Investment Banking

Zelman provides a broad range of financial advisory services and capital raising solutions to the housing industry, including homebuilders, building products manufacturers and distributors, single-family rental companies, multi-family rental companies, mortgage companies, land developers and other residential real estate and related firms.

 
Corporate Advisory

Corporate Advisory

Zelman is the leading boutique investment bank dedicated exclusively to the U.S. housing industry with extensive expertise, knowledge and experience in executing mergers, acquisitions, and financial advisory transactions. Our firm has an extensive track record for successful and innovative transaction outcomes, having recently executed transactions valued over $6 billion. 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.

Buy-Side Mergers & Acquisitions
Sell-Side Mergers & Acquisitions
Divestitures
Strategic Alternatives
Financial Restructurings
Special Committee Assignments
Capital Markets

Capital Markets

The depth and breadth of our institutional investor relationships provide Zelman unparalleled insight and understanding of the housing capital markets, including detailed knowledge of capital sources, capital flows, capital costs, and capital availability for the U.S. housing industry. With this unique advantage, we offer investment banking clients sophisticated security structuring and distribution services to hundreds of public and private debt and equity investors that focus on a range of investment strategies throughout the capital structure.

Public Equity Offerings
Private Equity Placements
Public Debt Offerings
Private Debt Placements
Joint Venture Project Capital
Strategic Investor Sourcing

Meet Our Team

Anthony J. McGill

Anthony J. McGill

Managing Director

Head of Investment Banking

Haitham Said

Haitham Said

Vice President

Investment Banking

Jaclyn Doak

Jaclyn Doak

Associate

Investment Banking

A.J. Luzarraga

A.J. Luzarraga

Associate

Investment Banking

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Anthony J. McGill

Anthony J. McGill

Managing Director, Head of Investment Banking

Tony is a Managing Director and Head of Investment Banking at Zelman. Tony has led Zelman’s origination and execution of public and private debt and equity capital raise and M&A transactions totaling over $12 billion of completed value.

Tony has executed transactions with housing’s leading companies including 84 Lumber, American Homes 4 Rent, Arcadia Communities, Blackstone, CalAtlantic, CamWest, Candlelight Homes, Century Communities, Challenger Homes, Clayton Homes (Berkshire Hathaway), Coleman Homes, David Weekley Homes, DeNova Homes, Edge Homes, Fieldstone Homes, Five Point Communities (Lennar), Goldman Sachs, GTIS, Invitation Homes, Lowe Enterprises, Matlin Patterson, MBK Homes (Mitsui), Meritage Homes, M/I Homes, National MI, NVR, Pinnacle Homes, Ply Gem, Re/Max, Silver Bay Realty Trust, Sumitomo Forestry, Taylor Morrison, Toll Brothers, TRI Pointe and William Lyon Homes, and other prominent institutional investors and operating companies throughout U.S. housing.
Prior to Zelman, Tony was an Associate Director in Investment Banking at Bear Stearns, specializing in public and private capital raise and corporate advisory services, working on over 100 transactions worth $5 billion of value.

Tony graduated with a Bachelor of Arts in Economics from Columbia University in New York and earned his MBA degree with distinction from Oxford.
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Haitham Said

Haitham Said

Vice President, Investment Banking

Haitham is a Vice President in the Investment Banking group at Zelman where he works on a variety of corporate finance and strategic advisory transactions for the housing industry, including homebuilders, building products manufacturers and distributors, land developers and other real estate related firms across the U.S.

Prior to joining Zelman, Haitham was an Associate at KPMG LLP in the Structured Finance Group where he worked closely on ABS, CLO and CDO transactions with a wide range of clients.

Previously, Haitham worked as an Analyst in the Global Transaction Services group at Citigroup.

Haitham graduated with a Bachelor’s degree in Economics from The Wharton School, University of Pennsylvania with concentrations in Finance and Legal Studies.
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A.J. Luzarraga

A.J. Luzarraga

Associate, Investment Banking

A.J. is an Associate in the Investment Banking group at Zelman where he supports the origination and execution of a variety of strategic advisory and corporate finance transactions.

Prior to joining Zelman, A.J. worked at Toll Brothers as a land acquisition analyst.

A.J. graduated with a Bachelor’s degree in Urban Studies & Planning from Columbia University.
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Jaclyn Doak

Jaclyn Doak

Associate, Investment Banking

Jaclyn is an Associate in the Investment Banking group at Zelman with transaction origination and execution responsibilities for strategic advisory and corporate finance assignments across the housing industry, including legal aspects of transaction structuring and documentation.

Prior to her current role, Jaclyn worked as a Summer Associate in the Investment Banking group at Zelman.

Jaclyn graduated with a Juris Doctor where she received top grade in Contract Law and received an MBA from the University of Oklahoma with an emphasis in Finance, Corporations, and Entrepreneurship.

Jaclyn is an attorney with admission to the New York State Bar Association, and a member of the Banking Committee and the Corporation Law Committee for the New York County Lawyers Association.

Select Transactions

Pinnacle Homes

 

Company Sale to

Zelman Served as Exclusive
Financial Advisor - Sell Side

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March 2018

Zelman served as Exclusive Sell-Side Financial Advisor to Pinnacle Homes.

Pinnacle is the #1 private builder in southeast Michigan, delivering high-quality homes to move-up and active adult homebuyers

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National MI

 

$84 Million
Primary Equity Offering

Zelman Served as
Co-Manager

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March 2018

Zelman served as Co-Manager on National MI's $84 Million Primary Equity Offering

National MI is a mortgage insurance company enabling low down payment borrowers to realize home ownership while protecting lenders and investors against losses related to a borrower's default

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William Lyon Homes

 

$350 Million
Senior Notes Offering

Zelman Served as
Co-Manager

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March 2018

Zelman served as Co-Manager on William Lyon's $350 Million Senior Notes due 2023

William Lyon builds and markets single-family detached and attached homes in California, Arizona, Nevada, Colorado, Washington, Oregon and Texas

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