About Whelan Advisory

Whelan Advisory, LLC provides strategic and financial advice to public and private companies globally, with an emphasis on identifying and achieving the lowest cost of capital available. CEO Margaret Whelan offers a unique perspective on the complexities of debt and equity offerings and M&A transactions, and unbiased direction on strategic opportunities. Margaret's experience is broad and rich, including:

  • Top-ranked Institutional Investor All-America stock analyst researching over 30 first-time and seasoned capital issuers with a combined enterprise value of over $100 billion
  • Investment banker advising on M&A transactions and capital raising across the capital stack including equity, debt, credit and structured products
  • CFO of a $1 billion market capitalization company where research coverage was increased to 11 from four ratings in less than two years
  • Independent director and committee member since company’s initial NYSE listing

Through a methodical process we identify each client’s value proposition, lead the preparation for the most appropriate next strategic or financial milestone, orchestrate the necessary transaction or capital raise, provide step by step guidance through execution and pricing, and offer ongoing investor relations support as needed. We also share relevant and current expertise on board strategy and optimization.

Our advice is based on deep industry expertise, technical market knowledge, objective perspective, thorough attention to detail and dedicated manpower to deliver top results for our clients. As one pre-IPO client stated, Whelan cut through all the hype and confusion to allow us to really understand our choices and make the best decisions.

Industry Experience

Our skills are transferable across sectors and our industry experience includes working with public and private companies of all sizes across a number of industries:

Home Building


Single Family Rental

Student Housing

Home Improvement

Building Products

Building Materials

Private Equity

Residential Furniture

Commercial Furniture & Fixtures


Retail and Home Shopping