Private Capital Markets
What we do
The opportunity to access long-term or programmatic equity and debt capital is attractive to innovative, fast-growing companies. At the same time, the process can be time consuming, expensive, and often daunting – especially for executives who are unfamiliar with how capital markets work.
As Wall Street veterans and housing industry experts, we offer a bridge to a vast universe of investors and lenders in the U.S. and overseas. Using a time-tested process and leaning on our decades of experience, we enable our clients to feel confident in the long-term benefit of the decisions being made to secure the lowest cost of capital available, and to maximize the return on the fees being paid.
Throughout the process, we are able to anticipate each step, translate technical data and investor feedback to allow for informed, sound, and timely decision making.
Our goal is to enable our clients to feel confident in their ability to make sound decisions around capital markets activities by providing transparency, data, expertise, and strategic advice.
Recent Transactions
Client Testimonials
“After working with Whelan Advisory on several large transactions, I can confidently say that there is no one better at connecting growing businesses with the right capital partners. They put in the effort to fully understand your industry, refine your pitch and make targeted introductions, as opposed to simply filling your calendar with unqualified or uninterested leads. We have raised hundreds of millions of dollars with Whelan Advisory and we look forward to being a repeat client in years to come.”
Jay Byce I Co-Founder & SVP, ResiBuilt Homes
“Our companies (Resicap/ResiBuilt) worked exclusively with Whelan Advisory to complete 2 successful capital raises for independent investment strategies and execute a large home sale transaction in 2020.
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.
Margaret facilitated negotiations and provided great expertise throughout the diligence process and contract execution. Resicap considers the Whelan team a great advisor and a long-term relationship after a very successful year.”
Lance Popp | Founder & 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.