I will now turn the conference over to your host, Julie Kegley of Financial Profiles. You may begin. Good morning, and thank you for joining us today to discuss Limbach Holdings' financial results for the first quarter of 2024. Yesterday, Limbach Holdings issued its earnings release and filed its Form 10-Q for the period ended March 31st, 2024. Both documents, as well as an updated investor presentation, are available on the Investor Relations section of the company's website at limbachinc.com. Management may refer to select slides during today's call and encourages investors to review the presentation in its entirety. With me on today's call are Michael McCann, President and Chief Executive Officer, and Jayme Brooks, Executive Vice President and Chief Financial Officer. We will begin with prepared remarks and then open up the call for analyst questions. Before we begin, I would like to remind you that today's comments will include forward-looking statements under federal securities laws. Forward-looking statements are identified by words such as will, be, intends, believe, expect, anticipate, or other comparable words and phrases. Statements that are not historical facts, such as statements about expected improvement in profit and operating margins, are also forward-looking statements. Actual results may differ materially from those contemplated by such forward-looking statements. A discussion of the factors that could cause a material difference in the company's results compared to these forward-looking statements is contained in Limbach's SEC filings, including reports on Form 10-K and 10-Q. Please note that on today's call, we will be referring to some non-GAAP measures. You can find the reconciliation of these historical non-GAAP measures to the most directly comparable GAAP measures in our first quarter earnings release and in our investor relations investor presentation slide deck, both of which can be found on Limbach's Investor Relations website and have been furnished in the Form 8-K filed with the SEC. With that, I will now turn the call over to Mike McCann. Good morning, everyone. Welcome to our stockholders and analysts, as well as those who may be new to Limbach. Thank you all for joining our call today. Before we get to the highlights of the first quarter, I'd like to remind everyone of the key elements of our business strategy. First, we are shifting our business mix from general contractor relationships, or GCR, to owner direct relationships, or ODR. Two, we are expanding margins through evolved service offerings. And three, we are scaling the business through strategic acquisitions, whether those are tuck-ins, expansion to new geographies, or additional service offerings. We focus on six key verticals: healthcare, industrial and manufacturing, data centers, life science, higher education, and culture and entertainment. These industries require uninterrupted building operations that cannot fail. We provide building owners with solutions and services to maintain and upgrade their mission-critical mechanical, electrical, and plumbing infrastructure. We believe our strategy and core vertical focus is the best way to grow earnings and create stockholder value. So why do we see it this way? Our ODR segment is a higher margin, lower risk business model that is less impacted by macroeconomic trends. By shifting our business mix to the ODR segment versus the GCR segment, we are building a more stable, economically resilient business with a better long-term growth profile. Additionally, this business model does not require significant capital expenditure investment and is expected to generate strong free cash flows. By expanding and evolving our service offerings, we believe that we can grow market share with existing customers and position Limbach for recurring revenue streams from these owner direct relationships, while flexing with our customer needs between operating and capital project budgets. All this equals a business with attractive organic and acquisition growth opportunities, less volatility, and more consistent execution. Our first quarter results demonstrate that our strategy is working. In Q1, gross profit increased by 18.5% over Q1 2023, to $31.1 million. Additionally, gross margin increased to a record 26.1% compared to 21.7% last year. Adjusted EBITDA increased 35.4% over Q1 last year to $11.8 million. Revenue was down slightly, which is a result of the intentional strategy to scale down the GCR business in favor of ODR and therefore increase margins. Q1 is a seasonally slower quarter due to weather and customer budgets. We anticipated this and highlighted this in our last call. We began gaining momentum in March, and we expect to sustain this for the rest of the year with our seasonally stronger quarters. From a vertical market demand perspective, healthcare continues to be our top priority. The operational spending in healthcare tends to be steady, and we are starting to see signs of some of our customers that infrastructure spending is gaining momentum. In fact, we're already working with our customers to build spend plans for fiscal year 2025. Another vertical market that continues to be very strong is industrial and manufacturing. We see a lot of work that is being performed in the Midwest into the Southeast. We are seeing companies continue to invest and expand their production lines. The ODR business grew in Q1 as a result of the two acquisitions we made last year, in addition to substantial organic growth. We continue to accelerate the mix shift to ODR from GCR, with ODR comprising 62.4% of revenue for the quarter, an increase of 55.1% against Q4 2023. Keep in mind that last quarter, we set a range for the year between 60%-70%. We are already well within that range. In addition to increasing margins