Jason Tilgen

“To start, in the prepared remarks, we talked a little bit about the midterm elections and being a tailwind to the business.”

“It sounds like the guidance is fully intact here, so I'm going to ask some more targeted questions. The first ones on your commercial energy business, it grew 4% in the second quarter.”

“I believe in the prepared remarks, you talked about the advisory business for commercial energy growing mid-teens year over year in the quarter.”

“The guidance implies PAC ASP growth of sort of 1% at the midpoint. Obviously, you're lapping very strong growth from the past few years, but curious, what are some of the puts and takes to consider with that range of pricey expectations relative to recent trends?”

“I guess to start, you noted the repair remarks that you're already starting to see some improvement in productivity of client work and internally from AI.”