Matheson Financial Advisors, Inc.

We congratulate our client, SAGE Environmental, Inc. (“SAGE”), on joining Terracon. The acquisition will allow SAGE to benefit from Terracon’s national resources and multidisciplinary services while enhancing Terracon’s capabilities in the Northeast. Matheson Advisors acted as Financial and M&A advisors initiating, negotiating, and managing the transaction on behalf of SAGE. For full press release: https://lnkd.in/g3JKH9Ar Securities transactions are offered through McLean Securities, LLC (McLean, Virginia). Member FINRA/SIPC.

The 2024 Capital Strategies and M&A Forum would not be possible without the support of our sponsors: Ames & Gough, Plante Moran, Fox Rothschild, CareerSMITH, Inc., Morningstar Law Group, The ESOP Group at Morgan Stanley, and Kleinbard LLC. We appreciate your support and helping us to make this Forum the best one yet!

And the purple team is the winner of the simulated M&A auction! Thank you to our esteemed case study panel who represented the seller - Bjorn Morisbak, Nathan Rust, Aaron Tippie, P.E., and Tom Secker, CFA. A special thank you to our analysts who helped create the case - Matthew Cleary, CPA, Quinn O'Neill, & Will Clark

Kicking off the last morning of the 2024 Capital Strategies and M&A Forum with Christopher Huckabee, the CEO at MOREgroup.

A special thank you to Eric Keen, the Chairman at HDR, for his keynote address at our Tuesday lunch! And thank you to Gayle Portera for making the trip to Dallas to support Eric!

We started off this morning with a keynote from Michael (Mick) Renshaw at Trilon Group. And we’re excited to dive deeper into the recent partnership between Fuss & O'Neill and Trilon in Anatomy of a Deal! Thank you to Mick, Tom Secker, CFA, and Kevin Grigg, PE for joining us in Dallas!

Excited to kick off the 2024 Capital Strategies and M&A Forum in Dallas. Up first, opening lunch with Michael Farr. This event would not be possible about without our sponsors. Thank you to Ames & Gough, Plante Moran, Morningstar Law Group, CareerSMITH, Inc., Fox Rothschild, Kleinbard LLC, and The ESOP Group at Morgan Stanley.

We are excited to have Eric Keen, Chairman of HDR as a keynote speaker on Tuesday, June 4th at the 2024 Capital Strategies and M&A Forum! Time is running out to join us and the room block rates expire on Friday! Sign up today! https://lnkd.in/eKqyn4Z3

This week, we're excited to attend the American Council of Engineering Companies (ACEC) Annual Convention & Legislative Summit! Please stop by and visit us at booth #12! Don't forget to join David Cohen alongside Tom Secker, CFA from Trilon Group, and Rod J. Sommer from LJB Inc. as they discuss the impact of private equity on the industry. The session will take place on Wednesday, May 15th from 1:15 pm - 2:15 pm.

We are excited to have Michael (Mick) Renshaw, CEO of Trilon Group, as a keynote speaker at the 2024 Capital Strategies and M&A Forum! Don't miss your chance to join us from June 3 - 5 at The Ritz-Carlton Dallas, Las Colinas. Space is limited! https://lnkd.in/eKqyn4Z3