Raising capital is complex. Our team guides you through the markets with clarity and confidence.

Private Capital Markets

The buyer universe for regional or private housing and construction companies is becoming wider. Larger national and public players remain interested in acquiring fast growth, well-performing local builders as they look to avoid the risk of paying a dumb tax. We are also seeing more buyers from Japanese housing companies, residential conglomerates like Clayton Homes, and Private Equity firms with decades of homebuilder experience.

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.

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Recent Transactions

Client Testimonials

  • “Having discussed financing options with Whelan Advisory two years prior, we were delighted when they identified an excellent partner for our firm. Margaret Whelan and Currey Cornelius were highly professional in our engagement with them, expertly supporting us at each step from start to finish. We could not be more excited about the partnership with Defy, as it will make a significant positive impact on our Company, our employees and all constituents for many years in the future.”

    Brad Davis
    President and Owner, Davis Homes

  • “The Whelan Team were true professionals. They properly set expectations, walked us through the process, and met every deliverable they promised. While the process was fantastic, the most important aspect was they simply took the time to understand our business. There is no doubt the fit with Synergos was absolutely the right move for ODC and was 100% facilitated by the Whelan Team.”

    Tony Hartsgrove
    Chief Executive Officer, ODC Construction

  • “The Whelan team truly exceeded expectations in guiding us through the complexities of telling our story to potential future partners and keeping the deal confidential. Margaret's deep industry expertise, strong relationships and calm demeanor were crucial in helping us find the right fit for our business. Andrea and Luke’s dedication, attention to detail and round-the-clock availability made the process smooth and less stressful than it would have been without their guidance. We couldn’t be happier with the results that the Whelan team delivered and would certainly recommend Margaret and her incredible team to anyone!”

    Todd Pyatt
    President and Co-Founder, Pyatt Builders

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

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