AEC Unscripted: M&A Edition

Stambaugh Ness
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Welcome to AEC Unscripted: M&A Edition, the podcast that delivers unfiltered, authentic insights from leaders in the Architecture, Engineering, and Construction (AEC) industry who are on the front lines of mergers and acquisitions.Hosted by Jeff Adams, CPA, CM&AA, each episode features candid one-on-one interviews with CEOs and influencers, sharing their real stories, successes, and obstacles in the world of AEC M&A.If you're an AEC firm leader ready to shape your future through strategic growth, join us for inspiration and practical advice to take your firm to new heights.

  1. MAR 23

    Ep. 13: Flipping the Script: From Strategic Buyer to Family Office Acquisition

    Are you prepared for the moment your internal succession plan meets the reality of a “missing generation” in leadership? In this episode of AEC Unscripted: M&A Edition, host Jeff Adams, Director of M&A at Stambaugh Ness, is joined by Frank Ternasky and Mike Asaro, former principals of the San Diego-based architecture firm Delawie.  After years of operating as strategic buyers themselves, Frank and Mike share the transparent story of why they pivoted to an external sale. We dive deep into their decision to partner with Hennick & Company —a family office— and Leo A Daly, exploring why this unique model provided the cultural alignment and “long-run” stability that traditional private equity could not.  Listen to learn:  How being an acquirer prepared them for their own immaculate due diligence (and why “there was no pea” to find).The Family Office difference and why a less “heavy-handed” investment model was the key to preserving a 60-year design legacy. The strategic reasoning behind The Power of the Pause —hitting the “pause button” on a deal when business growth outpaces valuation. Why the “beer test” and cultural fit remain the ultimate deal-breakers, regardless of the financial offer. Insights from the first 100 days of integration and the value of a “best practice” conversation over a forced transition. Join us as we explore M&A, unlock growth potential, and achieve deal success.   🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    41 min

  2. 11/03/2025

    Ep. 12: Beyond the Multiples: The Art and Science of AEC Valuations

    What’s your AEC firm really worth? While it’s tempting to look at market multiples, the true value of your business lies in a much deeper story of risk, potential, and strategic fit. Misunderstanding this value can stop a great deal in its tracks. In this episode of AEC Unscripted: M&A Edition, host Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by two leading valuation experts: Tracey Eaves, Managing Director of Transition Services at Zweig Group, and Becky Carlson, Director of Value Advisory at Stambaugh Ness.  Together, they pull back the curtain on the art and science of AEC firm valuation, revealing what buyers and sellers must understand to navigate a transaction successfully.  Listen to learn about: The critical difference between fair market value, strategic value, and final offer price.Why income-based approaches are far more important than book value for professional services firms.Common (and costly) misconceptions about EBITDA multiples, working capital, and deal terms.Practical steps you can take now to maximize your firm’s value for a future sale. Accelerate your success in AEC. Book a meeting with us to discuss your M&A future.   🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    57 min

  3. 07/07/2025

    Ep. 11: From Legacy to Leadership: AVID's Path Through AEC M&A

    Join Jeff Adams, Director of M&A at Stambaugh Ness, for "From Legacy to Leadership: AVID's Path Through AEC M&A." Former AVID Group owner Tracy Scott shares her powerful journey: stepping into unexpected leadership after tragedy and successfully guiding her firm's sale to McAdams.  This unscripted conversation goes beyond transactions, revealing the critical human element of M&A. Discover firsthand insights on preparing for a sale, navigating due diligence, ensuring cultural alignment, and achieving seamless integration. This episode offers vital lessons on resilience and strategic transitions for any AEC firm.  Accelerate your success in AEC. Book a meeting with us to discuss your M&A future.  🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    37 min

  4. 05/12/2025

    Ep. 10: Behind the Deal: Wolverton’s Journey to Sell

    What's it really like to sell your AEC firm? For founders, it’s more than a transaction—it’s a personal and professional milestone shaped by decades of hard work, innovation, and legacy-building. The path to sell your architecture or engineering firm can be emotionally charged and strategically complex.   In this episode of AEC Unscripted: M&A Edition, host Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, speaks with Jay Wolverton, the founding principal and former CEO, and Joe Macrina, the former COO, of Wolverton & Associates.   Together, they share their real-world journey through ownership transition—from exploring internal succession to ultimately selling to private equity-backed CHA Consulting. Listen to learn about: Key consideration when internal succession isn’t the right path.Understanding the strategic and operational aspects of being acquired by a PE-backed platform.What life looks like after the acquisition for founders and minority owners. 🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    49 min

