Welcome to Whelan Advisory

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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.

 

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, expensive and often daunting, especially for executives who are unfamiliar with how the capital markets work. As Wall Street veterans, we offer a bridge to the extended investment community. We serve as educator, coach and translator, offering a highly customized and bespoke approach.


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Exploring Strategic Optionality

While an initial offering of debt or equity may be on the horizon for a client, it can happen that the company is not yet at the right point of its business plan or cycle to achieve the best terms on an institutional capital raise. In this event, we explore multiple tracks with our clients, and provide truly agnostic and unbiased counsel to guide them to the best next step to pursue.

 

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Check the background of our Firm on FINRA's BrokerCheck

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