through ODR growth, we are expanding margins by evolving our service offerings. For example, as I mentioned last quarter, we are investing approximately $4 million in portable HVAC rental equipment to provide urgent and critical system solutions for our customers. This strategic investment is designed to provide an additional service offering and grow our market share with existing customers....We're now just entering cooling season. We expect to see this new offering to take hold over the next few months and begin realizing revenue in the third quarter. There is ample opportunity to grow our business with customers through our existing services as well. Our strategy is account focused and customer centric. This starts with establishing daily on-site presence, which is typically focused on responding to operator expense needs, but the account team is also focused on building customers' capital plans. One of our key accounts in a local market recently came to us with the need to quickly transition funding into capital projects. Because we have an established relationship with them and they understand we are capable of providing engineered solutions, they quickly turned to us to develop a capital project funding plan under a sole source design build arrangement, thereby gaining competitive advantages relative to the competition in the marketplace and continuing to develop our long-term relationship with that customer. Turning to the progress on acquisitions. We're pleased with the contributions from the two we made last year, Acme Industrial and Industrial Air, and the growth they've contributed to our ODR business. As I mentioned earlier, one of the key strategies is scaling the business through strategic acquisitions. We currently have a robust pipeline, both tuck-ins and geographic expansion acquisition candidates, and we continually evaluate them to find the right strategic fit, which is critical to the success of the acquisition. We continue to be extremely selective about the business that we pursue, and our strong free cash flow and balance sheet will enable us to execute such acquisitions when we find the right target. I'll now turn it over to Jayme to provide detailed financial highlights before I return with additional commentary. Jayme? Thanks, Mike. Our first quarter 2024 earnings press release and Form 10-Q were filed yesterday and provide comprehensive details of the company's financials, so I will focus on the highlights from the first quarter. During the quarter, we generated consolidated revenue of $119 million versus $121 million in Q1 of 2023. And as expected, consolidated revenue declined by 1.7% due to our focused shift to our ODR segment. ODR revenue grew 26.5% to $74.3 million, while GCR revenue declined 28.2% to $44.7 million. As Mike indicated, the decline in GCR revenue is intentional as we continue to execute our mix shift strategy to ODR. In the first quarter, ODR revenue was 62.4% of consolidated revenue, up from 48.5% last year. This is driving our gross profit and adjusted EBITDA results. Total gross profit increased 18.5% to $31.1 million for the quarter, from $26.2 million in Q1 2023, because of the mix shift to ODR. ODR gross profit contributed 71.3% of the total gross profit dollars, or $22 million. ODR gross profit increased $6.2 million, or 39.3%, driven by higher revenue, with expanded gross margins in Q1 to 29.8% versus 27.1% in Q1 of 2023. GCR gross profit decreased $1.4 million, or 13.5%, due to lower revenue, with our focus on smaller and shorter duration projects at higher margins. This enabled GCR gross margins to expand to 20% from 16.6% in Q1 of 2023. As a result, gross margin on a consolidated basis for the first quarter was a record 26.1%, as Mike mentioned, up from 21.7% in the prior year. During the quarter, SG&A expense increased approximately $1.8 million to $22.9 million from $21 million in Q1 of 2023. As a percentage of revenue, SG&A expense was 19.2%, up from 17.4% in 2023. Approximately $1.1 million of the $1.8 million increase was primarily due to our two new acquisitions that were not part of our company in Q1 of 2023. For 2024, we are still targeting SG&A expense as a percentage of consolidated revenue to be around 18%-19% as we continue to invest in our ODR business to drive growth. Adjusted EBITDA for the first quarter was $11.8 million, up 35.4% from $8.7 million in Q1 of 2023. Adjusted EBITDA margin for the first quarter was 9.9%, up 37.7% from 7.2% in Q1 of 2023. We had net income for the first quarter of $7.6 million, or $0.64 per diluted share, compared to $3 million or $0.27 per diluted share in 2023. This represents a 153.5% growth in net income and does include a $2.4 million tax benefit related to the vesting of stock-based compensation awards that vested in the current period at a higher strike prices than when we were granted. Turning to cash flow. We had $3.9 million operating cash outflow during the first quarter, compared to an operating cash inflow of $9.4 million in 2023. This difference was primarily driven by the timing of billing and collections as it relates to accounts receivable. Cash flows from investing activities reflected the purchase of $2 million of rental equipment in the quarter. The remaining investment of $2 million in rental equipment was on order at the end of the quarter, and we should see the cash usage in Q2. Also during the quarter, we had $5.2 million of cash outflow for the taxes paid for the net share settlement of equity awards. Of this amount, $4.3 million of cash was paid to the taxing authorities directly by the company by withholding shares rather than selling the shares in the open market to cover the taxes. This was done as part of our focus on capital allocation to create stockholder value. Based on the stock prices on the vesting