Windsor Homes Acquired by Stanley Martin Homes

Sep 17

Whelan Advisory acted as the exclusive financial advisor to Windsor Homes, a top five homebuilder and leading land developer in Greensboro, NC, in its sale to Stanley Martin Homes, the 21st largest homebuilder in the country and subsidiary of Japan-based Daiwa House. Whelan Advisory has now completed its 10th successful transaction with Japanese-owned buyers

This transaction further strengthens Whelan Advisory’s extensive track record working with founder-owned businesses in the residential real estate sector. Our team has advised on 45 successful transactions since 2018, totaling $14.8 billion across M&A, debt, and equity.

“We met Margaret at a conference years ago before we were looking to sell. She stayed in touch, visited us in Greensboro, and knew the fit and philosophies were aligned when Stanley Martin indicated interest in our markets. Whelan’s understanding of the market and personalities of the companies she serves is unsurpassed. In addition, the technical, financial, and legal guidance the Whelan team, Andrea and Trent in particular, provided throughout the transaction process was invaluable.”

— Tom Hall, Founder & President, Windsor Homes

“It was our pleasure to represent the Windsor Homes team on this transaction. As a leading homebuilder and developer in the growing North Carolina Triad and Wilmington markets, Windsor Homes was a natural fit and partner for Stanley Martin, given their complementary geographic markets and cultural alignment. We ran a targeted, rifle-shot process and the strength and organization of the Windsor team led to a great result for our client. We are thrilled for Tom Hall and team!”

— Margaret Whelan, Founder & CEO, Whelan Advisory

Transaction led by: