M&A Deal Summary

Allen Tate Acquires Realty One Triad

On October 1, 2019, Allen Tate acquired real estate company Realty One Triad

Acquisition Highlights
  • This is Allen Tate’s 1st transaction in the Real Estate sector.
  • This is Allen Tate’s 1st transaction in the United States.
  • This is Allen Tate’s 1st transaction in North Carolina.

M&A Deal Summary
Date 2019-10-01
Target Realty One Triad
Sector Real Estate
Buyer(s) Allen Tate
Deal Type Add-on Acquisition

Target

Realty One Triad

Winston-Salem, North Carolina, United States
Realty One Triad, Inc. is an independent, family-owned residential real estate company with more than 65 experienced real estate agents serving clients throughout Forsyth, Guilford, Davidson, Davie, Stokes, Surry, and Yadkin counties.

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Buyer(S) 1

Buyer

Allen Tate

Charlotte, North Carolina, United States
Category Company
Founded 1957
Sector Real Estate
DESCRIPTION

Allen Tate Co. is a locally owned, independent real estate and homeownership Family of Companies, including Allen Tate Realtors; Allen Tate Mortgage; Allen Tate Insurance; Allen Tate Relocation Services; Master Title Agency, and Builder Services, LLC. Allen Tate was formed in 1957 and is based in Charlotte, North Carolina.

DEAL STATS #
Overall 1 of 1
Sector (Real Estate) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (North Carolina) 1 of 1
Country (United States) 1 of 1
Year (2019) 1 of 1
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