Berkshire Taylor Morrison deal puts vertical integration in focus

Berkshire Hathaway’s planned acquisition of Taylor Morrison has opened the door for us to explore a set of uber-themed questions: about homebuilders’ present and future valuations, leadership and scale, and to the question that public homebuilder boards may now be asking: whether to build toward greater scale or join it. A related question may be […]

Who can buy a top-20 builder now? Berkshire resets board calculus

Berkshire Hathaway‘s planned acquisition of No. 6-ranked homebuilder Taylor Morrison begs big follow-on questions. These mostly spring from who this particular buyer is and the moment they have chosen. One way or another, these follow-up questions may prompt homebuilding leaders to revisit a core imperative many believed they had solved eons ago. For decades, the […]

Why Taylor Morrison’s integration playbook matters in builder M&A

Flashback Shortly after Sheryl Palmer became chief executive officer of Taylor Morrison in 2007, I met with her in Scottsdale, Arizona, to discuss a challenge that would have intimidated many experienced homebuilding leaders. The company she had inherited was not merely navigating the early stages of what would become the worst housing downturn in modern […]

Berkshire Hathaway to buy Taylor Morrison in $8.5 billion all-cash deal

Berkshire Hathaway Inc. has agreed to acquire Taylor Morrison Home Corporation in an all-cash deal valuing the national homebuilder at approximately $8.5 billion, the companies announced Friday. Under the definitive agreement, Berkshire will pay $72.50 per share in cash, a 24% premium to Taylor Morrison’s closing price of $58.50 on May 29, 2026. The transaction […]