M&A and ESOP Update for the Construction Industry

Presenting at the 2025 Lockton Construction ESOP Summit

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Presentation Topic

Matthew Drake and Dustin Bass from BaseRock Partners present “M&A and ESOP Update for the Construction Industry” at the 2025 Lockton Construction ESOP Summit on June 19.

About the Event

The Lockton Construction ESOP Summit is an invite-only, two-day event for Chief Financial Officers of ESOP Construction firms. This event features two days of sharing, networking and learning. 

Meet the Speakers

Picture of Matthew Drake | Partner

Matthew Drake | Partner

mdrake@baserockpartners.com
(312) 882-7649

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

Attending 2025 Midwest Deal Summit & DeaLinx May 28-29, 2025 | Chicago, IL

2025 Midwest Deal Summit & DeaLinx

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About the Event

Jim Owen, Managing Director at BaseRock Partners, will attend the 2025 Midwest Deal Summit on May 28-29 in Chicago, IL.

The summit includes briefings on the latest data, trends and best practices in the lower middle market, as well as updates on the challenges and opportunities on the legislative and regulatory horizons.

Learn more about the event

Meet the BaseRock Team

Picture of Jim Owen | Managing Director

Jim Owen | Managing Director

jowen@baserockpartners.com
(312) 498-2242

CFMA MA Tariffs, Taxes & Turbulence: 2025 Economic and Capital Markets Outlook baserock partners

CFMA Massachusetts – Tariffs, Taxes & Turbulence: 2025 Economic and Capital Markets Outlook

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Presentation Topic

Dustin Bass, Scott Duncan, and Luke Smith of BaseRock Partners present, Tariffs, Taxes & Turbulence: 2025 Economic and Capital Markets Outlook on May 1, 2025 at CFMA Massachusetts.

About the Session

CFMA Massachusetts is pleased to host Dustin Bass, Scott Duncan, and Luke Smith of BaseRock Partners to present the economic and capital markets outlook for 2025. BaseRock will provide essential insights on how fiscal and monetary policies are affecting construction firms and why shifting demographic trends provide actionable growth opportunities. 

They’ll also share which select end-markets are more insulated from short-term economic fluctuations. Learn more about the event or to register.

Meet the Speakers

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

Picture of Scott Duncan | Partner

Scott Duncan | Partner

sduncan@baserockpartners.com
(720) 273-2781

Picture of Luke Smith | Managing Director

Luke Smith | Managing Director

lsmith@baserockpartners.com
(720) 846-0004

NCEO 2025 Annual Employee Ownership Conference

NCEO Annual Employee Ownership Conference 2025

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Presentation Topic

Matthew Drake from BaseRock Partners and Leah Turnball from BMO present, Building the Future: The Rise of ESOPs in the Construction Industry on April 16, 2025 at the 2025 NCEO Annual Employee Ownership Conference.

About the Session

The construction industry is experiencing a rapid shift toward employee ownership through employee stock ownership plans (ESOPs), now accounting for 30% of all new ESOPs in the US. Despite representing just 16% of total ESOPs, construction companies are leading the way in this transformative trend.

In this session, Matthew Drake and Leah Turnbull explore the driving forces behind the industry’s adoption of ESOPs, supported by exclusive data and expert insights from industry stakeholders, including lenders, sureties, and CPAs. Attendees will gain a deep understanding of why ESOPs are becoming a preferred ownership transition strategy in construction and how this shift is reshaping the future of the industry.

Don’t miss this opportunity to learn how ESOPs can secure the legacy of your company while creating long-term value for employees. Click here to learn more about the conference.

Meet the Speaker

Picture of Matthew Drake | Partner

Matthew Drake | Partner

mdrake@baserockpartners.com
(312) 882-7649

Marsh McLennan Agency Northwest Construction Summit 2025

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Speaking Topic

Dustin Bass and Scott Duncan are presenting Build a Better Business at the 2025 Construction Summit.

About the Event

Marsh McLennan Agency is hosting its 2025 Construction Summit. This event promises to be an insightful gathering of industry experts, where they will explore various topics crucial to the construction sector. Speakers Scott Duncan and Dustin Bass will share their expertise on a wide range of subjects, ensuring a comprehensive and engaging experience for all attendees. 

