Acquisitions in the Construction Industry

800.669.1364   professionaldevelopment@fminet.com

March 6-8, 2017
Denver, CO

 

About the Program

Whether you are Whether you are today’s buyer/seller or a future buyer/seller, you must be prepared to take full advantage of the ever-changing opportunities in the construction industry to maximize value in your firm. This comprehensive, two-day executive conference will assist you in developing a proactive strategy for acquiring or selling a firm. Limited to just 50 attendees, participants have the undivided attention and focus of FMI’s professional team. At the end of this conference, what you have learned will enable you to maximize the value your shareholders realize from a sale or acquisition.


Who is ACQS for?

  • Business Owners
  • Presidents
  • Chairmen
  • CEOs
  • CFOs
  • COOs
  • Executives with mergers and acquisitions responsibilities

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Benefits

  • Understand the current acquisition climate and what it means for
    your business
  • Learn about valuation and value drivers that are unique to the industry
  • Explore the acquisition process from strategy formulation to closing
  • Understand alternative financing strategies
  • Learn the basics of deal structuring
  • Understand the essentials of integration

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Why FMI?

For over 60 years, FMI has served the engineering and construction infrastructure and the built environment as a trusted advisor.


Agenda

Program Times

Day 1: 8:30 am to 3:00 pm | Welcome Reception: 5:30 pm to 6:30 pm

Topics

  • The Changing Acquisition Climate
    • Current mergers and acquisition activity
    • Industry trends
    • International investment
    • Private equity interest in the E&C market
    • Management sucession/ownership transfer trends
  • Valuation
    • Value drivers for contractors
    • Earning-based valuation methods
    • Asset-based valuation methods
    • Impact of strategic and financial buyers on value
  • The Selling Process
    • Preparing and presenting the company for sale
    • Factors creating value and salability
    • Developing a descriptive memorandum
    • Searching for potential buyers
    • Negotiating a deal

Day 2: 8:30 am to 3:00 pm

  • The Buying Process
    • Why acquire?
    • Defining acquisition criteria
    • Searching for potential sellers
    • Evaluating candidates
    • Negotiating a deal
  • Deal Structure
    • Tax and legal considerations
    • Stock vs. asset sale structures
    • Earnout structures
    • Letter of intent
    • Contractual considerations
  • Case Study Exercise

  • Integration and Culture
    • Failure vs. Success: Key factors
    • The integration process
    • Culture and differing integration models
    • Successful integration, lessons learned

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The Best Instructors in the Business

Ryan Foley  

Ryan P. Foley is a director with FMI Capital Advisors, Inc. Ryan has 15 years of experience, providing strategic M&A and capital raising services in a number of industries, including energy, industrials, technology and business services.

rfoley@fminet.com
303.398.7202


John Steinegger  

John F. Steinegger is a vice president with FMI Capital Advisors, Inc., FMI Corporation’s registered Investment Banking subsidiary. John works with a variety of construction industry firms on mergers and acquisitions, valuations and ownership transfer issues.

jsteinegger@fminet.com
303.398.7210


Scott Duncan  

Scott C. Duncan is a director with FMI Capital Advisors, Inc., FMI Corporation’s registered Investment Banking subsidiary. Scott works closely with construction company owners on financial advisory, mergers and acquisitions, valuations, and ownership transfer issues.

sduncan@fminet.com
713.936.4930


D. Alex Miller  

D. Alex Miller is a vice president with FMI Capital Advisors, Inc., FMI Corporation’s registered Investment Banking subsidiary. Alex works with engineering and construction industry firms across the country and internationally, focusing on merger and acquisitions (seller and buyer representation), growth strategy, ownership transfers and valuations.

amiller@fminet.com
919.785.9234

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Travel & Accommodations

Travel

When making flight arrangements, please plan to arrive the day before the start date as the program begins at 8:30 a.m. the first day. Departure flights should be booked no earlier than 4:30 p.m. on the final day. Travel time from the hotel to the airport is approximately 25-35 minutes.

Hotel Reservations and Information

A limited number of rooms have been set aside for attendees at the seminar hotel. Rooms are available on a first-come, first-served basis only. Please call the hotel directly at 800-962-8519, and refer to FMI Group Code 536971 to receive the discounted rate; OR online at The Carolina Inn - Reservations. We urge you to reserve a room as soon as you plan to attend this event. Reservations requested after the cut-off date, or after the room block is filled, will be made based on availability and at the prevailing rate.

Reservation cut-off date is Wednesday, September 28, 2016.

The Carolina Inn
211 Pittsboro Street
Chapel Hill, NC 27516
800-962-8519

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Fees, Cancellation and Policies

Fees

Tuition includes a confidential, one-on-one consultation with a FMI Investment Banker, all workbook materials, program instruction and refreshment breaks. Meals and lodging are not included.

  • $1,295 for each attendee

Payment will be collected at time of registration.

Cancellation

If you need to cancel your registration, please note that you will be subject to a $395 administrative cancellation fee per registrant. We need to receive your written cancellation at least five business days before the program in order to refund your remaining tuition. Otherwise, your tuition will be converted to a nonrefundable credit you may apply toward any FMI program for one full year. Please email us at registrations@fminet.com to submit your cancellation request.

Please note: If FMI cancels the event, your registration fee will be refunded. However, FMI cannot be held accountable for non-refundable airline tickets or other expenses related to your travel to the event.

For questions regarding FMI's Cancellation policy, please call 800.877.1364.

FMI reserves the right to change, add, or cancel programs according to the needs of the industry.

Substitution Policy

If you would like to make any name changes or substitute participants please e-mail us at registrations@fminet.com. Substitutions can be made up to five business days prior to the start of the program.

Attire

Dress code for this seminar is Business Attire. Weather in Raleigh and Chapel Hill varies. We recommend that you check the weather for the area prior to packing. Click here to see a 10-day forecast; just scroll down the page once linked.

Satisfaction Guarantee

After 60 years of helping the engineering and construction industry enhance performance, productivity, and profitability, we believe you will return home with the tools and information to make a difference in your work. If for any reason you are not satisfied, please inform us by calling 800.877.1364. We will refund your tuition or give you a credit to use at another FMI program. 

Continuing Education Credits

CPE Sponsors Logo

You can earn up to 13 hours of continuing education credits by completing this program. A certificate of completion will be awarded to you at the conclusion of the program. You may use this certificate for self-reporting purposes to many state and local continuing education entities.

FMI Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.

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