Celebrating 10 Years of Whelan and Dealin'
Since our founding in November 2014 as a one-woman investment bank, our team and success have grown tremendously through our commitment to exceptional client service.
Over the past five years alone, we have closed 39 transactions totaling $14.1 billion in volume, representing some of the largest and most respected founder- and family-owned homebuilders and residential construction companies across the country.
Our Commitment to Relationships:
We are a relationship-based firm built on a foundation of long-standing trust, and we celebrate this success with our clients, industry colleagues, and friends. Whelan Advisory was created based on a vision of pairing Wall Street expertise with a high-touch, client-centric approach. This ethos guides us in every engagement, ensuring an unconflicted and vigorous pursuit of the right deal for each client.
Celebrating Our 10th Year:
Our 10th year has been marked by 10 closed transactions, illustrating strong momentum for our firm and the M&A market in homebuilding and residential construction! We are deeply grateful to our clients for entrusting us with these engagements and look forward to continuing to serve the industry as a dedicated and trusted advisor for years to come.
2024 Transactions:
2024 Media Highlights:
The Whelan Advisory team remains active, and we look forward to announcing several new transactions in the next few months.
Please contact us for a confidential conversation to discuss your company’s growth plans and capital needs.
