Auxo Firm Directory · Independent Research Profile

AEC Management Solutions

AEC Management Solutions identifies itself as an advisory firm serving architecture, engineering, and construction professionals across the United States. Its stated services include business valuations, ownership-transition planning, buy-side and sell-side M&A advisory, seminars, and training.

Key takeaway

What stands out about AEC Management Solutions

AEC Management Solutions presents itself as an AEC-focused advisor rather than a disclosed investment fund or acquisition vehicle. Its public offering covers valuation, ownership transition, M&A advisory, training, and related consulting, while its marketplace displays confidential AEC opportunities seeking acquisition partners.[1][2][3][4]

What does AEC Management Solutions do?

AEC Management Solutions identifies itself as an advisory firm serving architecture, engineering, and construction professionals across the United States, with Herbert M. Cannon as principal and founder. The firm states that it has advised 500+ firms and has 30+ years of industry experience.[1]

The firm publicly offers business valuations, ownership-transition planning, buy-side and sell-side M&A advisory, seminars, and training for AEC firms. Its official services page also lists strategic planning, management audits, human-resources audits, incentive-compensation programs, project-management training, financial-management seminars, cash-flow and collections seminars, ownership-transition services, and valuation services.[1][2]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Public size / criteria information
The firm's website states that it has advised 500+ firms, has 30+ years of industry experience, and operates nationwide. The official services page does not state a universal minimum revenue, EBITDA, enterprise-value, employee-count, or transaction-size criterion for engagements. Public marketplace examples include AEC firms with 12, 19, and 20 employees.[1]

What should a business owner evaluate before hiring AEC Management Solutions?

For an owner evaluating an advisory engagement, the firm’s public materials establish an AEC-exclusive focus, valuation and ownership-transition services, sell-side preparation, buyer identification and vetting, deal structuring, and confidential marketplace handling. The public materials do not establish the firm’s recent closed-deal record, fee mechanics, or transaction terms. An owner should therefore clarify recent completed transactions, references, valuation methodology, engagement fees and expenses, exclusivity, tail and termination provisions, confidentiality procedures, conflicts procedures, engagement scope, and the legal entity contracting for the work.[1][2]

01

Which AEC transactions has the firm closed in the last 24 months, and can it provide references or anonymized deal summaries

The public materials identify marketed opportunities but do not disclose completion status or confirmed counterparties for those listings.[1][3][4]
02

What are the engagement fee, success-fee, expense, exclusivity, tail, and termination provisions

The official services page describes advisory and valuation services but does not publish a universal fee schedule, success-fee percentage, minimum fee, tail period, or termination schedule.[2]
03

How does the firm value backlog, recurring clients, work in progress, owner compensation, and partner interests

Business valuations are a stated service, but the public service descriptions do not set out a valuation methodology for these specific AEC items.[1][2]

What size transactions and clients does AEC Management Solutions focus on?

AEC Management Solutions states that it works exclusively with architecture, engineering, and construction firms. Its public examples and descriptions include architecture, engineering, civil, surveying, and MEP businesses.[1][3][4]

The public materials identify marketed opportunities rather than confirmed closed transactions. Examples include a Southern California architecture firm with 19 employees, an Illinois MEP engineering firm with 20 employees, a Southern California civil engineering and survey firm with 12 employees, and a North Carolina architecture firm with 2 partners and 6 employees.

The current official homepage marketplace does not disclose seller names, buyer names, closing dates, transaction values, consideration terms, financing terms, or completion status for its listed opportunities. The Southern California and North Carolina opportunity memoranda also do not confirm that a transaction closed.[1][3][4]

The firm’s stated M&A advisory work includes sell-side preparation, qualified-buyer identification, deal structuring, process management through closing, buy-side target identification, due-diligence support, and integration planning.[1]

What does AEC Management Solutions publicly disclose about fees, process and engagement terms?

The official services page lists advisory and valuation services but does not publish a universal advisory-fee schedule, success-fee percentage, minimum fee, tail period, or termination schedule. The official homepage marketplace does not disclose seller or buyer names, closing dates, transaction values, consideration terms, financing terms, or completion status for listed opportunities.

The official services page also does not state a universal minimum revenue, EBITDA, enterprise-value, employee-count, or transaction-size criterion for engagements.[1][2]

The Florida Division of Corporations lists AEC MANAGEMENT SOLUTIONS, LLC as an active Florida limited liability company. The firm’s website separately states that team member Shaun R. Humiston holds FINRA Series 7, 66, 57, and 24 licenses; that disclosure concerns an individual credential and does not establish firm-level broker-dealer or investment-adviser registration.[1][5]

AEC Management Solutions states that its marketplace consists of confidential listings of AEC firms seeking acquisition partners and that inquiries are handled with full discretion. Its stated advisory process includes buyer identification and vetting, deal structuring, process management through closing, due-diligence support, and integration planning.[1]

Questions to ask before hiring AEC Management Solutions

Which AEC transactions has the firm closed in the last 24 months, and can it provide references or anonymized deal summaries?
The public materials identify marketed opportunities but do not disclose completion status or confirmed counterparties for those listings.[1][3][4]
What are the engagement fee, success-fee, expense, exclusivity, tail, and termination provisions?
The official services page describes advisory and valuation services but does not publish a universal fee schedule, success-fee percentage, minimum fee, tail period, or termination schedule.[2]
How does the firm value backlog, recurring clients, work in progress, owner compensation, and partner interests?
Business valuations are a stated service, but the public service descriptions do not set out a valuation methodology for these specific AEC items.[1][2]
Which strategic buyers and private-equity-backed platforms are active for the seller's subsector and geography?
The firm states that it identifies qualified buyers and supports buy-side and sell-side M&A activity, while its public examples span multiple AEC subsectors and U.S. regions.[1][3][4]
Who will lead the engagement and conduct buyer outreach?
The firm identifies Herbert M. Cannon as principal and founder and describes buyer identification and process management among its M&A services.[1]
What confidentiality, conflicts, and data-room procedures apply, and which legal entity will contract with the seller?
The firm describes its marketplace as confidential and handled with discretion, while the Florida registry identifies AEC Management Solutions, LLC as an active limited liability company.[1][5]
Does any part of the engagement involve broker-dealer or investment-adviser activity?
The website states that an individual team member holds FINRA Series 7, 66, 57, and 24 licenses, but that individual-level disclosure does not establish firm-level registration.[1]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Services / capabilities
  3. Transaction / portfolio evidence
  4. Transaction / portfolio evidence
  5. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

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