SEPTEMBER 8-9
SAN ANTONIO, TX
MONDAY, SEPTEMBER 8, 2025
LOCATION
Bowie Prefunction
3:00 PM M&A Next Check-In Opens
SPONSORED BY
Welcome Cocktail Reception A San Antonio Growth Story – A Journey Through a Legacy Firm, a Partnership, and the Strategic M&A Decisions that Changed the Game with Gene Dawson, Brian Kirkpatrick, Tracey Eaves, Mitch Fortner, and Peter Grupp
4:30 PM - 7:00 PM
Bowie A/B/C
TUESDAY, SEPTEMBER 9, 2025
LOCATION Prefunction A Level 2
7:30 AM Breakfast
8:30 AM Welcome & State of M&A in AEC: Valuation, Multiples, and What’s Next Presented by Zweig Group and Stambaugh Ness with Chad Clinehens, Tracey Eaves, and Jeff Adams 9:05 AM Opening Keynote - Energizing Leadership – Inspiring People and the Verdantas Journey with Jesse Kropelnicki 9:30 AM Break
Panel Discussion: Beyond the Numbers – Managing the hearts and minds during an M&A transaction - Perspectives from a buyer and seller with Paul VanDuyne and Brandon Pinkerton, facilitated by Will Swearingen
Lone Star Ballroom
9:45 AM
10:45 AM Break 11:00 AM Hot M&A Topic Roundtables 12:15 PM Networking Lunch
Keynote: The Emerging Role of Innovation and AI in M&A Transactions and Firm Integration with KP Reddy (KP Reddy Co)
12:45 PM
1:30 PM Focus Session One
A. Deep Dive into Valuation Trends with Brad Wilson and Tracey Eaves B. Smart Integration Strategies with Dan Huntington, interviewed by Kate Allen C. Your Tech Stack: Helping or Hurting Your M&A Efforts? with Alok Gupta, Kari Waring, and Ryan Harper, facilitated by Megan Miller
Travis A/B
Travis C/D
Bowie A/B
2:45 PM Focus Session Two
A. Minimizing Risk & Maximizing Clarity: A Crash Course in M&A Legal Terms and Deal Structures with Peter Grupp
Travis A/B
B. Preparing to Sell: The Head & Heart of M&A with Hobson Hogan and Will Swearingen
Travis C/D
C. Strategic M&A as a Growth Accelerator: The New Playbook for AEC Firm with Phil Keil and Walter Powell
Bowie A/B
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