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Matthew J. Espe

Director at Anywhere Real Estate
Board

About Matthew J. Espe

Independent director of Anywhere Real Estate Inc. (HOUS) since August 2016; age 66. Former President & CEO of Armstrong World Industries (2010–2015), prior CEO roles at IKON Office Solutions and Ricoh Americas, and former President & CEO of GE Lighting. Currently an operating partner at Advent International (since 2017) and serves on public company boards of WESCO International Inc., Diebold Nixdorf, Incorporated, and Korn Ferry. Independent under NYSE standards; member of the Compensation & Talent Management Committee and Chair of the Nominating & Corporate Governance Committee.

Past Roles

OrganizationRoleTenureNotes/Impact
Advent InternationalOperating Partner2017–presentGlobal PE firm; operating partner role underscores strategic/operational expertise
Strategic Value Partners GlobalOperating Partner2018–Apr 2023Global investment firm; governance and transformation experience
Periphas CapitalOperating Partner2018–Jan 2023Private investment firm; board experience via PCP Corporation
Radial Inc.CEOFeb–Nov 2017Omnichannel commerce tech and operations; led through acquisition by bpost
Armstrong World IndustriesPresident & CEO2010–2015Public company CEO; operational efficiency and change leadership
Ricoh AmericasChairman & CEONot specifiedLed major office technology firm operations
IKON Office SolutionsChairman & CEO2002–2008Public company CEO; restructuring and performance management
General Electric (GE Lighting)President & CEONot specified20+ years at GE; executive leadership credentials

External Roles

OrganizationRoleTenure/StatusCommittees/Notes
WESCO International Inc.DirectorCurrentPublic board service
Diebold Nixdorf, IncorporatedDirectorCurrentPublic board service
Korn FerryDirectorCurrentPublic board service
Foundation Building Materials, Inc.Director2018–2021Prior public board until acquisition
Periphas Capital Partnership CorporationDirectorJan 2018–Jan 2023Prior public board

Board Governance

  • Committee assignments: Chair, Nominating & Corporate Governance (NGC); Member, Compensation & Talent Management (CTM). All committee members are independent.
  • Independence: Board affirms independence for all directors other than CEO; committees (Audit, CTM, NGC, Product & Technology) comprised solely of independent directors.
  • Attendance: In 2024 the Board held 16 meetings; each director attended at least 75% of aggregate Board and committee meetings. Directors are expected to attend the annual meeting; in 2024 twelve directors attended.
  • Investor engagement and responsiveness: Board led extensive investor outreach; low 2024 say-on-pay support prompted compensation program adjustments and a commitment to avoid off-cycle awards absent extraordinary circumstances.
  • Governance reforms: Board approved proposal to eliminate the last remaining supermajority vote provision (removal of directors) subject to shareholder approval, signaling shareholder-friendly governance.
CommitteeRole2024 Meetings Held
Nominating & Corporate GovernanceChair6
Compensation & Talent ManagementMember5

Fixed Compensation

YearCash Fees ($)Stock Awards ($)Total ($)
2023120,000 160,001 280,001
2024125,000 160,004 285,004
  • Director fee schedule (unchanged since May 2021): Annual director cash retainer $90,000; annual RSU grant $160,000 (vests in one year); committee member retainers: Audit $15,000, CTM $15,000, NGC $10,000, PTC $10,000; additional chair retainers: Audit $20,000, CTM $20,000, NGC $10,000, PTC $10,000. RSUs generally granted post-annual meeting; directors may defer fees/RSUs into deferred stock units under the Director Deferred Compensation Plan.

Performance Compensation

Compensation ElementPerformance Metric(s)Design Details2024 Status
Annual cash incentive (Director)NoneDirectors do not receive performance-based cash incentivesNot applicable
RSU awards (Director)NoneTime-based vesting; one-year vest from grant; no options in director programUnvested RSUs at 12/31/2024: 31,435
Options (Director)NoneNot part of director compensationNot applicable

No director-specific performance metrics are used; compensation aligns via equity retainer RSUs with one-year vesting.

