Matheson Financial Advisors Hosts 6th Annual 2017 Capital Strategies and M&A Forum for A/E/C Industry Leaders

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Matheson Financial Advisors hosted its 6th annual Capital Strategies and M&A Forum in Chicago, IL, May 8-10th and brought 110 A/E/C, Environmental Consulting, and Government Contracting firm leaders and specialist advisors together to discuss current issues and trends in mergers and acquisitions, deal structuring, next generation leadership development, ownership transition, valuation, ESOPs, and other capital strategies.

“The Forum provided industry leaders a unique environment to collaborate and network and prepare to make great strides to further advance their strategic goals,”

Matheson Financial Advisors hosted its 6th annual Capital Strategies and M&A Forum in Chicago, IL, May 8-10th and brought 110 A/E/C, Environmental Consulting, and Government Contracting firm leaders and specialist advisors together to discuss current issues and trends in mergers and acquisitions, deal structuring, next generation leadership development, ownership transition, valuation, ESOPs, and other capital strategies.

During this two-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 Atkins North America, Stantec, HDR, Terracon, TRC Companies, Atwell, NV5, Olsson Associates, Terracon, Dar Al Handasah, Array Healthcare, Kleinschmidt, 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 buyer perspective. Keynote speakers included Michael Farr of Farr, Miller, Washington, who spoke about Fed Policies and the Markets; George Nash, CEO of Atkins North America who shared his experience leading three transformational mergers; David Gaboury, Chairman & CEO, Terracon Consultants, who discussed how to successfully grow a company; and Bashar Rihani, Director, DAR USA, who spoke about building an infrastructure business and their model for growth through branded acquisitions. Panels were also led and included specialist advisors from Fox Rothschild, Ames & Gough Insurance, Pilot Hill Advisors, Plante Moran, Kleinbard, Crowe Horwath, and Morningstar Law Group.

“The Forum provided industry leaders a unique environment to collaborate and network and prepare to make great strides to further advance their strategic goals,” said Colvin Matheson, CFA, CMAA, Managing Director, Matheson Financial Advisors. “We have been pleased to see consistent activity and optimism as we have been traveling across the country visiting dozens of our annual valuation clients. The willingness of our clients and colleagues from public and private A/E/C firms nationwide to share their perspectives, experiences and ideas in a discussion oriented format provides a unique opportunity for our attendees to improve their ability to manage their own capital and growth strategies.” The 7th annual Matheson Advisors’ Capital Strategies and M&A Forum will be held next year in Chicago from May 7-9, 2018.

Matheson Financial Advisors is a corporate finance 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, Vice President, 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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Elizabeth Bruington
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