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FMI Capital Advisors and ACEC Research Institute collaborated on a comprehensive survey of the ACEC community on ownership transition and management succession (OTMS) issues. The goal of this project is to shed light on how architecture and engineering (A&E) firms prepare to transition both company ownership and management responsibilities in comparison to peer companies across the A&E landscape. Our findings paint a mixed picture of how well companies of all sizes are tackling ownership transition and developing and preparing their future leaders.

Please join Greg Powell, head of FMI’s A/E/Env. Investment Banking practice, and Jake Appelman, head of FMI’s Management Succession Consulting practice, in a discussion on the important OTMS issues and trends facing A&E firms today and how leaders are addressing these challenges. In this presentation, we will:

  • Discuss what the survey results revealed about how A&E peer companies are executing ownership transition and how well prepared they are to navigate this path.
  • Take a closer look at how company size impacts the understanding of (and approaches to) ownership transition.
  • Consider how the COVID-19 crisis is impacting OTMS strategies.
  • Walk through how effectively A&E firms are preparing future leaders across the organization and highlight important blind spots uncovered by our survey.
  • Discuss best practices for management succession and leadership development to strengthen a firm across multiple generations.

Presenter: Greg Powell, Managing Director, Investment Banking, FMI Capital Advisors, Inc. and Jake Appelman, Head of FMI’s Management Succession Consulting Practice

***Click the gray Checkout button above to login to your ACEC National account and register.

  • You’ll then be prompted to enter your email address and password before you can continue through the checkout process.
  • If you do not already have an account created, you can click the New Visitor Registration link above the login box to set one up.
  • You do not need your ACEC National member number to create an account. Simply using your firm email will allow you to get started.

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Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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