Dear BAG Clients and Friends,

Builder Advisor Group is pleased to announce the successful closing of Drees Homes' acquisition of San Antonio-based Monticello Homes. BAG served as the exclusive sell-side advisor to Monticello Homes in the deal, helping to secure a strategic outcome for both parties. Monticello Homes is a premier luxury homebuilder with over 30 years of history in the San Antonio market where they have developed a reputation for quality craftmanship and design. With this acquisition, Drees Homes will expand its presences in the state, adding San Antonio to its Texas operations which already include Dallas/Fort Worth, Houston, and Austin. 

"We are proud to have represented Wayne in this important transaction," said Tony Avila. "This acquisition enables Drees to continue its growth in Texas, while Monticello's legacy of luxury homebuilding will continue to thrive under Drees leadership."

The acquisition marks a milestone for both companies, as Drees Homes approaches its 100th year in business in 2028, where its making progress on its strategy to expand operations nationwide. Monticello’s experienced team, led by Division President Mark Elphick, will remain in place, ensuring continuity and continued excellence in the San Antonio market.

Builder Advisor Group team members are attending IMN's Land & Homebuilding Forum in Las Vegas on February 2 & 3rd. Please don't hesitate to reach out if you are interested in scheduling a confidential discussion regarding capital raising or selling your business. 

Builder Advisor Group is dedicated to providing M&A and capital raising solutions to homebuilders, delivering tailored strategies that aim to maximize the value of our client's business. BAG personnel have advised on 100+ M&A transactions since 1996 and raised more than $20 billion for builders and developers.

Our affiliate, Avila Real Estate Capital ("AREC"), has established itself as one of the largest private lenders in acquisition and development loans, originating over $800 million in land loans since launching in late 2022. The firm is committed to providing acquisition, development, and construction financing to projects with best-in-class sponsors in markets across the U.S.

Please reach out if you’re interested in having a confidential conversation about your capital needs or selling your company.