ZweigWhite Management Series: Mergers & Acquisitions
Continuing Education

This seminar qualifies for 6.0 credit hours.

 

Event Overview

The continuing pace of transactions in the A/E industry in spite of the slow economy and tight credit market is evidence that acquirers continue to favorably view mergers and acquisitions as a means of strategic growth. It also reflects an increasing willingness for A/E firm owners to consider an outside sale as their exit strategy.

It’s therefore very possible, even probable, that at some point you will consider the acquisition of another firm or merging or selling your firm to another. The problem is that many A/E firm owners and managers just don’t know the right questions to ask. Where do you start? How do you find and evaluate good candidates that might be willing to buy or sell? How do you value and structure a transaction? What are the most common mistakes in the integration process?

This intensive workshop is team taught by George Christodoulo, Esq, an attorney with 30 years of experience guiding merger & acquisition transactions from letter of intent through closing, and Steve Gido, CFA, a principal and director of ZweigWhite’s merger & acquisition consulting practice. The interactive program draws from the presenters’ extensive experience, ZweigWhite’s latest research data, and culminates in a deal negotiation exercise. Class sizes are kept small to allow ample time for discussion of participants’ unique circumstances and challenges.

This program is presented by experts who have facilitated hundreds of deals for A/E firms. Meet the Presenters

The agenda covers the logistics of mergers and acquisitions from A to Z and includes information from A/E firm case studies. Here’s a sample of what you will learn:

  • Current industry M&A trends and the goals and objectives of your competitors
  • How to interpret the motivations of buyers and sellers to help you formulate your own firm's M&A strategy
  • Valuation! How buyers and sellers approach valuation and why they differ
  • The complete M&A process and the decisions both buyers and sellers must make at every step of the way
  • Different deal and tax structures and how to determine which ones favor buyers and which favor sellers
  • How to make your stock more valuable
  • Methods for estimating likely valuations
  • The latest information on tax issues
  • How to prevent your transaction from going bad
  • How to formulate your M&A negotiation strategy by participating in a mock-deal negotiation with the goal of drafting a letter of intent

Your course fee includes a comprehensive seminar workbook, continental breakfast, lunch and refreshments on the day of the event. Plus, you’re invited to network with program presenters and other attendees from forward-thinking A/E/C and Environmental consulting firms.

Who Should Attend

  • Presidents, CEOs, CFOs, and COOs of architecture, engineering, planning, environmental consulting, and construction businesses
  • AEC firm owners
  • AEC firm marketing professionals
  • Legal, accounting, insurance, consulting, and advisors specialized in the AEC industry

Testimonials from Past Attendees:

“Very good seminar with good blend of true case study and teaching material"
Gary Davidson, Principal
Taylor


"Excellent guide for buyers & sellers- good reference, information to use in connect with M&A professional assistance"
Jeannine Martin, Business Development Manager
AMEC


"But were excellent and extremely knowledgeable. I would feel very comfortable with either in my corner"
Scott Smith, Associate
SEC Group Inc.


"Excellent introductory course for anyone with ownership in an A/E firm. This topic will have to be addressed eventually by all owners"
Robert A. Bass, President
Hartrampf Engineering, Inc.


"Answered all of my questions and then some"
David Freund, Business Manager
TVGA Consultants


“Steve knows his material and supplements it with practical examples and scenarios that make event the most complex issues understandable"
Richard A. Mangum, President
TBP/Architecture Inc.

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(formerly known as Mergers and Acquisitions Essentials for A/E firms)




 

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