Acquired

Episode 22: Zillow + Trulia (with Zillow Group CFO Kathleen Philips)

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Oct 14, 2016
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ANECDOTE

First Acquisition Attempt

  • Zillow first approached Trulia for acquisition in 2011 after its IPO, leveraging its newly liquid public currency.
  • Trulia, also preparing for an IPO, declined, highlighting the complexities of private company mergers and subsequent IPOs.
INSIGHT

Public vs. Private Acquisitions

  • Public company acquisitions are easier than private ones due to the availability of financial data for valuation.
  • Zillow's IPO provided a liquid, publicly traded currency, facilitating acquisitions like Trulia.
INSIGHT

Shared Shareholders

  • Zillow and Trulia shared major shareholders who supported the merger due to natural industry logic.
  • These investors bet on an eventual merger due to the complementary nature of the businesses.
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