Success Stories:

How We Deliver Results for Our Clients

South Carolina Homebuilder:
McGuinn Homes

July 2026

  • Headquartered in Columbia, SC, McGuinn Homes was a top five homebuilder – and the largest privately held – in the Columbia market, with operations across South Carolina and Georgia, including Greenville, Savannah, and Augusta

    A highly efficient entry-level builder, McGuinn Homes averaged an 80-day cycle time and a $245K ASP, delivering an affordable product at consistent margins to the largest segment of buyers across the Southeast

    Through a land-light model, the Company controlled more than 4,000 lots providing visibility into future growth and market share expansion

    McGuinn ranked as the 65th largest homebuilder on Zonda’s 2026 Builder 100 list

    Mandate: Sell-side advisor

  • Building on a longstanding relationship across multiple engagements, Whelan Advisory ran a broad auction to identify the optimal strategic partner and maximize shareholder value

    After Whelan Advisory solicited a range of highly competitive offers, Clayton Properties Group emerged as the best fit based on their complementary footprint, cultural alignment, and ability to scale McGuinn Homes’ effective entry‑level platform across its markets

    Structured as an equity purchase to preserve McGuinn Homes’ C-Corp tax benefits, Whelan Advisory led the LOI negotiations, definitive agreement process, and due diligence through closing

  • In July 2026, Clayton Properties Group, a subsidiary of Berkshire Hathaway (NYSE: BRK.B), acquired 100% of McGuinn Homes

Land Banking Capital Raise: Schuber Mitchell Homes

November 2025

Tombstone for Schuber Mitchell Homes announcing a capital introduction, land banking, capital raise, and closing in 2025.

  • Schuber Mitchell Homes, founded in 2011 and headquartered in Joplin, MO, ranks as the 77th largest homebuilder in the U.S., according to Builder Magazine’s 2025 Builder 100 list

    With initial operations in Joplin and Northwest Arkansas, the Company entered Tulsa, OK through a greenfield expansion in 2023 and Springfield, MO via acquisition in 2024

    The Company delivered approximately 800 homes in 2024 and is preparing for an acceleration in growth in the coming years

    Mandate: Land banking capital raise

  • Whelan Advisory partnered with the Schuber Mitchell team to understand long-term growth objectives and capital needs relative to the Company’s existing lot pipeline and upcoming opportunities

    Analyzed various capital sources available to fund incremental land acquisition, identifying land banking as a strategic addition in their capital strategy

    Evaluated land pipeline and project proformas to identify target projects for capitalization and facilitated capital partner introductions leading to multiple term sheets.  Provided comparable analysis of offer terms and structures, and assisted in the procurement of transaction counsel

  • In November 2025, Schuber Mitchell closed on the first project of a ongoing financing partnership with Essential Housing, under which Essential Housing will finance finished lots across multiple developments and markets

  • Builder: Schuber Mitchell Homes Establishes Land Banking Partnership With Essential Housing

South Carolina Homebuilder: SK Builders

October 2025

Tombstone for SK Builders Incorporated indicating a sell-side advisory for the sale of 100% to D.R. Horton, closing in 2025.

  • Founded in 1994, SK Builders was a top five homebuilder and the largest privately held builder in Greenville, SC with a top ten presence in nearby Spartanburg, SC

    Specializing in entry-level single-family homes, SK Builders served the largest buyer pool in one of the nation’s fastest growing top-50 homebuilding markets

    Robust pipeline of more than 1,900 lots, a mix of self-developed lots and optioned takedowns, positioning the Company for sustained long-term growth

    Second generation, privately owned by two brothers

    Ranked the 109th largest homebuilder by Builder Magazine in the 2025 Builder 100 list

    Mandate: Sell-side advisor

  • After seller had unsuccessfully marketed the company for sale, Whelan was engaged to lead a comprehensive sell-side M&A process, with the objective of enabling ownership’s transition out of the business while ensuring continuity for management and employees post-close

    Contacted a broad universe of potential buyers – including public builders, private builders, private equity investors, and Japanese housing companies – resulting in multiple competitive offers

    Actively managed the closing due diligence process to reduce workload on the management team and ensure a timely close, coordinating numerous advisors and third parties

    The transaction was structured as a purchase of the homebuilding assets, with land development operations carved out. The owners will continue to pursue land development under a new brand

  • In October 2025, D.R. Horton (NYSE: DHI) acquired 100% of SK Builders

  • Builder Magazine: D.R. Horton Acquires SK Builders