dates of these awards, the company would have issued 88,295 shares of common stock into the open market if the company did not elect the withhold to cover method. Free cash flow for the quarter was $11.8 million, compared to $6.6 million in Q1 2023, an increase of 77.5%, which we define as cash flow from operations minus changes in working capital, minus capital expenditures, excluding our investment in rental equipment, which is approximately $2 million in Q1. The free cash flow conversion of Adjusted EBITDA for the first quarter was 100.3% versus 76.4% in the first quarter last year. We continue to target a free cash flow conversion rate of approximately 70% for 2024, excluding our investment in rental equipment, which is approximately $4 million. We continue to expect CapEx for 2024, excluding the investment in the rental equipment, to be approximately $3 million due to the acceleration of our ODR strategy. Turning to our balance sheet, at the end of Q1, we had $48.2 million in cash and cash equivalents, and $10 million borrowed on our $50 million revolving credit facility at a weighted average interest rate of 5.7%. Our balance sheet remains strong, and we are well positioned to make the necessary investments to drive our ODR expansion and acquisition strategy. Now let's turn it back to Mike for closing remarks. Thank you, Jayme. 2024 is off to a great start, and I'm very optimistic about Limbach's future, not only in 2024, but for years ahead. There is still tremendous opportunity to grow our wallet share with customers. We continue to evolve the company and shift towards a greater focus on working directly for building owners. We have added dedicated account and sales staff in order to become embedded with our top customers and partnering with them for years to come. Because of the progress we made in Q1 and our optimism about the rest of the year, we are increasing our guidance. We now expect ODR to be 65%-70% of total revenue. That's an increase from 60% on the low end and implies ODR revenue growth of 25%-36%. We're also increasing our Adjusted EBITDA guidance to $51 million-$55 million, up from $49 million-$53 million. As a result, we expect to see full-year Adjusted EBITDA margin in the range of 9.6%-10.8% for 2024, based on our unchanged full-year total revenue guidance of $510 million-$530 million. I think it's important that investors see Limbach as more than a mix shift story. We are transitioning as fast as possible to our optimal mix. Once that optimal mix shift between ODR and GCR is achieved, top line consolidated revenue should reflect our growth both organically and from acquisitions. We continue to be excited by our prospects, the long runway of growth we envision, and by the significant opportunity we have to create stockholder value. Thank you. And with that, we'll open up for a question-and-answer session. If you'd like to ask a question, please press star one on your telephone keypad. A confirmation tone will indicate that your line is in the question queue. You may press star two if you would like to remove your question from the queue. For participants using speaker equipment, it may be necessary to pick up your handset before pressing the star key. Once again, to ask a question, press star one on your telephone keypad. We'll pause for a moment to pull for questions. And our first question comes from Rob Brown with Lake Street Capital. Please state your question. Good morning, Mike and Jaye. Good morning. Good morning. Congratulations on all the progress. On the ODR growth, pretty strong outlook there. Just wondering if you could give a sense of some of the macro themes driving that. Is this a catch-up in spending, or is this really kind of driven, growth driven by your new sales effort and kind of focus on the customer strategy? Sure, Rob, great question. From an ODR growth perspective, a lot of this really comes down to our strategy, which is to focus on six key vertical markets where the demand is durable. We're working in mission-critical facilities where their operations can't go, can't go down. So probably the best way to characterize this is just, I'm gonna highlight three different vertical markets that are very important to us. One is healthcare. We made a big investment from a sales perspective to capture the OpEx spend. There's been a lot of deferred maintenance that we've been able to capture. I would tell you, even looking out into the next year or so, we're starting to build budgets right now, and we're starting to see capital projects re-energized. Industrial manufacturing, still very strong. A lot of that comes in the Midwest and Southeast. Tremendous opportunity in that as well, too, and that's from a couple of the acquisitions that we did. We've been able to capture that vertical market. And the last thing I want to highlight is data centers. So a lot of these data centers get old quick. Their equipment is about a quarter of the [life] from a runtime perspective, so it needs to be replaced quickly. We've got lots of questions from a lot of customers on relatively new data centers where there's upgrades that need to happen. So I think that's gonna be another opportunity as we look further down the line. So, you know, I definitely think it really comes down to our focus on those mission-critical vertical markets where their infrastructure is absolutely critical to their operation. ... Okay, great. Thank you. And then, maybe in the rental business, you, you highlighted a bit, how much more CapEx do you think that requires? Or how do you see that growing? Or is this, is this just a nice adder to the service, activity that you do, and, and it will be, kind of the CapEx for this year, and that don't expect more than that? You know, the rental equipment we purchased, it's really, it's cooling