Builder Advisor Group
Builder Advisor Group is a privately held boutique investment bank founded in 1996 that provides M&A advisory, debt and equity capital raising, and strategic advisory services exclusively to U.S. homebuilders and land developers, operating alongside affiliated lending (AREC) and construction risk (PIW) platforms.
- Company typePrivate
- Founded1996
- HeadquartersCorte Madera, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Builder Advisor Group does
Builder Advisor Group (BAG) is a privately held boutique investment bank founded in 1996 and headquartered in Corte Madera, California, focused exclusively on M&A advisory and capital raising for the U.S. homebuilding and land development industry. The firm has executed over $30 billion in M&A transactions and helped clients raise over $20 billion in capital since 2004, and since 2021 has advised on more mergers and acquisitions for U.S. homebuilders than any other advisor. The core service offering comprises sell-side and buy-side M&A advisory, debt and equity capital raising, and ongoing strategic advisory, with revenue generated primarily through transaction-based success fees on closed deals. Distribution is direct and relationship-driven, with senior personnel physically distributed across key homebuilder markets and an annual Forum for Housing Executives serving as the firm's primary thought-leadership and origination platform.
BAG operates within a broader affiliated platform: Avila Real Estate Capital (AREC), founded in 2022 as a private real estate credit platform for acquisition, development, and construction (AD&C) lending to homebuilders and developers, has originated over $1 billion in loans, supported delivery of more than 10,000 residential lots, and closed an inaugural debt fund exceeding $700 million in commitments. In February 2024, AREC merged with Pacific InterWest (PIW), adding residential construction quality control, SB-721/SB-326 balcony inspections, HERS testing, Title 24 services, and drone-based risk mitigation. Together, the entities under common control of founder Tony Avila form a vertically integrated homebuilding financial services franchise spanning advisory, credit, and construction risk services. The firm is a registered broker-dealer and member of FINRA and SIPC, with a lean six-person core professional team.
Builder Advisor Group firmographics
Firmographics- Name
- Builder Advisor Group
- Legal name
- Builder Advisor Group, LLC
- Website
- https://builderadvisorgroup.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Builder Advisor Group is a privately held boutique investment bank founded in 1996 that provides M&A advisory, debt and equity capital raising, and strategic advisory services exclusively to U.S. homebuilders and land developers, operating alongside affiliated lending (AREC) and construction risk (PIW) platforms.
- Ownership category
- akta.pro rank
Builder Advisor Group industry classification
Industry- Product category
- Investment Banking - Homebuilding M&A and Capital Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310)
- SIC
- Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Buy-Side M&A Advisory (FSAEAGAB)
- akta.pro secondary industries
- Debt Restructuring & Workout Advisory (Consumer & SME) (FSAEAFAH), Construction & Development (C&D) Lending — Commercial/Multifamily (FSALADAH)
Keywords
Where Builder Advisor Group is headquartered
LocationHeadquarters
- HQ city
- Corte Madera
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Builder Advisor Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- M&A Advisory Fees: Transaction-based advisory fees for mergers and acquisitions services, acting as exclusive advisor (sell-side or buy-side) for homebuilder transactions.
- Capital Raising Fees: Fees for helping clients raise debt, equity, and project financing from institutional investors and capital partners.
- Strategic Advisory: Ongoing strategic advisory relationships with long-term clients, including repeated transactions with the same counterparties over years or decades.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Builder Advisor Group product offering
Product offeringCore offering
Builder Advisor Group (BAG) is a boutique investment banking firm that provides mergers and acquisitions advisory and capital raising services exclusively to U.S. homebuilders, land developers, and select global investors. Core deliverables include sell-side and buy-side M&A representation, debt and equity capital raises, joint venture structuring, and ongoing strategic advisory, supported by an affiliated private credit platform (Avila Real Estate Capital) that originates acquisition, development, and construction mortgages.
Product overview
Builder Advisor Group operates as a unified platform combining investment banking advisory services with affiliated lending capabilities. The core offering consists of BAG's M&A advisory and capital-raising services for homebuilders, supplemented by AREC's private credit lending platform for acquisition, development, and construction financing. Additional supporting services include Pacific InterWest's construction quality control and risk mitigation offerings following its 2024 merger with AREC. The annual Forum for Housing Executives serves as a client engagement and thought leadership platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers & Acquisitions Advisory Strategic advisory for homebuilder M&A transactions including sell-side and buy-side representation, valuations, competitive bidding processes, deal structuring, and negotiation support for private and public U.S. homebuilders and developers.
- Capital Raising Debt, equity, and joint venture capital solutions for U.S. homebuilders and developers supporting growth, acquisitions, development and construction projects, recapitalizations, and strategic initiatives, with over $20 billion in capital raised since 2004.
- Strategic Advisory Ongoing strategic advisory services providing market intelligence, recurring engagement support, and decision support for homebuilders and developers navigating M&A, capital raising, growth, liquidity, and generational transition decisions.
- Avila Real Estate Capital (AREC) Lending Platform Affiliated private credit platform providing acquisition, development, and construction (AD&C) first mortgage loans to U.S. homebuilders and land developers, with an inaugural debt fund exceeding $700 million in commitments (closed July 2025).
