influencing today’s valuations? Is private equity still a smart path? When should leadership bring in advisors—or their internal team? This session skips the spreadsheets and dives into strategy, offering insight, perspective, and plenty of real talk from industry insiders. Whether you're buying, selling, or just staying market-aware, this is your Q2 pulse check.
Learning Objectives:
- Assess the current state of M&A activity in the AEC industry and understand its implications for firm strategy.
- Explore common questions and concerns from AEC firms considering growth through M&A; and the strategic role of advisors in navigating them.
- Understand the evolving dynamics of AEC firm valuations and how market sentiment is shaping buyer behavior in early 2025.
- Identify common misconceptions about private equity and how different PE approaches can influence transition outcomes and culture.
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Tracey EavesManaging Director, Transition Consulting Tracey Eaves is a seasoned valuation expert with decades of experience and started specializing in AEC firms in 2010. Since then, Tracey has completed valuations for a diverse range of businesses, from small enterprises to multi-million-dollar operating companies and holding companies with complex asset portfolios. Her expertise spans assignments across the United States, as well as abroad. Tracey is a widely recognized expert witness in business valuation litigation matters, trusted for her meticulous analysis and clear communication in high-stakes cases. |
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Jeff Adams Director, Mergers & Acquisitions With over a decade of experience in the AEC industry, Jeff Adams is a seasoned M&A advisor who helps firms achieve their strategic growth objectives. As Director of SN’s Merger and Acquisitions practice area and Certified M&A Advisor, he leads the M&A team, partnering with architecture, engineering, and construction firms on both the buyer and seller sides to strategically position them for greater future success. Jeff has successfully advised numerous M&A transactions, ensuring smooth and successful transitions for his clients. He also hosts the popular AEC Unscripted: M&A Edition podcast, where he shares insights and best practices with AEC leaders, including executives from ENR Top 500 firms. |
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Will SwearingenSr Director, Transition Consulting A seasoned transition consultant with a strong background in financial modeling, strategic planning, and ownership transitions, he brings analytical expertise to every engagement. Since joining Zweig Group in 2016, Will has worked with management teams all across the U.S. to develop tailored ownership transition plans, ranging from straightforward one-to-one transactions to complex, multi-stakeholder transitions requiring in-depth modeling and education. Coming from a long line of architects, he is deeply committed to the success and longevity of AEC firms. His expertise spans key areas critical to successful transitions: :: Ownership transition planning |
Participants of this live webinar received 1 LU/PDH credit with a certificate of completion indicating the hour earned for self-reporting. Zweig Group is an approved CE provider with the American Institute of Architects (AIA) and SHRM.
Regarding CPE credit–
Prerequisites: None
Advanced Prep: None
Credit Type: Business Management & Organization
Amount of CPE: 1 credit
Program Level: Basic
Delivery Method: Group Internet Based
Stambaugh Ness is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org