During the Deal: Executing Insight Driven AEC Deals
Build Your Buy-Side M&A Playbook
This session is Part 2 of our 3-part series. Register for the full lifecycle to maximize your deal success.
Part 1: Before
Positioning Your Firm to Buy with Clarity
Part 2: During (You Are Here)
Executing Insight-Driven AEC Deals
Part 3: After
Integration for Lasting Value
Every successful acquisition depends on seeing the deal clearly from day one. Join our panel of AEC experts for a practical roadmap through the complexities of the acquisition process, from the initial NDA to the final signatures at close.
We will provide a structured approach to AEC-specific due diligence across finance, tax, and workforce advisory. This includes navigating critical components such as Quality of Earnings (QoE), tax structuring, and regulatory compliance.
Finally, we explore the “people side” of the transaction, including leadership capability, compensation benchmarking, and retention risks, all of which can significantly influence long-term value.
Learning Objectives:
- Learn how to execute a structured due diligence process tailored specifically to the unique operational models of architecture and engineering firms.
- Understand common risk areas buyers encounter and how to quantify their impact on both deal value and post-transaction integration.
- Gain tools to evaluate financial integrity, tax compliance, and cultural compatibility in real time.
Navigating AEC M&A requires a partner who anticipates the unique challenges at each stage of your firm’s evolution. Discover how we support Strategic Buyers, Private Equity, and Platform Firms with a continuum of services—before, during, and after the deal.