Other Directorships & Interlocks

AreaDetails
Current public boardsWESCO International Inc.; Diebold Nixdorf, Incorporated; Korn Ferry
Interlocks with HOUS ecosystemNo related-person transactions disclosed for Mr. Espe; no noted interlocks with HOUS competitors/suppliers/customers in proxy.
Board service limits policyHOUS limits non-CEO directors to ≤4 other public company boards; Espe’s three current boards comply.

Expertise & Qualifications

  • Strategic transformation, operational efficiency, and change leadership from multiple public company CEO roles (Armstrong, IKON; Ricoh Americas leadership) and GE executive experience.
  • Governance expertise and public company board experience across industrials, technology, and human capital advisory sectors.
  • Additional perspective on residential real estate via prior homebuilding-related leadership (Armstrong) cited by HOUS as additive to Board breadth.

Equity Ownership

MeasureAs ofAmountNotes
Beneficial ownership (common shares)Mar 10, 202548,373 shares; <1% of outstandingShares outstanding: 111,795,256
Unvested RSUsDec 31, 202431,435 unitsStandard director RSU grant; one-year vest
Deferred stock units (DSUs)Mar 10, 202581,603 units (not settleable within 60 days)Footnote (12)
Ownership guideline statusDec 31, 2024Meets guidelineDirector guideline: ≥$500,000 or ≥5× cash retainer; Espe total ownership value $527,703
Hedging/pledgingPolicyProhibited for directorsInsider trading policy bans hedging and pledging
“Skin-in-the-game” note2023–2024Directors have not sold HOUS shares historicallyProxy notes no director has ever sold a share of Anywhere stock
Ownership Guideline DetailSharesRSUsDSUsTotal Ownership Value ($)
Dec 31, 202448,373 31,435 50,168 527,703
Dec 31, 202348,373 27,211 22,957 701,612

Governance Assessment

  • Board effectiveness: Espe’s chairmanship of NGC places him at the center of director selection, independence oversight, conflicts monitoring, and corporate governance policy, including adding oversight of political spending/lobbying in 2023 and supporting elimination of supermajority removal—a shareholder-friendly shift.
  • Independence and engagement: Independent; committee structure comprised fully of independent directors; attended at least 75% of meetings; active Board-level investor outreach strengthens governance transparency.
  • Alignment: Meets stringent director stock ownership guidelines; RSU-based equity retainer with prohibitions on hedging/pledging enhances alignment and reduces risk of misaligned incentives.
  • Compensation structure: Director pay is balanced between cash retainer and time-based RSUs; no performance-based director pay or options; year-over-year cash increased $5,000 with RSUs unchanged, consistent with stable governance compensation practices.
  • Shareholder signals: Say-on-pay support fell materially in 2024 (53.3% vs. 87% in 2023), reflecting investor concerns over off-cycle executive awards; the Board (including committees) committed to avoid off-cycle awards barring extraordinary circumstances—positive remediation but a continued area to monitor.
  • Related-party risks: No related-person transactions involving Espe disclosed; Audit Committee policy robustly pre-approves ordinary-course transactions and reviews material related-party activity.
Shareholder Signal20232024
Say-on-Pay Approval (%)87% 53.3%

RED FLAGS

  • Off-cycle executive awards drove lower 2024 say-on-pay support; while not director compensation, this governance issue could affect investor confidence and remains a monitoring point for NGC/CTM Committee oversight.

Potential Conflicts or Related-Party Exposure

  • None disclosed for Espe; independence affirmed; no material transactions involving Espe identified in Audit Committee’s related-person review.

Director Compensation Program Controls

  • Clawback policy (cash and equity), prohibition on hedging/pledging, strong stock ownership requirements, and no option repricing without shareholder approval.

Executive Sessions and Board Process

  • Independent directors held executive sessions at more than half of 2024 Board meetings; NGC chair oversees annual evaluations and governance effectiveness.

Overall, Espe’s profile reflects strong governance credentials, deep operating experience, active chair leadership on NGC, and solid ownership alignment, with limited conflict risk; the primary governance watch item is Board-wide responsiveness to investor feedback on executive compensation practices following the 2024 say-on-pay outcome.