Strategic.

Disciplined.

Results-Driven.

We combine industry expertise with senior-led execution to guide clients through complex M&A and capital-raising transactions. Our process is designed to generate competitive tension, maximize value, and ensure clarity and confidence at every stage

Our Process

When you engage Whelan Advisory, we build a competitive, structured process that attracts informed and qualified partners. Our objective is straightforward: secure the highest achievable valuation or most compelling capital terms while minimizing distraction to your business. Our approach is senior-led, bespoke, and grounded in a proven three-phase process

Our team leverages the knowledge acquired through executing deals representing over $34 billion in transaction volume

Our Efficient Three-Step Process

  • 01 | Investment Positioning

    Our objective is to present your company in the strongest possible financial light. We begin by understanding your goals, growth trajectory, and long-term capital needs. Our senior advisors conduct a comprehensive review of your business model, competitive position, and financial profile to define core strengths and opportunities. We partner with you to define a crisp and compelling value proposition and develop a high-impact presentation for potential investors and buyer partners

  • 02 | Deal Preparation

    We establish a clear transaction timeline and due diligence roadmap, while preparing you for investor or buyer questions. Our senior advisors identify prospective partners, facilitate introductions, and manage ongoing engagement. Throughout, we safeguard confidentiality and limit operational disruption while maintaining momentum

  • 03 | Pricing and Execution

    Finding the right partner is paramount to a successful transaction, as is obtaining the best valuation or capital cost. We work with you to evaluate term sheets, negotiate critical economic and structural points, and optimize partner fit. Our goal is to secure the best valuation or capital terms aligned with your goals and priorities. We coordinate with legal and tax advisors to drive toward a successful and efficient closing

Our Shared Goals

Our Shared Goals

  • 01

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

  • 02

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

  • 03

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

  • 04

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

  • 05

    Access the highest valuation and lowest cost of capital available.

  • 06

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

“The Whelan team truly exceeded expectations in guiding us through the complexities of telling our story to potential future partners and keeping the deal confidential. We couldn’t be happier with the results that the Whelan team delivered and would certainly recommend Margaret and her incredible team to anyone!”

— Todd Pyatt, President and Co-Founder, Pyatt Builders

Disclaimer: Testimonials may not be representative of the experience of all customers and are not a guarantee of future performance or success.