Click here to learn more about the event.

Meet Our Team

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

Picture of Scott Duncan | Partner

Scott Duncan | Partner

sduncan@baserockpartners.com
(720) 273-2781

ESOP Association (TEA) Employee Owned Conference 2024

ESOP Association (TEA) Employee Owned Conference 2024

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Meet us at the ESOP Association (TEA) Employee Owned Conference in Las Vegas, NV November 13-15, 2024.

The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world. Make sure to join us in Las Vegas for collaboration, networking, and multiple learning tracks designed to help you get the information you need.

Click here to learn more.

Meet Our Team

Picture of Matthew Drake | Partner

Matthew Drake | Partner

mdrake@baserockpartners.com
(312) 882-7649

Picture of John Steinegger | Managing Director

John Steinegger | Managing Director

jsteinegger@baserockpartners.com
(720) 853-4235

MarshMcLennan Agency Construction Summit 2024 – Scottsdale

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Speaking Topic

Dustin Bass and Scott Duncan are presenting Ownership Continuity & Transition Planning at the 2024 Construction Innovation Summit.

About the Event

Join Marsh McLennan Agency for their upcoming Construction Summit. This event promises to be an insightful gathering of industry experts, where they will explore various topics crucial to the construction sector. Their distinguished speakers will share their expertise on a wide range of subjects, ensuring a comprehensive and engaging experience for all attendees. 

Click here to learn more about the event.

Meet Our Team

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

CFMA New England

CFMA New England Conference 2024: Construction Industry M&A Trends

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Speaking Topic

Dustin Bass and Scott Duncan are presenting the Construction Industry Outlook and 2024 M&A Trends at this year’s CFMA New England Regional Conference on September 19, 2024.

About the Event

Designed for CFOs, controllers, and financial managers in the construction industry, CFMA New England is committed to delivering the 

Be sure to stop by and talk with Dustin about how our firm brings deep industry experience, relationships, and expertise to every engagement. See why our unique approach to transaction advisory provides clients with greater clarity, improved transaction optionality, and exceptional outcomes.

Click here to learn more about the conference and speakers.

Meet Our Team

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

Picture of Scott Duncan | Partner

Scott Duncan | Partner

sduncan@baserockpartners.com
(720) 273-2781

Join Us at the 33rd Annual CICPAC Conference

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We’re thrilled to be exhibiting at the 33rd Annual CICPAC Conference. Our team is looking forward to engaging with fellow members, CPAs, and industry professionals at the event, which is dedicated to advancing construction accounting education and sharing insights and expertise crucial to the construction sector.

Be sure to visit our team in the exhibitor space to learn more about how our firm brings deep industry experience, relationships, and expertise to every engagement.

See why our unique approach to transaction advisory provides clients with greater clarity, improved transaction optionality, and exceptional outcomes.

Learn more about the CICPAC Conference 

Meet Our Team at the Conference

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

Picture of Matthew Drake | Partner

Matthew Drake | Partner

mdrake@baserockpartners.com
(312) 882-7649

Picture of John Steinegger | Managing Director

John Steinegger | Managing Director

jsteinegger@baserockpartners.com
(720) 853-4235

CFMA San Francisco: Introduction to Ownership Succession

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Dustin Bass and Scott Duncan are speaking at the CFMA San Francisco chapter event, presenting an introductory session of the most common ownership succession paths in the construction industry today.

Click here to learn more.

Meet Our Team at the Conference

Picture of Dustin Bass | Partner

Dustin Bass | Partner

dbass@baserockpartners.com
(303) 681-1721

Picture of Scott Duncan | Partner

Scott Duncan | Partner

sduncan@baserockpartners.com
(720) 273-2781

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Certain securities and advisory services are provided through BaseRock Capital, LLC, a wholly owned subsidiary of BaseRock Partners, LLC and a member of FINRA and SIPC. Information regarding BaseRock Capital, LLC and its registered representatives and principals may be found at brokercheck.finra.org.