  5. 03/18/2025

    Ep 9: Wealth Management for AEC M&A

    Is your AEC firm positioned for financial success after the deal? In this episode of AEC Unscripted: M&A Edition, we dive into Wealth Management for AEC M&A. Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by Brian McCarver and Jonathan Freeman from Stonebridge Financial Group to provide expert insights for AEC firm leaders.  Brian and Jonathan share their decades of experience, offering critical guidance on: Pre-sale financial planning to maximize deal valueStrategies for managing wealth post-transactionMitigating financial risks and securing your legacy Learn how to navigate this crucial aspect of M&A and ensure your financial future is as strong as your business.  🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    58 min

  6. 01/21/2025

    Ep. 8: Engineer to Strategist: AEC Growth with Private Equity

    For AEC firms seeking significant growth, M&A has become a strategic necessity. This episode of AEC Unscripted features Ashraf Jahangir, Chief Strategy Officer at Verdantas, a leading firm that has experienced growth under the ownership of two different private equity firms.  Ashraf, with over 30 years of experience in the AEC industry, provides unique insights into the role of M&A in driving growth.  Listen to learn:  How private equity is transforming the AEC landscape and creating new opportunities for growth.Key strategies for successful M&A partnerships, from due diligence to integration.Proven methods for integrating acquisitions while maintaining a high-performing culture and employee engagement.How to leverage private equity to fuel organic growth and drive innovation. Ashraf also shares his personal journey from engineer to strategist, offering valuable lessons for aspiring leaders and AEC professionals.  🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    45 min

  7. 12/09/2024

    Ep. 7: Tech-Driven M&A: A Game-Changer for AEC

    Is your tech infrastructure prepared to avoid costly pitfalls during an M&A transition? In Episode 7 of AEC Unscripted: Mergers & Acquisitions Edition, Jeff Adams is joined by SN’s Phil Keeney and John Honodel to discuss the critical role technology plays in AEC M&A. They’ll share how to assess tech risks and opportunities before the deal, streamline systems during the transaction, and ensure seamless integration post-merger at an architectural, engineering or construction (AEC) firm.  Phil Keeney, Managing Director of Technology Solutions, and John Honodel, CIO and Fractional CIO at SN, provide expert insights on how technology impacts the M&A journey at every stage. From assessing a target firm's tech landscape before a deal to managing risk and system optimization during the transaction to ensuring a smooth post-merger integration, they cover it all.  Whether you're a buyer or seller, this episode will equip you with actionable advice on aligning your technology infrastructure with your M&A goals, reducing risks, and enhancing your firm’s marketability through streamlined, robust systems.  Don’t miss the chance to hear from the experts on strengthening your technology foundation for a successful M&A deal. Subscribe now and get the insights that will drive your M&A strategy forward.  🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    45 min

  8. 10/07/2024

    Ep. 6: The 3F's of AEC M&A: Fit, Future, and Financials

    In this episode of AEC Unscripted: M&A Edition, host Jeff Adams of Stambaugh Ness sits down with Ernesto Aguilar, President & CEO of Ardurra, a private equity-backed firm, to explore the crucial elements behind successful mergers and acquisitions in the AEC industry. Together, they break down Ardurra’s 3F's rule—Fit, Future & Financials—and how these factors determine the outcome of any M&A deal. Drawing on his experience leading Ardurra through private equity-backed growth, Ernesto offers valuable insights into evaluating financial health, anticipating industry trends, and ensuring cultural alignment for long-term success. Whether you’re part of a leadership team considering a merger, navigating private equity, or curious about how to thrive in today's competitive landscape, this episode delivers actionable strategies and hard-won wisdom to guide your next M&A decision. Tune in for an engaging discussion that uncovers the key to unlocking AEC M&A opportunities through the lens of private equity-backed expansion.  🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰

    37 min
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About

Welcome to AEC Unscripted: M&A Edition, the podcast that delivers unfiltered, authentic insights from leaders in the Architecture, Engineering, and Construction (AEC) industry who are on the front lines of mergers and acquisitions.Hosted by Jeff Adams, CPA, CM&AA, each episode features candid one-on-one interviews with CEOs and influencers, sharing their real stories, successes, and obstacles in the world of AEC M&A.If you're an AEC firm leader ready to shape your future through strategic growth, join us for inspiration and practical advice to take your firm to new heights.

Information

  • Creator
    Stambaugh Ness
  • Years Active
    2024 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © 2026 AEC Unscripted: M&A Edition
  • Show Website
    AEC Unscripted: M&A Edition

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