A Trusted Advisor to Housing and Construction Companies Pursuing Their Next Phase of Growth

We provide investment banking and capital raising services to owners and founders across the housing and construction ecosystem

How We Serve Our Clients

  • Mergers & Acquisitions

    A proven and disciplined approach focused on maximizing value and ensuring certainty of close

  • Private Capital Markets

    A tailored strategy to secure attractively priced capital that supports growth, scalability, and long-term value creation

  • Public Capital Markets

    Expert advisory and strategic positioning to establish sustainable access to public debt and equity markets

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Margaret presenting at a conference

Our Results

Our senior advisors bring more than 90+ years of combined experience and have executed transactions representing over $34 billion in capital on behalf of housing industry clients. Since 2018, Whelan Advisory has closed 47 transactions totaling $15.0 billion in aggregate value

Multi-Faceted Experience

We understand the full range of positions our clients may find themselves in, having served as investment bankers, public and private company executives, industry analysts, and investors. This all-sides-of-the-table experience enables us to deliver differentiated perspective and strategic advice

Proven Expertise

Our team brings deep expertise across homebuilding, single-family residential (SFR), build-to-rent (BTR), land development, building products, and other related industries. We specialize in representing clients with high-growth, evolving business models and complex capital needs

Whelan Advisory team

Long-Term Focus

We are a relationship-driven firm built on long-standing success and trust with our clients, and the referrals they make to us. Our reputation reflects unconflicted, vigorous pursuit of the right deal for each engagement – always aligned with our clients’ long-term objectives

“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