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Investment Banking Exclusive to Housing

As the housing industry’s leading independent investment bank, Zelman provides comprehensive M&A advisory services and capital markets solutions to our corporate and investor clients, their boards and special committees. Our unique advantage is our fundamental comprehension of all facets of U.S. housing and the associated capital and M&A transaction markets – this unparalleled capability enables us to help our clients achieve their strategic and financing objectives through all phases of the housing business cycle. 

As the industry leader, we thrive by placing our clients’ interests first, acting with conviction informed by deep research and analysis, and living by the highest standards of character and integrity. When partnering with Zelman, clients can expect unconflicted, world-class advice and hands-on involvement from veteran dealmakers operating within the most rigorous levels of confidentiality and discretion.
Investment Banking Exclusive to Housing
Capital Markets

Capital Markets

Our prominence with the institutional investment community provides Zelman direct insight and understanding of the housing capital markets, including detailed knowledge of capital sources, capital costs, and capital availability. With this differentiated capability, we provide clients sophisticated security structuring and distribution services to hundreds of institutional debt and equity investors that focus on a range of investment strategies throughout the capital structure, addressing a broad range of capital uses including growth capital, buyouts and refinancings. 

For debut public debt offerings and initial public equity offerings, we provide guidance on preparation, advice on key decisions, and we help manage underwriting syndicate banks, in addition to underwriting and distributing the securities. Our independence and objectivity, coupled with our direct and long-standing relationships with the housing investment community, directly inform our ability to advise and execute capital markets transactions for clients.
 

  • High Yield Notes
  • Primary and Secondary Equity Offerings
  • Initial Public Offerings
  • Private Equity Placements
  • Institutional Term Loans
  • Private Debt Placements
  • Investment Grade Notes
  • Project Financing
  • Joint Venture Financing
  • Strategic Investor Sourcing
  • Minority Investments
 
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Mergers & Acquisitions

We partner with our housing clients in evaluating their most strategic and complex corporate decisions, and executing resulting transactions. Zelman has an extensive track record for successful and innovative transaction outcomes, having recently executed transactions valued over $14 billion and routinely ranking as the #1-ranked advisor in our areas of focus. 

Zelman's core housing industry knowledge, execution platform, extensive corporate and investor relationships, and other critical transaction capabilities make us a natural, effective, and uniquely valuable advisory partner.

 
  • Acquisitions
  • Mergers
  • Corporate Valuations
  • Spin-offs
  • Divestitures
  • Special Committee Assignment
  • Financial Restructurings
  • Strategic Alternatives
  • Joint Ventures
 
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Mergers & Acquisitions
HousingTech

HousingTech

Serving as a critical interface connecting innovators and entrepreneurs with our vast network of industry operators and institutional investors, we partner with clients to facilitate strategic introductions, capital investments and commercial partnerships.
 
By leveraging our industry expertise and deep relationships across all facets of the housing ecosystem, Zelman is uniquely capable of positioning innovative start-ups for success while allowing established operators to participate in the wave of technological innovation and new business models that are materializing across the broader housing and real estate industry.

Our strategic network incudes leading executives and operators throughout housing and residential real estate:
 
  • Apartments / Multi-Family
  • Mortgage Lending
  • Building Products
  • Mortgage Technology
  • Homebuilding
  • Real Estate Brokerage
  • Homecenters
  • Single-Family Rental
  • Land Development
  • Title Insurance
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Select Transactions

TRI Pointe Group

$350 Million Senior Unsecured Notes

Zelman Served as Co-Manager

June 2020

Zelman served as Co-Manager for TRI Pointe’s $350 Million Senior Notes due 2028
 
TRI Pointe Group is a leading public homebuilder operating through six homebuilding brands in nine states
 

Essent Group

$399 Million Primary Equity Offering

Zelman Served as Co-Manager

May 2020

Zelman served as Co-Manager on Essent Group’s $399 Million Primary Equity Offering
 
Essent Group is a Bermuda-based holding company comprised of subsidiaries that offer private mortgage insurance for single-family mortgage loans in the United States and provide private capital to mitigate mortgage credit risk, allowing lenders to make additional mortgage financing available to prospective homeowners
 

Elite Homes

Company Sale to

Zelman Served as Exclusive Financial Advisor - Sell-Side

November 2019

Zelman served as Exclusive Sell-Side Financial Advisor to Elite Homes

Elite Homes is a leading private builder in Louisville, KY with a reputation for high-quality luxury homes for move-up and active-adult buyers
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Meet Our Team Leader

Meet Our Team Leader

Led by Tony McGill, our investment banking team has executed over $14 billion of completed transaction value across the M&A and debt and equity capital markets with the largest names in housing – 84 Lumber, American Homes 4 Rent, Blackstone, Clayton Homes (Berkshire Hathaway), D.R. Horton, Installed Building Products, National MI, Re/Max, Sumitomo Forestry, Toll Brothers and many others.

Tony joined Zelman in 2008, leading our Investment Banking Team to become the most highly sought in housing for strategic advice, M&A and capital markets financings.

Tony can be reached at [email protected].
 

Meet Our Team
Zelman Partners LLC is an affiliate of Zelman & Associates. Zelman Partners is a registered broker dealer and member of FINRA and SIPC.