Matheson Financial Advisors’ 2016 Capital Strategies And M&A Forum Hosts Record Number Of A/E/C Industry Leaders

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Matheson Financial Advisors hosted its 5th annual Capital Strategies and M&A Forum in Chicago, IL, May 9-11th and brought 150 A/E/C, Environmental Consulting, and Government Contracting firm leaders and specialist advisors together to discuss current issues and trends in mergers and acquisitions, ownership transition, private equity, ESOPs, and other capital strategies.

“Hearing first-hand experiences from the industry keynotes, as well as the contributions and insights from the numerous industry panelists and attendees, provided valuable takeaways for companies in the industry and helps make the Forum a success.”

Matheson Financial Advisors hosted its 5th annual Capital Strategies and M&A Forum in Chicago, IL, May 9-11th and brought 150 A/E/C, Environmental Consulting, and Government Contracting firm leaders and specialist advisors together to discuss current issues and trends in mergers and acquisitions, ownership transition, private equity, ESOPs, and other capital strategies.

During this three day, interactive, panel-driven forum, leaders throughout the industry discussed their experiences and insights on how companies can position and lead their firms toward stronger capitalization and improved shareholder value. Panels included industry leaders from Thornton Tomasetti, Inc., TRC Companies, Inc., Stantec, AnchorQEA, LLC, WSP/Parsons Brinckerhoff, Perkins + Will, STV, Inc., HOK, DLR Group, and many others.

These panels engaged attendees in interactive discussions revolving around topics such as deal anatomy, managing deal terms and documents, ESOPs, ownership transition, private equity, capital markets, and valuation from both a seller and buyers perspective. Keynote speakers included Lance Josal, CEO of CallisonRTKL, who spoke about the importance of company culture and mergers; William Hadge, President & CEO of GZA GeoEnvironmental, Inc. who shared the firm’s experience going private; and Michael Carragher, President & CEO, VHB, who discussed VHB’s acquisitions and how they strengthened the company. Panels were also led and included specialist advisors from Fox Rothschild, Ames & Gough Insurance, Pilot Hill Advisors, Praxis Consulting Group, Kleinbard, LLC, Plante Moran, Crowe Horwath, and Morningstar Law Group.

“This year’s Forum had a record number of attendees,” said Colvin Matheson, CFA, CM&AA, Managing Director, Matheson Financial Advisors, Inc. “Hearing first-hand experiences from the industry keynotes, as well as the contributions and insights from the numerous industry panelists and attendees, provided valuable takeaways for companies in the industry and helps make the Forum a success.”

The 6th annual Matheson Advisors’ Capital Strategies and M&A Forum will be held next year in Chicago from May 8-10, 2017.

Matheson Financial Advisors is a corporate financial advisory and niche investment banking firm providing a broad range of services including independent business valuations and fairness opinions, ownership transition planning, mergers and acquisitions consulting, ESOPs, capitalization strategies, and other related services to architecture, engineering, environmental consulting, construction firms, and government contractors.

For more information, please visit http://www.mathesonadvisors.com or contact Elizabeth Bruington, Marketing Director, at 703-992-8390.

Certain Managing Directors associated with Matheson Financial Advisors and Matheson Capital Advisors are registered representatives of, and securities transactions are conducted through, StillPoint Capital, LLC, Member FINRA/SIPC, Tampa, FL. StillPoint is not an affiliate of Matheson Financial Advisors or Matheson Capital Advisors.

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