Your Trusted Advisor to Fund Your Next Phase of Growth
We provide investment banking and cap services to owners & founders of land, homebuilding, and building products companies.
How We Serve Our Clients
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Capital Raising
A thorough and simplified process that ensures you get the lowest cost of capital
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Mergers & Acquisitions
A proven and disciplined approach to achieve a premium valuation and a successful closing
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Board Strategy & Optimization
Strategic guidance on board composition to marry business growth with governance
Our Results
Our senior advisors have a combined 80+ years of experience and have executed transactions representing over $32 billion in capital for housing industry clients. Since 2018, Whelan Advisory has closed 41 transactions with $14.2 billion in combined value.
Multi-Faceted Experience
We understand each position our clients may find themselves in and can bring the perspective of investment banker, public and private company executive, as well as industry analyst and investor. This all-sides-of-the-table experience means we offer unmatched perspective and strategic insights to our clients.
Proven Expertise
Our team members have an extensive knowledge base across homebuilding, single-family residential (SFR), building products, distribution, and other related industries. We specialize in representing clients with high-growth and evolving business models and related capital needs.
Long-Term Focus
We are a relationship-based firm built from long-standing success and trust with our clients, and the referrals they make to us. This reputation comes from our unconflicted and vigorous pursuit of the right deal for each engagement, for each client, every time.
“The Whelan team went above and beyond,
ensuring we were strategically positioned and introduced to the right buyer group. Margaret's extensive network, relationships, and methodology enabled us to swiftly align on the ideal partner and deal structure. Andrea and Luke seamlessly collaborated with Andrew, Steve, and Paul, ensuring a streamlined, efficient, and expedited process and results. We have full confidence that the Whelan team was the optimal choice to accomplish this deal and recommend Margaret and her team to anyone seeking results.”
— Brian Mahoney, Founder and Managing Member, Prestige Corporate Development
Disclaimer: Testimonials may not be representative of the experience of all customers and are not a guarantee of future performance or success.