Selling your business is emotional. Let our proven process keep you focused on success.

Mergers & Acquisitions

The buyer universe for regional or private housing and construction companies is becoming wider. Larger national and public players remain interested in acquiring fast growth, well-performing local builders as they look to avoid the risk of paying a dumb tax. We are also seeing more buyers from Japanese housing companies, residential conglomerates like Clayton Homes, and Private Equity firms with decades of homebuilder experience.

While preparing to sell your company can be stressful, time consuming, and emotional, our methodical and proven process allows you to stay focused on the end goal.

Before embarking on the M&A process, we first seek to understand what our clients are trying to achieve and work to best position the company so we can ultimately find not just any buyer, but the right buyer. We also ensure our clients get the best terms, rigorously pursuing deals working closely with our clients from the first introductions until the closing documents are signed.

Whelan advisory panel discussion on stage with five speakers seated, facing an audience in a large conference room

We have led some of the largest M&A transactions in the industry and bring unmatched expertise to our clients. We use a proven and disciplined approach to achieve a premium valuation for our clients.

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Jones Company of Tennessee
Pyatt Builders
Prestige
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Anglia Homes
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Recent Transactions

Client Testimonials

  • “Margaret and her team are phenomenal; their professionalism and ability to get to know us on a personal level helped the transaction run smoothly from beginning to end. They used their industry expertise to find us the perfect fit in Synergos, as we wanted a partner who valued their employees as much as we do. The Whelan team kept us informed, organized and on track from beginning to end! We highly recommend Margaret and her team, and sincerely appreciate all their hard work and dedication in finding Focus Companies the right partner.”

    Steve Menzies
    Founder & Majority Owner, Focus Companies

  • “We were absolutely blessed to have met Margaret at an industry conference and then have her later represent us. The Whelan team’s industry knowledge was vital in telling Truss Fab’s story, especially in emphasizing our use of technology and the strength of our entrepreneurial team. They carefully guided us through each step and found us the best partner in US LBM. We truly appreciate their hard work and invaluable strategic advice from start to finish.”

    Dean Rana
    Founder & President, Truss Fab Companies

  • “Our experience with Margaret was likely more unique in that it was in the midst of the rapid spread of COVID-19. We had initially met Margaret at a conference (back when we had those in person) and really felt like she listened and wanted to do what was right for our business. Despite the challenging and uncertain times, COVID presented, Margaret worked to put together a transaction for us that accomplished our desires and needs. Throughout the process, I always felt like Margaret genuinely cared and worked hard to ensure we were well represented and making the right decisions. Margaret is very well connected and presented many different potential paths for us, including her guidance. We still keep in touch with Margaret today as we navigate our next chapter and would not hesitate to use her and her team again.”

    Patrick Ginn
    Owner & CEO, Ginn Group

  • “M&A is not our focus, and we did not want the possibility of a deal to distract us from what we love doing. Margaret did a good job in facilitating the deal, which proceeded smoothly. We had discussions with two Japanese companies and felt comfortable working through the early negotiation stages with both of them. The Wall Street firms did not ensure the best long-term interests of all of our people, and that was a priority for us.”

    Greg Yakim
    President, CastleRock Communities

Disclaimer: Testimonials may not be representative of the experience of all customers and are not a guarantee of future performance or success.

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