Before the Deal: Positioning Your Firm to Buy with Clarity
Before entering the market, AEC firm buyers need a strong internal foundation; one that aligns leadership on growth goals, clarifies deal structure preferences, and sets realistic expectations for integration.
Join experts from Stambaugh Ness and Zweig Group as we help buyers prepare their organization to evaluate acquisition targets with clarity and confidence.
We’ll explore what makes an AEC firm an attractive target, how to assess strategic fit long before formal discussions begin, and how to evaluate operational discipline, financial performance, and cultural dynamics to understand a target’s true strengths and potential risks. Finally, we’ll examine how industry benchmarks, financial modeling, and operational diagnostics inform a strong acquisition thesis and sharpen decision-making.
This session is part of our comprehensive AEC M&A Playbook Series.
Learning Objectives:
- Understand the elements of a strong acquisition strategy tailored to the growth goals of architecture and engineering (AE) firms.
- Learn how to evaluate potential targets systemically across financial, operational, strategic, and cultural dimensions.
- Identify early signals that an AE target may require additional diligence, integration planning, or higher risk tolerance.
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.
