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 continues to expand. National and public companies are active acquirers of fast-growing, well-performing local operators as they seek to scale efficiently while avoiding execution risk. We also see increased investment activity from Japanese housing companies, residential conglomerates, and private equity firms with decades of housing and residential construction experience.

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

Every engagement is anchored in direct involvement from our most experienced team members, ensuring continuity, judgment, and strategic depth throughout the process. We begin by understanding your goals, the nuances of your business, and the competitive context in which you operate. This enables us to structure a process and position the company in a manner that attracts not just buyers, but the right buyers.

We have led some of the most significant 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.

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

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Featured
SK Builders
Windsor Homes
Rockfish
Davis Homes
Harmony Homes
ODC Builds

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 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

  • “The Whelan team truly exceeded expectations in guiding us through the complexities of telling our story to potential future partners and keeping the deal confidential. Margaret's deep industry expertise, strong relationships and calm demeanor were crucial in helping us find the right fit for our business. Andrea and Luke’s dedication, attention to detail and round-the-clock availability made the process smooth and less stressful than it would have been without their guidance. We couldn’t be happier with the results that the Whelan team delivered and would certainly recommend Margaret and her incredible team to anyone!”

    Todd Pyatt
    President & Co-Founder, Pyatt Builders

  • “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.