Whelan Advisory Capital Markets Email Format

Investment BankingNew York, United States2-10 Employees

Whelan Advisory Capital Markets is a boutique investment bank based in New York, focusing on advising housing and construction companies on mergers and acquisitions and capital raises. Founded in 2014 by Margaret, the firm emphasizes a tailored, transparent approach and relies on experienced leadership to guide capital strategy and deal execution for clients. With a track record spanning decades of participation in investment banking transactions, the firm highlights its industry expertise, knowledge of market drivers, and access to financing alternatives as key strengths.

Its client base comprises housing and construction companies seeking strategic guidance and capital-raising support. The firm positions itself as a trusted advisor that delivers customized services through a focused three-step process, aiming to clarify options and enable informed decisions. In addition to advising on transactions, Margaret is active in the industry as a speaker and has served as an independent director on public company and SPAC boards, reflecting ongoing engagement with broader market developments.

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