- Pacific InterWest (PIW) Construction Quality and Risk Services Residential construction quality control and risk mitigation services, including peer plan reviews, course of construction inspections, SB-721/SB-326 balcony inspections, HERS testing, Title 24 services, water testing, and commercial drone data collection, integrated with AREC following the February 2024 merger.
Quantifiable outcome
- Over $30 billion in M&A transactions since 2004
- +3 more outcomes
Companies that use Builder Advisor Group
Customer profileNamed customers15 records
Segments4 records
Ideal customer profiles4 records
Builder Advisor Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Builder Advisor Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- CohnReznickminor2026 Forum for Housing Executives sponsor. One of three sponsors for the annual event bringing together 100+ top builders and developers.
- CCN (Community Champions Network)minor2026 Forum for Housing Executives sponsor.
- Newfrontminor2026 Forum for Housing Executives sponsor.
- Pacific InterWest (PIW)corePIW merged with AREC in February 2024, providing comprehensive services to the housing industry. PIW provides risk mitigation services including peer plan reviews, course of construction inspections, SB-721 and SB-326 balcony/deck inspections, HERS testing, Title 24 services, water testing, and drone data collection. Collaboration began in 2016.
Scale indicators9 records
Recent moves8 records
Expansion highlights5 records
Builder Advisor Group competitors and assessment
Company assessmentDirect peers
- Eastdil Secured: Specialist real estate investment bank advising on large-cap property M&A, debt, and equity raises. Directly comparable to BAG as a focused advisor serving real estate owners, operators, and developers with relationship-driven M&A and capital markets services.
Broad incumbents
- JLL Capital Markets: Global real estate services platform with a sizable investment sales, debt placement, and equity advisory practice. Competes with BAG for homebuilder/land developer M&A mandates but operates at vastly greater scale and across all property types.
- Houlihan Lokey: Middle-market M&A advisor with a dedicated real estate, lodging, and leisure practice. Competes with BAG on homebuilder and real estate M&A engagements and offers the scale and process rigor of a much larger platform.
- Lincoln International: Global middle-market investment bank with real estate and consumer M&A practices. Competes for homebuilder sell-side and buy-side mandates at the upper end of BAG's typical deal size range.
- Newmark Group: Large commercial real estate services firm with a capital markets / investment banking arm that advises on real estate M&A and equity/debt raises. Comparable to BAG in capital-raise execution but broader in scope (leasing, property management, valuation).
- Cushman & Wakefield: Global commercial real estate services firm with capital markets and investment banking capabilities serving real estate operators and investors. Adjacent to BAG's advisory franchise but far broader in service offerings and geographies.
- Robert W. Baird: Diversified middle-market investment bank with a real estate investment banking practice. Periodically competes with BAG for builder M&A mandates and provides capital-raising capabilities across debt and equity.
- Colliers Securities: Real estate-focused investment banking arm of Colliers, providing M&A, equity, and debt advisory. Overlaps with BAG in advising property operators and developers on capital structure and exits.
Emerging players
- Zelman & Associates: Housing-sector research and advisory firm serving homebuilders, building products, and mortgage finance companies. Comparable to BAG as a homebuilding-vertical specialist, but focused on research and consulting rather than M&A execution.
- Zonda (Meyers Research): Housing market data, research, and advisory platform serving U.S. homebuilders and developers. Comparable to BAG in deep homebuilding vertical expertise but differentiated as a data and consulting franchise rather than M&A advisor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Builder Advisor Group social profiles
Digital presenceBuilder Advisor Group compliance and trust
Trust signalCompliance2 records
Builder Advisor Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Builder Advisor Group leadership team
Management profileNumber of profiles
Profiles6 records
Builder Advisor Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Builder Advisor Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Builder Advisor Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Builder Advisor Group
What does Builder Advisor Group do?
Builder Advisor Group (BAG) is a boutique investment banking firm that provides mergers and acquisitions advisory and capital raising services exclusively to U.S. homebuilders, land developers, and select global investors. Core deliverables include sell-side and buy-side M&A representation, debt and equity capital raises, joint venture structuring, and ongoing strategic advisory, supported by an affiliated private credit platform (Avila Real Estate Capital) that originates acquisition, development, and construction mortgages.
Is Builder Advisor Group a public or private company?
Builder Advisor Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Builder Advisor Group founded?
Builder Advisor Group was founded in 1996. It employs 1 to 10 people.
Where is Builder Advisor Group based?
Builder Advisor Group is headquartered in Corte Madera, United States, in the North America region.
How does Builder Advisor Group make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are capital Raising Fees and strategic Advisory.
Who are Builder Advisor Group's main competitors?
Eastdil Secured is listed as a direct peer. Broad incumbents are JLL Capital Markets, Houlihan Lokey, Lincoln International, Newmark Group, Cushman & Wakefield, Robert W. Baird and Colliers Securities. Emerging players are Zelman & Associates and Zonda (Meyers Research).
Does Builder Advisor Group have an API?
No public API is recorded for Builder Advisor Group.
What industry is Builder Advisor Group in?
Builder Advisor Group's product category is Investment Banking - Homebuilding M&A and Capital Advisory. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory, with a secondary code of FSAEAFAH, Debt Restructuring & Workout Advisory (Consumer & SME). Its NAICS code is 523940 and its SIC code is 6282.