Ownership Transition

CEO of Sambatek (Minneapolis, MN), a professional services firm with an authentic culture that promotes openness, transparency, and trust.

ESOPs are becoming an increasingly common tool for succession planning among AEC firms.

Former president of CobbFendley (Houston, TX), a 530-person firm that is committed to providing innovative engineering solutions with the goal of bettering communities.

As Zweig Group’s director of ownership transition, Will Swearingen understands the emotional stakes at play when a firm founder decides it’s time to pass the torch.

When she’s not enjoying the great outdoors, Tracey Eaves is finding share value for firms that are either preparing to be acquired or are planning an internal transition.

As owners enter the final years of their careers and ponder ownership transition, they have to make some concessions.

“There is no question that after working as long as I have in the A/E industry with so many firms throughout the land, certain common undeniable truths present themselves.”

President and CEO of DBR (Houston, TX), a 150-person Texas firm that values communication and superior service above all.

President of R.E. Warner & Associates (Cleveland, OH), a 68-year-old full service, multi-discipline consulting firm that’s in growth mode.

President and CEO of ARM Group (Hershey, PA), a science and engineering consulting firm where the entrepreneurial spirit thrives.

President and CEO of Barton & Loguidice, a full-service consulting firm headquartered in Syracuse, New York.

President and principal-in-charge at Taylor Design, an architecture and interior design firm
headquartered in Irvine, California.