Real Estate Agent & Mortgage Broker Mergers & Acquisitions:

Annual & Cumulative Transactions & Transaction Values

Recently Released!!!
Date Published: February 2, 2024
Summary PowerPoint Deck: 254 Slides
Reference PowerPoint Deck: 1,387 Slides


The purpose of this research is to provide readers with a comprehensive understanding of recent real estate agents & mortgage brokers mergers & acquistions. Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a real estate agent or mortgage broker, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for fee-based financial advisors (RIAs), independent reps, life & health insurance agents, property & casualty insurance agents, CPA firms, & law firms. Furthermore, this research compliments Tiburon's Financial Advisor Succession Planning and Financial Advisor Sale Process research. Tiburon's Financial Advisor Succession Planning research provides a step-by-step plan for planning for succession. Tiburon's Financial Advisor Sale Process research provides a step-by-step plan for selling a financial advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning, Acquisitions, & the Sale Process research.

This research addresses historical phases of real estate agent & mortgage broker mergers & acquisitions, including:
  • One-Off Phase
  • Strategic Phase
  • Large Firms Phase
This research summarizes the market growth in real estate agent & mortgage broker merger & acquisitions' variables & valuation metrics, highlights the leading transactions, and highlights the leading real estate agent & mortgage broker acquirers.

This research addresses the related markets of real estate agent & mortgage broker mergers & acquisitions, including:
  • Real Estate Agents
  • Mortgage Brokers
And this research makes several future predictions for real estate agent & mortgage broker mergers & acquisitions, including:
  • Moderate Growth in Number of Real Estate Agent & Mortgage Broker Mergers & Acquisitions
  • Real Estate Agents to be in Highest Demand
  • Large Agencies to Continue as Leading Acquirers

























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Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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