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WELCOME TO WHELAN ADVISORY

Advisory Services

Whelan Advisory provides strategic and financial advice to public and private housing related 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. Learn more about Margaret's broad and rich experience. 

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Advisory Services
What We Do

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Simplified Capital Raising

The opportunity to access long term capital through an initial debt or equity offering has always been attractive, especially for companies that are growing quickly. At the same time, the process is time consuming and often daunting, especially for executives who are unfamiliar with how the capital markets work. It is also stressful, as raising public capital is an expensive proposition, with total fees on an IPO typically averaging 10% of the capital being sought.

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Enhanced Investor Relations


The opportunity to access long term capital through an initial debt or equity offering has always been attractive, especially for companies that are growing quickly. At the same time, the process is time consuming and often daunting, especially for executives who are unfamiliar with how the capital markets work. It is also stressful, as raising public capital is an expensive proposition, with total fees on an IPO typically averaging 10% of the capital being sought.

Exploring Strategic Optionality

The opportunity to access long term capital through an initial debt or equity offering has always been attractive, especially for companies that are growing quickly. At the same time, the process is time consuming and often daunting, especially for executives who are unfamiliar with how the capital markets work. It is also stressful, as raising public capital is an expensive proposition, with total fees on an IPO typically averaging 10% of the capital being sought.

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Board Strategy & Optimization

The opportunity to access long term capital through an initial debt or equity offering has always been attractive, especially for companies that are growing quickly. At the same time, the process is time consuming and often daunting, especially for executives who are unfamiliar with how the capital markets work. It is also stressful, as raising public capital is an expensive proposition, with total fees on an IPO typically averaging 10% of the capital being sought.

OUR GOALS

  • Understand, improve and best position the company’s value proposition by applying independent, objective and seasoned expertise
  • Enable our client’s stakeholders to realistically determine the best next strategic or financial milestone to target
  • Advise on timing to prepare the company for the next step without losing focus on protecting and growing the value of the business
  • Establish transparency and clarity while navigating the M&A, capital raising or IPO process
  • Access the highest valuation and lowest cost of capital available
  • Deliver the highest possible return on all fees paid through time and cost efficiency
 
 

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Check the background of our Firm on FINRA's BrokerCheck

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