Profile

Margaret Whelan
Founder & CEO
Whelan Advisory, LLC

Whelan Advisory is a New York based, 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 $25+ 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.
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 Entekra, Resicap and Thomas James Homes. She is frequently featured as a key note speaker on capital raising on M&A at industry events hosted by leading organizations including IBS, ULI, NAHB, Bloomberg, IMN and Wells Fargo. She is also an independent director on several public company and SPAC boards.
Learn more about several of the successful transactions we worked on in 2020 here, https://www.whelanadvisoryllc.com/recent-transactions
  • The sale of the largest private builder in California to Daiwa House
  • The sale of a turnkey framer in Florida to Pulte Group
  • The asset sale of a private builder in Oregon to DR Horton
  • The sale of a $135 million portfolio of BTR communities in the southeast to a private equity firm
  • A land banking arrangement for a private builder in the southeast
  • The formation of a $250 million discretionary equity fund in the SFR sector
  • The formation of a $400 million discretionary equity fund in the BTR sector



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