Whelan Advisory Capital Markets Employee Directory

Investment BankingNew York, United States11-50 Employees

Whelan Advisory Capital Markets is a woman owned boutique investment bank focused on advising housing and construction companies on M&A and capital raising. As a trusted advisor to the industry, Margaret founded the company in 2014 to offer a tailored and transparent approach to investment banking. Having participated in investment banking transactions representing $30+ billion in capital raised over the last 25 years, she is an industry expert leveraging a deep knowledge of relevant drivers, participants, valuation, and financing alternatives. Since 2018, Whelan Advisory has closed 29 transactions with $13+ billion in combined value. 

Clients choose Whelan Advisory because Margaret personally leads their efforts around capital raising, mergers and acquisitions, where services are customized to each client’s specific needs and performed with a proven focused three step approach to achieve the best possible result. The company offers strategic advice with broad industry expertise, technical market knowledge, independent thinking, thorough attention to detail and dedicated manpower to deliver top results for its clients. As one client stated, ‘Whelan cut through all the hype and confusion to allow us to really understand our choices and make the best decisions.’ 

Margaret is passionate about the opportunities for innovation across the U.S. housing industry. Her firm has recently advised and raised capital for several of the more progressive companies in the industry including Castlerock Communities, Resicap, and McStain Neighborhoods. She is frequently featured as a keynote speaker on capital raising on M&A at industry events hosted by leading organizations including IBS, ULI, NAHB, Bloomberg, IMN and Wells Fargo. She has also served as an independent director on several public company and SPAC boards. 

Learn more about the successful transactions we have worked on here,
https://www.whelanadvisoryllc.com/recent-transactions

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