Shows
AEC Unscripted: M&A EditionEp. 11: From Legacy to Leadership: AVID's Path Through AEC M&AJoin 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 AE...2025-07-0736 minAEC Unscripted: M&A EditionEp. 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 shar...2025-05-1248 minAEC Unscripted: M&A EditionEp 9: Wealth Management for AEC M&AIs 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...2025-03-1858 min
AEC Unscripted: M&A EditionEp. 2: Private Equity in AEC: A Growing Trend𝗜𝘀 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗲𝗾𝘂𝗶𝘁𝘆 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗳𝗶𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗔𝗘𝗖 𝗳𝗶𝗿𝗺? The architecture, engineering, and construction (AEC) industry is experiencing a surge of private equity (PE) investment. Jeff Adams, CPA, CMAA, and Ira Starr, Long Point Capital, explore how PE can fuel your firm's growth. In this episode, Ira and Jeff explore the typical investment model, how to position your firm for PE (platform vs. add-on strategy), and the key benefits and considerations. Learn how to leverage PE to access capital, strategic expertise, and achieve your growth goals. Tune in and unlock the potential of private equity for your AEC firm! 🔔 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 potenti2024-06-1150 minAEC Unscripted: M&A EditionEp 1: You Must Be Doing Something Right!In our inaugural episode of AEC Unscripted: M&A Edition, Jeff Adams, CPA, CM&AA, Director, M&A at Stambaugh Ness chats with Dan Huntington, Executive Vice President of the M&A Synergy Team at IMEG, a leading national engineering and design consulting firm. Dan discusses the secrets behind their impressive M&A growth, having grown from just 3 deals in 2018 to integrating 19 firms in just 28 months! He emphasizes the importance of cultural fit and building strong partnerships as key factors in their success.You'll also learn about IMEG's vast network. With a national presence of...2024-05-0739 min
How Did They Do It? Real EstateSA282 | Principles That Fuel Success in Real Estate Investing with Jeff BaduSometimes disconnecting from our circumstances is the only way to discover the solution we've been looking for. Tune in and be inspired by Jeff Badu as he reveals why he started investing in real estate and his strategies for growing his real estate portfolio successfully. Key Takeaways To Listen ForHow to surround yourself with like-minded peopleWays to overcome real estate struggles and expand your portfolioWhat to look for in getting a good dealHow to raise capital for buying rental propertiesMaking a difference in society by generating cash flowWhy you should focus on the r...2021-10-1432 min
Angels, Exits, & AcquisitionsMike HarrisOn this week’s episode, Laura speaks with Mike Harris of Patina Solutions about entrepreneurship, venture capital, and building your business.
A proven and prolific entrepreneur, Mike has significant experience in starting and building professional and technical services firms. Patina Solutions is his sixth professional services start-up since 1995. Mike is best known as the founder and former CEO of Jefferson Wells, which grew to $132 million in sales with 23 offices and 1,600 employees in five years. Jefferson Wells was acquired by Manpower for $174 million in 2001. Inc. magazine ranked Jefferson Wells as number five of the 500 fastest-growing private companies in America in 2001.
Since Je...2018-07-0334 min
Angels, Exits, & AcquisitionsMike HarrisOn this week’s episode, Laura speaks with Mike Harris of Patina Solutions about entrepreneurship, venture capital, and building your business.
A proven and prolific entrepreneur, Mike has significant experience in starting and building professional and technical services firms. Patina Solutions is his sixth professional services start-up since 1995. Mike is best known as the founder and former CEO of Jefferson Wells, which grew to $132 million in sales with 23 offices and 1,600 employees in five years. Jefferson Wells was acquired by Manpower for $174 million in 2001. Inc. magazine ranked Jefferson Wells as number five of the 500 fastest-growing private companies in America in 2001.
Since Je...2018-07-0334 min
Angels, Exits, & Acquisitions04. Mike Harris of Patina Solutions.On this week’s episode, Laura speaks with Mike Harris of Patina Solutions about entrepreneurship, venture capital, and building your business.A proven and prolific entrepreneur, Mike has significant experience in starting and building professional and technical services firms. Patina Solutions is his sixth professional services start-up since 1995. Mike is best known as the founder and former CEO of Jefferson Wells, which grew to $132 million in sales with 23 offices and 1,600 employees in five years. Jefferson Wells was acquired by Manpower for $174 million in 2001. Inc. magazine ranked Jefferson Wells as number five of the 500 fastest-growing private companies in Am...2018-07-0334 min