Our Process

When working with Whelan Advisory, you can trust that we will create a competitive process

and secure several offers from qualified and informed partners. When we work with our clients, our team leverages the knowledge we’ve gained executing deals representing over $32 billion.

During every engagement, our goals are to access the highest valuation and lowest cost of capital available and to bring transparency and clarity to our clients. We take a highly tailored and bespoke approach, grounded in three proven processes.

Our Efficient

‘Three-Step’ Process

Navigating a simplified and efficient three-step process, the transactions we lead are well received by our vast network of investors and buyer contacts, both domestic and global, including strategic and sponsor relationships.

Our goal is to create a competitive process and secure several offers from qualified and informed partners.

Investment Positioning

Our ultimate goal is to present your company in the best possible financial light. We first get to know your goals and then review your business model and competitive position allowing us to define your company’s strengths. Our senior advisors take a holistic view of your corporate strategy and financials, looking beyond your needs today to the next 3, 5, or 10 years to identify your growth and capital goals and needs.

We partner with your management and leadership teams to define a crisp and compelling value proposition and develop a high-impact presentation for potential investors and buyer partners.

Deal Preparation

After creating a timeline and anticipating the investor or buyer questions and due diligence needs, our senior advisors then begin to identify target investors and help you develop a relationship. We facilitate introductions and follow-up discussions and then solicit and collect feedback from all parties. You can trust us to limit business disruption and maintain confidentiality by moving quickly.

Pricing and Execution

Finding the right partner is paramount to a successful transaction, as is obtaining the best valuation or capital cost. As we move into the third stage of the deal process, we will support and advise you as you assess potential partners - whether it be reviewing terms or investor fit. Our goal is to represent your goals and priorities. We negotiate key deal points and partner with legal advisors.

Our Goals

“After completing two successful capital raises and a large home sale transaction in 2020, we consider Whelan Advisory a great advisor and a long-term relationship after a very successful year.

Margaret and Andrea were involved daily with our team and available nearly 24/7 throughout the year. The capital raise timelines ran right in line with Whelan projections and the processes were extremely efficient with highly qualified investors screened and up to speed on our offering and the asset class.”

— Lance Popp, Founder and Co-CEO Resicap

Disclaimer: Testimonials may not be representative of the experience of all customers and are not a guarantee of future performance or success.

Our Goals

  
    01.
    Understand, improve and best position the company’s value proposition by applying independent, objective and seasoned expertise
  
    02.
    Enable our client’s stakeholders to realistically determine the best next strategic or financial milestone to target
  
    03.
    Advise on timing to prepare the company for the next step without losing focus on protecting and growing the value of the business
  
    04.
    Establish transparency and clarity while navigating the M&A, capital raising or IPO process
  
    05.
    Access the highest valuation and lowest cost of capital available
  
    06.
    Deliver the highest possible return on all fees paid through time and cost efficiency