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.