With an uptick in mergers and acquisitions in the title insurance industry, where buyers are looking to acquire companies before the market fully recovers, consulting firm Title Success looks to provide guidance for navigating the various components of these complex transitions, assisting with exit strategies, valuations, and connecting buyers and sellers. Prospective buyers and sellers have concerns about financing, culture fit, team retention, and payout structure. In this conversation, Title Success Partners Marcus Hunt and Wayne Stanley discuss cover topics such as the importance of culture fit, the structure of deals, tax implications, and the challenges of managing people during a transition. They also provide advice for prospective buyers and sellers, including the importance of clear communication and having a plan for day one and beyond.

Chapters:

00:00 – Introduction to Title Success and Table Setting

08:40 – Financing Options and Deal Structures

14:45 – Factors Influencing M&A Activity in the Real Estate Market

35:10 – Common Mistakes and Traps to Avoid

41:59 – Connecting with Underwriters and Industry Associations

49:01 – Conclusion

Get In Touch…

Marcus Hunt, Partner, Title Success (Guest), marcus@titlesuccess.com

Wayne Stanley, Partner, Title Success (Guest), wayne@bowedigital.com

Mary Schuster (Host), mschuster@octoberresearch.com

To find more episodes of “Keys to Real Estate” or learn more about October Research – the nation’s leading independent provider of market intelligence, industry news, expert analysis and regulatory information for professionals in the real estate, title, financial and settlement services industries – visit www.OctoberResearch.com.

Episode sponsored by RamQuest – https://www.ramquest.com/horizon

Episode produced by October Research – https://www.octoberresearch.com