About Whelan Advisory

Our Experience is Broad and Rich

Whelan Advisory 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 Brings

  • 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, with over $20 billion raised;

  • Independent director and committee member on NYSE listed and private corporate boards.

Our Process

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.

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
Build To Rent
Multi-Family

Innovation in Construction
Residential Furniture
Consumer
Retail and Home Shopping

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.’

Our Goals

Our business model is unique – we keep a low overhead and focus on quality of clients vs. quantity; every engagement benefits from active and detailed participation from senior advisors. We always seek to:

  1. Understand, improve and best position the company’s value proposition by applying independent, objective and seasoned expertise;

  2. Enable our client’s stakeholders to realistically determine the best next strategic or financial milestone to target;

  3. Advise on timing to prepare the company for the next step without losing focus on protecting and growing the value of the business;

  4. Establish transparency and clarity while navigating the M&A, capital raising or IPO process;

  5. Access the highest valuation and lowest cost of capital available; and

  6. Deliver the highest possible return on all fees paid through time and cost efficiency.