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

Analyst

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 had origination and execution responsibility on public and private debt and equity capital raise transactions and M&A transactions totaling over $9 billion of completed transaction value since joining Zelman.

Tony's transaction experience includes work with many of the housing industry's leading companies including Arcadia Communities, AV Homes, Blackstone, CamWest, Century Communities, Coleman Homes, Continental Building Products, David Weekley, DR Horton, Edge Homes, GTIS, Installed Building Products, Invitation Homes, Legendary Communities, Lowe Enterprises, Matlin Patterson, Meritage Homes, M/I Homes, NVR, Ply Gem, Re/Max, Silver Bay Realty Trust, Standard Pacific, Taylor Morrison, Toll Brothers, TRI Pointe, UCP, WCI Communities and William Lyon Homes, in addition to other prominent institutional investors and operating companies across the housing industry.
Prior to Zelman, Tony was an Associate Director in Investment Banking at Bear Stearns, specializing in public and private capital raising and corporate advisory services for more than 100 transactions and over $5 billion of transaction value.

Tony graduated with a BA 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

Analyst, Investment Banking

A.J. is an Analyst 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 and MBA from the University of Oklahoma with an emphasis in Finance, Corporations, and Entrepreneurship. Jaclyn passed the New York Bar Examination in 2016 and plans to become a member of the New York State Bar in 2017.

Select Transactions

TRI Pointe Group

 

$300 Million
Senior Notes Offering

Zelman Served as
Underwriter

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June 2017

Zelman served as Underwriter for TRI Pointe’s $300 Million Senior Notes due 2027.

TRI Pointe Group is a leading public homebuilder operating through six homebuilding brands in eight states.

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Five Point Holdings

 

$338 Million
Initial Public Offering

Zelman Served as
Joint BookRunner

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May 2017

Zelman served as Joint BookRunner on Five Point’s $338 Million Initial Public Offering.

Five Point is the largest owner and developer of mixed-use, master-planned communities in coastal California.

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The New Home Company

 

$250 Million
Senior Notes Offering

Zelman Served as
Underwriter

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March 2017

Zelman served as Underwriter on The New Home Company’s $250 Million Senior Notes due 2022.

The New Home Company is a rapidly growing new generation homebuilder operating in Northern and Southern California and Phoenix, Arizona.

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Inquire further about Zelman's Investment Banking services
Zelman Partners LLC is an affiliate of Zelman & Associates. Zelman Partners is a registered broker dealer and member of FINRA and SIPC.