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BEHIND JOHN LAING DEAL

Executives at John Laing Homes had been looking for an investor to infuse the Newport Beach-based homebuilder with cash to expand.

Emaar Properties, a developer of futuristic masterplanned cities in the Middle East and Asia, was looking for a way to break into the U.S. housing market.

A billion-dollar deal was born.

Last week, longtime Orange County homebuilder Larry Webb and others at John Laing,part of Newport Beach-based WL Homes LLC,struck a deal to sell their company.

The buyer: Emaar Properties of Dubai in the United Arab Emirates, which is paying nearly $1.1 billion for John Laing.

The deal is the largest yet for a privately held homebuilder.

“Our growth was limited with our existing ownership structure,” said Webb, the company’s chief executive.

With $1.6 billion in revenue last year, John Laing is the country’s second largest privately held homebuilder after Walnut-based J.F. Shea Co.’s Shea Homes.

But the company doesn’t have the deep pockets of the public companies that dominate the industry, including Miami-based Lennar Corp. and Dallas-based Centex Corp.

“We’d been interested in finding an equity partner,” Webb said. “Instead, we found an owner.”

Emaar, one of the biggest real estate companies in the Middle East, had been searching for a privately held U.S. homebuilder to buy for the past two years.

Talks with John Laing started in late 2005.

The deal is a big payday for Webb and Chairman Ray Watt, who are part of an investment group that owns a big chunk of the private company.

The company’s other big shareholder is General Motors Acceptance Corp., which stands to get $580 million in the deal.

John Laing’s local projects include a 560-home development at the former Tustin Marine base.

The homebuilder employs about 1,000 people, including about 300 in Orange County.

Workers were told about the deal last Wednesday, a day before it closed.

Webb and others are set to keep running the business for Emaar. Watt plans to step down as chairman and remain as an honorary director.

Staying in charge appealed to Webb and others, he said.

If a publicly traded homebuilder had bought John Laing, it’s possible the executives would have been out of jobs, he said.

That’s why John Laing never seriously entertained previous buyout offers, Webb said.

The goal is to grow yearly sales as much as fivefold in coming years, he said.

The company plans to start scouting out locations to build at, with likely target markets in Arizona, Florida, Georgia and Texas.

The company’s 11 existing divisions are expected to see a boost in growth, Webb said.

Growing may not be as easy as it has been in the past few years. California, Nevada, Arizona and other hot markets are showing signs of slowing.

So are John Laing executives cashing out at the peak?

That’s not the case, Webb said.

“The market is softening, which is a great time to expand,” he said. “Other homebuilders are laying people off. But we’re expanding. We’re doing the exact opposite of what they’re doing.”

The moves at John Laing come as another OC-based homebuilder, William Lyon Homes Inc., is about to go private.

A buyout by the company’s chairman, Gen. William Lyon, will save the company money in legal bills and fees associated with public company regulations. But it could make it harder for the company to raise money.

The two companies have parallels in corporate culture. Both focus on building in California. Now, some differences could start to be seen, according to Webb.

“I don’t know if Lyon has the same (growth) goals that we do,” he said.

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.
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