Add-on Acquisition • Real Estate

Allen Tate Co. Acquires Realty One Triad

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

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

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M&A Deal Summary

Date October 1, 2019
Target Realty One Triad
Sector Real Estate
Buyer(s) Allen Tate Co.
Deal Type Add-on Acquisition

Target Company

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 Overview 1

Buyer

Allen Tate Co.

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 Context for Buyer #
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