Our Team

Margaret Whelan


FOUNDER & Chief Executive Officer

Margaret founded Whelan Advisory in 2014 to offer a highly tailored and transparent approach to investment banking for homebuilder and construction company clients. Having participated in transactions representing over $20 billion in capital raised, she is an industry expert leveraging a deep knowledge of industry drivers, participants, valuation and financing alternatives.

Clients choose Whelan to personally lead their efforts around capital raising, mergers and acquisitions, where services are tailored to each client’s specific needs and performed with a systematic and proven approach to achieve the best possible result.

Margaret is passionate about the opportunities for innovation across the U.S. housing industry, and recently her firm has advised and raised capital for several of the more progressive companies in the industry, including Entekra, RCI, Thomas James Homes, Thrive Home Builders and Tricor.

  • Whelan was a Managing Director and senior coverage partner in the Real Estate and Lodging group within the investment bank at JPMorgan from 2007 to 2013, advising clients on strategic and capital initiatives through the housing industry’s biggest boom and subsequent downturn

  • From 1997 to 2007, she worked at UBS as a Managing Director and Institutional Investor All-America stock analyst covering more than 30 stocks including homebuilders, manufacturers and retailers. She was also the Global Head of Housing Research

  • She started her career in the equity research department at Merrill Lynch in 1995 and graduated from the University College of Dublin in 1994 with an honors Bachelor’s Degree in Commerce

  • She is frequently featured as a Keynote Speaker on capital raising and M&A at industry events hosted by Urban Land Institute, National Association of Home Builders, Hanley Wood, Bloomberg, IMN and Wells Fargo


Russell Devendorf


Senior Advisor

  • Seasoned real estate finance executive w/ 15+ years at public homebuilders; significant experience with investment analysis, mergers & acquisitions, capital raising, investor relations and finance/operations

  • Sr. VP & CFO of publicly traded WCI Communities; instrumental in successful restructuring, IPO and eventual sale 

  • VP of Finance, Treasurer and CFO of several other public and private homebuilders

  • Senior auditor with Ernst & Young in Real Estate Group


Andrea Finger


senior advisor

  • Seasoned real estate investor, analyst, and advisor with over 15 years experience focusing on homebuilders and consumer real-estate companies

  • Financial and management consultant with expertise in financial statement analysis, valuation, management strategy, and capital raising in the homebuilding, construction services, and real estate investment industries

  • Prior work experience includes 8 years as Global Industry Analyst at Wellington Management Company, member of finance and Real Estate teams, specializing in consumer real estate companies globally including homebuilders, hotels, and casinos

  • MBA w/ concentrations in Finance and Economics from the University of Chicago Booth School of Business, and B.S. from the University of Michigan

Our Value-Added Approach

Relevant Experience

  • Multi-faceted experience in structuring transactions and raising capital

  • Perspective of investment banker, public and private company executive, and industry analyst and investor


  • Extensive knowledge base across homebuilding, SFR, building products, distribution and related industries

  • Experience positioning businesses with high growth and evolving business models

Full Service Offering

  • Based on our direct experience on “all sides of the table” we offer an unmatched perspective and relevant insight for our clients

  • Services are tailored to each client’s specific needs and can be performed in stages

Senior Leadership

  • Senior advisors with 70+ years of combined experience lead and are involved in every aspect of the engagement

  • Committed to our clients from start to finish – no higher priorities

Long-Term Focus

  • Relationship-based firm; many engagements are sourced through long-standing relationships and word of mouth

  • Vigorous pursuit of the “right deal” for our clients