Going public is a big step for your business. We provide the expertise to guide you to success.

Public Capital Markets

Accessing deeper pools of equity and debt capital from the public markets can create the foundation for a company’s long-term growth and success. However, the process of transitioning from private to public and expanding a company’s investor base successfully is a significant challenge – both in terms of understanding the required processes and positioning the company’s story with public investors.

With multiple decades as equity research analysts, investors, and investment bankers raising capital across a wide range of real estate sectors we have a deep understanding of how to navigate these challenges alongside our clients.

Our goal is to solve for outcomes that are best for our clients, taking a hands-on approach to investment positioning and transaction structuring and seeking to provide independent advice without any balance sheet or other conflicts.

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Smith Douglas Homes

Recent Transactions

Client Testimonials

  • “I would highly recommend Margaret Whelan in any capacity as a capital markets advisor. Not only does she know everyone and can get people to answer her calls, she is a true advisor and friend with deep industry relationships and knowledge. Margaret can help guide small companies to large companies in capital transactions. With her wealth of knowledge in the housing sector she knows the right executives, business leaders, board members, and can make recommendations for strategic partnerships. Margaret understands all parts of the capital business from debt to equity, public or private sale/capital raise and can connect the right people. More important than capital, she is invested in people. She is always available 24/7, to listen, to offer advice, to think things through with you, to challenge you, and be strategic. She is invested in people and relationships for the long term. I highly recommend Margaret and am available for any additional questions.”

    Tommy Beadel
    Founder & CEO, Thomas James Homes

  • “The Whelan team took the time to understand McStain, our culture, and our needs. It was a pleasure working with them through every step of the process.”

    David Ware
    President & CEO, McStain Neighborhoods

  • “Margaret and her team did an unbelievable job guiding us through the process of marketing our company to potential buyers. Her expertise in our industry was invaluable over the last few months. Her team was instrumental in helping us tell our story, as well as negotiating and structuring a successful transaction. They were there for us 24/7 and were a key factor in helping us manage the huge amount of information and data that is required to complete a transaction in the homebuilding industry. We couldn’t be more pleased with Whelan Advisory.”

    Ken Stricker
    CEO, The Jones Company of Tennessee

  • “Margaret, Andrea, and the Whelan team have been invaluable in helping us establish a great partnership with Great Southern Homes. The Whelan team was beside me every step of the way, from taking the time to understand the intricacies of our company, to positioning the transaction in a changing market, negotiating the best offer that met our needs, and guiding us to the finish line. They stayed engaged during the entire process, ensuring we made it to the closing table.”

    Brian Herring
    President & CEO, Herring Homes

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