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Whelan Advisory
Profile
Whelan Advisory is a woman-owned boutique investment bank and broker-dealer dedicated to advising housing and construction companies on M&A and capital raising. Founded in 2014 by Margaret Whelan, the firm was built on her vision of combining Wall Street expertise with a high-touch, client-centric approach. This model has positioned Whelan Advisory as a leading advisor on many of the most notable transactions across the homebuilding, construction services, building products, and related sectors. Since 2018, the firm has closed 47 transactions representing more than $15 billion of combined value.
