M&A advisory
Supports acquisition strategy and represented transactions within the AEC market.
Morrissey Goodale
Morrissey Goodale describes a consulting and research practice serving architecture, engineering, and environmental companies through M&A, valuation and ownership transition, strategy, and market research.
Where the practice works
The stated scope is most relevant to AEC owners navigating backlog quality, utilization, project concentration, licensed leadership, internal ownership transition, acquisition strategy, or a represented sale.
Architecture and engineering firmsEnvironmental consulting firmsBuy-side and sell-side M&A advisoryValuation and ownership transitionStrategy and AEC market research
Service model
The scope below comes from current firm materials. The engagement letter should define the actual work.
Valuation and ownership transition
Addresses business value and internal or external ownership-transition planning.
Strategy and market research
Provides AEC-specific strategic and market context beyond a single transaction.
What to prepare before the first call
These are NextGen Seller research prompts, not claims about the practice or a substitute for engagement diligence.
Convert backlog into evidence, not a headline
Organize backlog by client, project, service line, stage, contracted value, revenue recognized, remaining labor, expected margin, schedule, and cancellation terms. Pair it with pipeline definitions, utilization, write-offs, and project-manager capacity. The objective is to show which work is contracted, executable, profitable, and transferable rather than treating every pipeline dollar alike. Reconcile the schedule to financial records and explain unusually large projects, change-order exposure, subconsultant dependence, and the staffing required to deliver the remaining work.
Map licensed leadership and client continuity
Identify who holds required licenses, owns key relationships, wins work, prices projects, manages delivery, and approves technical decisions. Document succession coverage and the time needed to transfer each responsibility. AEC value can depend on teams and relationships that will not move automatically with a legal change of ownership. Map client, project, and licensed-leader concentration together so the buyer can see where one departure creates several simultaneous risks during the transition period.
Choose the transaction question first
Internal ownership transition, external sale, acquisition strategy, and valuation planning require different evidence and deliverables. Define the owner decision before selecting an engagement. Then compare the responsible team, research method, buyer or target process, valuation scope, confidentiality, fees, conflicts, and execution support on the same written criteria.
Questions to ask before engaging Morrissey Goodale
Industry familiarity is useful. It does not replace a clear process, service model, and engagement scope.
01Ask how backlog quality, utilization, project concentration, pipeline conversion, and licensed leadership are tested.
Ask Morrissey Goodale to trace backlog from contract status through remaining labor, expected margin, schedule, client concentration, and licensed-leader capacity. The test is whether the work is contracted, executable, profitable, and transferable.
02Distinguish internal ownership transition, external sale, and acquisition strategy before defining the engagement.
Decide first whether the owner needs internal succession, an external sale, acquisition support, or planning valuation. Compare the deliverables, evidence, responsible team, timeline, and economics for that specific mandate.
03Clarify valuation scope, buyer or target search, research deliverables, fee structure, conflicts, and execution roles.
Clarify research and valuation scope, buyer or target search, confidentiality, fees, conflicts, negotiation support, and execution roles in the engagement terms. Ask where the firm's responsibility ends.
Sources and limits
Official practice pages establish current public scope. They do not independently establish service quality or results.
View 2 official sources
- [1]
Morrissey Goodale — About — AEC consulting scope, firm history, research, strategy, and M&A services. Verified Jul 15, 2026. Self-published company description; testimonials and outcome statements require independent support.
- [2]
Morrissey Goodale — Valuation — Public valuation and ownership-transition scope for architecture, engineering, and environmental firms. Verified Jul 15, 2026. Self-published service description; volume and outcome claims require independent support.