BaseRock Partners’ Dustin Bass and Matthew Drake will deliver an M&A market update, sharing perspectives on current trends, valuations, and broader market activity on June 17 at the Lockton Construction ESOP Summit.
The Lockton Construction ESOP Summit is an invite-only, two-day event designed for executives from ESOP construction firms.
BaseRock Partners Managing Director Jim Owen will participate in a panel discussion at the 2026 SBIA Midwest Deal Summit on May 27 in Chicago.
Jim will join fellow investment bankers to discuss the lower middle market deal environment, including key growth drivers, the expanding role of independent sponsors, and the impact of private credit on deal activity and sentiment.
The summit brings together deal professionals from across the region for a focused agenda of networking and discussion of trends shaping the lower middle market in 2026.
Learn more about the Midwest Deal Summit.
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Understanding what drives value in today’s construction M&A market requires more than timing. It requires preparation, positioning, and a clear view of how buyers evaluate businesses.
On April 23, CFMA Chicago will host “Industry M&A: What Drives Value in Today’s Market?” BaseRock Partners’ Jim Owen will join a panel alongside Marc Perez and Dean O’Brien to share perspectives on how buyers assess construction companies and what it takes to be investor-ready.
Attendees will also gain practical insights into what buyers value and how partnerships can shape the future of a construction industry business. Click here to learn more about the event.
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Dustin Bass and Scott Duncan are presenting at the 2026 Construction Summit, hosted by the Marsh McLennan Agency in Spokane, WA, on February 25-26.
With the theme, Build a Better Business, BaseRock Partners will be the facilitators of this exclusive event that promises to be an insightful gathering of industry experts, where they will explore topics critical to the construction sector.
Click here to learn more about the event.
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Meet Matt Drake at the ESCA 2026 Leadership Summit in St. Petersburg, FL, on February 18-20. Hosted by the Employee-Owned S Corporations of America, this event brings together top executives of S ESOP companies, along with S ESOP advisors and federal policymakers.
Attendees of the summit will hear from members of Congress about how the policy agenda of the 119th Congress and the Administration could impact S ESOP businesses. Visit the ESCA event page to learn more about the 2026 summit.
Meet Our Team
mdrake@baserockpartners.com
(312) 882-7649
Meet Matt Drake at The ESOP Association’s Professionals’ Forum in Charleston, SC, February 4-6, 2026. The ESOP Association’s Professionals’ Forum is an in-person event designed exclusively for senior professionals who provide technical, financial, and legal guidance to ESOP companies. We look forward to connecting with fellow ESOP professionals throughout the Forum.
The Forum is a unique opportunity for professionals to gather with their peers for a collaborative learning experience. And because the Forum is a meeting of professionals for professionals, you can take full advantage of our programming without the pressure of servicing or attending to client needs at our larger, national events. Visit the event page to learn more.
Meet Our Team
mdrake@baserockpartners.com
(312) 882-7649
Mintz hosts ‘From Blueprint to Buyout: Preparing Your Business for M&A’. BaseRock Partners’ Dustin Bass will moderate the panel, with Luke Smith serving as a panelist alongside legal, tax, accounting, and surety professionals from Mamacos, Bysiewicz & Associates, LLC, Alliant Insurance Services, Inc., and Mintz.
The session will explore how construction and engineering company leaders can strengthen operational and financial readiness, address industry-specific transaction considerations, and avoid common challenges when planning for ownership transition.
From Blueprint to Buyout: Preparing Your Business for M&A is hosted by Mintz and will take place on February 11, 2026, at the Sheraton Boston Needham Hotel in Needham, MA. Join fellow owners and executives from construction, engineering, and related companies for an interactive panel on preparing for and executing a successful M&A transaction.
lsmith@baserockpartners.com
(720) 846-0004
Dustin Bass and Scott Duncan of BaseRock Partners present ‘Construction Economic Outlook’ and ‘Ownership Succession in the Construction Industry’ at the Idaho Construction Financial Management & Accounting Conference on November 18.
Their first session, ‘Construction Economic Outlook,’ will explore the macroeconomic forces shaping today’s construction environment and provide insight into what’s ahead for 2026 and beyond.
In their second session, ‘Ownership Succession in the Construction Industry,’ they’ll discuss key considerations for construction company owners evaluating transition options, including value drivers, current M&A trends, ESOP structures, and other internal equity transfer techniques.
BaseRock Partners is proud to participate in the 2025 Idaho Chapter Annual Accounting Conference, hosted by CFMA Idaho. This year’s event will be a half-day conference and feature a series of engaging presentations from subject matter experts and key stakeholders. Sessions will include strategic insights, data-driven discussions, and interactive Q&A opportunities.
dbass@baserockpartners.com
(303) 681-1721
sduncan@baserockpartners.com
(720) 273-2781
Jim Owen of BaseRock Partners and Anthony Ivener, CPA, CGMA of Ivener Management Group, co-present M&A: How to Prepare a Contractor for a Transaction at the 2025 AICPA Construction & Real Estate Conference on December 9.
The session is designed to provide a comprehensive overview of how to prepare a contractor for sale. The presentation will start with a discussion of the pre-transaction process of getting a contractor ready for a transaction, including associated readiness considerations. They will provide a detailed overview of the mergers and acquisitions process and the role of the investment banker.
BaseRock Partners is proud to participate in the AICPA Construction & Real Estate Conference, dedicated to bridging the gap between two powerful industries so that you can better serve your firm and clients as a leader and adviser.
Jim Owen, Managing Director at BaseRock Partners, will attend the ACEC 2025 Fall Conference, Oct. 5-8, 2025 in San Diego, CA.
The conference features insights and practical strategies on issues facing today’s A/E firms, with sessions on talent pipeline solutions, cybersecurity, emerging technologies, and trends driving the next wave of transformation in AEC.
jowen@baserockpartners.com
(312) 498-2242