Proven results for current and former clients.

Current Clients

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Smith Douglas Homes

Smith Douglas Homes is one of the nation’s fastest growing private homebuilders by number of closings and is engaged in the design, construction, and sale of single-family homes in some of the highest growth and most desirable markets in the Southeastern United States. The company employs an efficient land-light, production focused, and conservatively leveraged business model, which they believe results in a compelling combination of strong home closing gross margins, construction cycle times, and returns. Smith Douglas' communities are primarily targeted to entry-level and empty-nest homebuyers and offer homebuyers an attractive value proposition by providing a personalized home buying experience at affordable price points.

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MDC Holdings

MDC Holdings (NYSE: MDC) is one of the largest homebuilders in the United States with homebuilding operations across the country. MDC's subsidiaries also provide mortgage financing, insurance and title services, primarily for Richmond American homebuyers, through HomeAmerican Mortgage Corporation, American Home Insurance Agency, Inc. and American Home Title and Escrow Company, respectively.

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Landsea Homes

Landsea Homes Corporation (Nasdaq: LSEA) is a publicly traded residential home builder based in Dallas, Texas that designs and builds best-in-class homes and sustainable master-planned communities in some of the nation's most desirable markets. The company has developed homes and communities in New York, Boston, New Jersey, Arizona, Colorado, Florida, Texas and throughout California in Silicon Valley, Los Angeles and Orange County.

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Ocwen Financial

Ocwen Financial Corporation (NYSE: OCN) is a leading non-bank mortgage servicer and originator providing solutions through its primary brands, PHH Mortgage and Liberty Reverse Mortgage. PHH Mortgage is one of the largest servicers in the country, focused on delivering a variety of servicing and lending programs. Liberty is one of the nation’s largest reverse mortgage lenders dedicated to education and providing loans that help customers meet their personal and financial needs.

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United Homes Group

United Homes Group (UHG) was formed in 2023 when privately-held builder Great Southern Homes (GSH) became a publicly traded company, with GSH becoming a builder brand under UHG. As a market leader in the southeast, GSH delivered approximately 11,000 homes and built a strong reputation in the South Carolina and Georgia markets. GSH owner Michael Nieri started the company in 2004, and grew quickly. Through organic growth alone, GSH was ranked as the 25th largest single-family homebuilder by Pro Builder magazine in 2022.

Former Clients

 Chad Crow, Former CEO, Builders FirstSource (BLDR)

Builders FirstSource

Builders FirstSource (NYSE: BLDR) is the largest U.S. supplier of building products, prefabricated components, and value-added services to the professional market segment for new residential construction and repair and remodeling. The company provides customers an integrated homebuilding solution, offering manufacturing, supply, delivery and installation of a full range of structural and related building products. Builders FirstSource operates in 40 states with approximately 550 locations and has a market presence in 44 of the top 50 and 86 of the top 100 Metropolitan Statistical Areas (MSA), providing geographic diversity and balanced end market exposure.

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Meritage Homes

Meritage Homes (NYSE: MTH) is one of the largest public homebuilders in the United States, based on homes closed in 2020. The Company offers a variety of homes that are designed with a focus on entry-level and first move-up buyers in Arizona, California, Colorado, Texas, Florida, Georgia, North Carolina, South Carolina and Tennessee. Meritage Homes has delivered over 140,000 homes in its 36-year history, and has a reputation for its distinctive style, quality construction, and award-winning customer experience. The Company is the industry leader in energy-efficient homebuilding and an eight-time recipient of the U.S. Environmental Protection Agency’s ENERGY STAR® Partner of the Year for Sustained Excellence Award since 2013 for innovation and industry leadership in energy efficient homebuilding.

Ruben Mendoza, CEO Foundation Building Materials (FBM)

Foundation Building Materials

Foundation Building Materials (FBM) is a leading construction materials distributor focused on exceeding the expectations of the commercial construction and residential building trades. With over 250 locations across the United States and Canada, FBM has significant geographic reach into most major building materials markets. FBM specializes in the local supply of building materials such as drywall, steel studs, lath, plaster, stucco, acoustical ceilings, insulation, fiberglass reinforced panels (FRP), and exterior insulation finish systems (EIFS). Additionally, FBM offers a wide variety of commercial-grade construction tools, drywall hand tools, fasteners, and construction supplies for residential and commercial projects.

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Forterra

Forterra is a leading manufacturer of water and drainage pipe and products in the U.S. and Eastern Canada for a variety of water-related infrastructure applications, including water transmission, distribution, drainage and stormwater systems. Based in Irving, Texas, Forterra’s product breadth and scale help make it a one-stop shop for water-related pipe and products and a preferred supplier to a wide variety of customers, including contractors, distributors and municipalities.

John Stephens, CFO The New Home Company (NWHM)

The New Home Company

The New Home Company is a new generation homebuilder focused on the design, construction and sale of innovative and consumer-driven homes in major metropolitan areas within select growth markets in California, Arizona, Colorado, Oregon and Washington.

Partnerships

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Zonda

Zonda provides data-driven housing market solutions to the homebuilding and multifamily industries. From builders to building product manufacturers, mortgage clients, and multifamily executives, Zonda works hand-in-hand with customers to streamline access to housing data to empower smarter decisions.