Ep 9: Wealth Management for AEC M&A

03/18/25 • 58 min

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 value
Strategies for managing wealth post-transaction
Mitigating 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.

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Brian and Jonathan share their decades of experience, offering critical guidance on:

Pre-sale financial planning to maximize deal value
Strategies for managing wealth post-transaction
Mitigating 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.

Previous Episode

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.