Welcome to Whelan Advisory

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Advisory Services

Whelan Advisory is a boutique investment bank offering capital raising, merger and acquisition advice to homebuilder and construction company clients. Our relationship based business model is unique in that every engagement benefits from active and dedicated participation by our senior advisors.

With combined industry experience of 70+ years, we leverage proven expertise gained executing transactions representing over $20 billion in capital for housing related companies. We use a systematic and disciplined approach to increase the valuation and likelihood of getting each deal closed.

 

Advisory Services

What We Do

 
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Simplified Capital Raising

The opportunity to access long term or programmatic equity and debt capital is attractive to fast growth companies. At the same time, the process is time consuming, expensive and often daunting, especially for busy executives who are unfamiliar with how the capital markets work.

As Wall Street veterans, we offer a bridge to a vast universe of investors and lenders in the U.S. and overseas. We take the time to analyze your peak capital requirements, and then lead a simplified but thorough process to secure the lowest cost of capital available.


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Mergers & Acquisitions

Having led some of the largest M&A transactions in the industry, we use a proven and disciplined approach to achieve a premium valuation and get each deal closed.

Our first step is to understand our client and what you are trying to achieve, so we can find the right fit. Through research and diligence we get to know your company so we can present it in the best possible light. Then we run a confidential process to create a competitive market and solicit offers from qualified and informed buyers. Every deal is important to us and gets full attention from our senior team.

 

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Check the background of our Firm on FINRA's BrokerCheck

Securities are offered through Hollister Associates, LLC - Member FINRA, Member SIPC