Whelan Advisory is a NY based, minority owned boutique investment bank focused on advising housing and construction companies on M&A and capital raising. Margaret founded the company in 2014 to offer a highly tailored and transparent approach to investment banking. Having participated in financing transactions representing $22+ billion in capital raised over the last 25+ years, she is an industry expert leveraging a deep knowledge of relevant drivers, participants, valuation and financing alternatives.

Clients choose Whelan to personally lead their efforts around capital raising, mergers and acquisitions, where services are customized 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. Her firm has recently advised and raised capital for several of the more progressive companies in the industry including Entekra, Resicap, ResiBuilt, ICG, Thomas James Homes, Trumark Companies and Hayden Homes.