based, it's not heating based. So right now, as things start to get really warmer in our markets, starting from the south up to lead to the northeast, you know, we anticipate that equipment start to move. So the reason why we invested in this equipment, you think about it, you know, we're in a building. We've invested these on-site account managers. We are currently, in the past, have captured the quick repair work, and our goal is to capture, obviously, the capital projects. But there's a gap between repair work and capital projects. A lot of time is filled by that rental business, rental equipment. So it's more about providing a complete offering that's that end-to-end from repair to replacement in that middle location as well, too. Jayme, anything you wanna add? Yeah, and Rob, we had flagged $4 million for equipment this year. We actually paid cash out of $2 million during the first quarter, but it is on order. So, you'll see the rest of that cash flow that will hit in most likely in Q2 as we receive that product. So at this time, we've designated, you know, $4 million as our budget for the year of rental equipment. But as Mike said, as we get further into the hot months, if there's, you know, a need and opportunity, we may reassess that and look to maybe expand the fleet. Okay, great. And then lastly, in the M&A environment, I know you've looked at things for quite a while. How active do you expect to be there, or is it more opportunistic as you find things and they mature? You know, our goal is to be selective and to be opportunistic. So there's definitely a robust pipeline out there. And I would also highlight, obviously, the two that we did last year, which is Industrial Air and Acme Industrial. Those, those are working out very well. We're very excited about the customer penetration. So for us, it's really making sure that we get the right fit, that we're able to integrate with the company to get synergy, not necessarily just from the deal, but how that, how that company now fits into the overall, overall Limbach. So still a robust pipeline. We're being extremely selective, but our goal is to do acquisitions, so. Okay, great. Thank you. I'll turn it over. Thank you. Thanks. And a reminder, to ask a question, press star one. To remove yourself from the queue, press star two. Our next question comes from Gerry Sweeney with Roth Capital Partners. Please state your question. Hi, this is Brandon Rogers on for Gerry Sweeney. Thanks for taking my question. Thank you. So, you guys are successfully navigating the shift to ODR. You raised the percentage of revenue from 65% to 70%. When do you expect to reach the optimized segment mix, and once you reach that optimized mix, where do you think, where do you see margins and revenue at? Great question. As you stated, we've adjusted from the 60%-70% target to 65%-70%. So we are definitely trying to make that transition as fast as possible. And how we're doing that is really in a couple of different pieces. So this year, we've invested in sales resources, on-site account managers, to really capture that OpEx. Our goal is to make additional investments from a capital project perspective, especially going into 2025, which really will help continue to accelerate that revenue growth. So from a long-term perspective, in our deck, we pointed to beyond 2024, getting to a point where it's approximately 80% owner direct, 20% GCR. We're moving as fast as possible in order to get the optimal mix. Obviously, once we achieve that mix, there's a lot more margin expansion on top of that. And I think also from a margin expansion story, it's not just the mix, but it's also our ability to introduce service offerings as well, too. Obviously, finishing and getting to that optimal mix, having the right offerings, there's a pickup, I think, on both sides of it. Awesome. Thank you for the color. And then just one more for me. You discussed acquisitions a little bit, but can you just discuss how the successful acquisition integration with Acme and Industrial Air? And I saw you mentioned robust pipeline. Is there any ideal targets that you have coming down the pipe in the next 3-6 months, maybe 9 months out? Sure. So just to talk a little bit about both of the deals that we've done. So Industrial Air, very much in the industrial manufacturing space. A couple key components which has made that deal successful so far, is their ability to have a concentrated owner direct base, that is expandable. They also have an equipment line that allows us to have an installed base similar to an OEM. Between customers, the equipment offering that they have, and I would also tell that from a cultural fit as well, too. Those three components have really, you know, we're excited about not only the opportunity right now, but also the future opportunity industrial. From an Acme perspective, they are also in the industrial vertical market, hydro, different types of industrial manufacturing. So they've introduced us to several new clients with future spend down the line as well, too. So cultural fit, owner-direct customers, expansion opportunities, those are really the three key components that both of those deals have. So looking down the line, we are continuing to look through plenty of opportunities, a robust pipeline. We're trying to be selective, and obviously, we're trying to, we wanna get deals done, but we wanna get the right deals done, so. Awesome. Thank you so much. Appreciate you taking my questions. I'll take the rest online, offline. Thank you. There are no further questions at this time. I'll hand the floor back to Mike McCann for closing comments. Thank you all for your participation today and for your continued interest in Limbach. If you have any additional questions, please reach out to Julie Kegley at Financial Profiles.