A woman-owned, boutique investment bank
SERVING HOMEBUILDERS & CONSTRUCTION COMPANIES
How we serve our clients
Capital Raising
A thorough and simplified process that ensures you get the lowest cost of capital
Mergers & Acquisitions
A proven and disciplined approach to achieve premium valuations and close deals
Board Strategy & Optimization
Strategic guidance on board composition in order to marry business growth with governance
We provide investment banking and financial advisory services to owners & founders of land, homebuilding, and building products companies.
Our senior advisors have a combined 80+ years of experience and have executed transactions representing over $32 billion in capital for housing industry clients. Since 2018, Whelan Advisory has closed 39 transactions with $14.1 billion in combined value.
Multi-Faceted Experience
We understand each position our clients may find themselves in and can bring the perspective of investment banker, public and private company executive, as well as industry analyst and investor. This all-sides-of-the-table experience means we offer unmatched perspective and strategic insights to our clients.
Proven Expertise
Our team members have an extensive knowledge base across homebuilding, single-family residential (SFR), building products, distribution, and other related industries. We specialize in representing clients with high-growth and evolving business models and related capital needs.
Long-Term Focus
We are a relationship-based firm built from long-standing success and trust with our clients, and the referrals they make to us. This reputation comes from our unconflicted and vigorous pursuit of the right deal for each engagement, for each client, every time.
