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

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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 […]

Berkshire Taylor Morrison deal focuses on scale and ecosystems

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Berkshire Taylor Morrison deal focuses on scale and ecosystems
[Editor’s Note: Berkshire Hathaway‘s planned acquisition of Taylor Morrison is one of those rare transactions whose significance extends well beyond the companies involved. Today’s analysis examines the deal through a broad strategic lens, exploring why Berkshire may be betting not simply on a homebuilder, but on a leadership team, a scalable operating platform and the […]

Beazer takeover bid tests book value and returns

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Hostile takeovers don’t happen often among publicly traded companies in America, and they’re even rarer in U.S. homebuilding. So a little over a week of public quiet during Dream Finders Homes’ hostile pursuit of Beazer Homes should not be mistaken for inaction. Rather, this may be the phase when the under-the-hood work moves out of […]

A tale of two M&As: DFH’s hostile bid sharpens homebuilder tiers

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While Wall Street waits to see if and when Dream Finders Homes returns with a sweeter bid after Beazer Homes’ board rejected its third unsolicited takeover proposal, another provocative question may be lurking across the sector. What if Dream Finders’ hostile move this week did more than put Beazer in play? What if it exposed […]

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