Founder & CEO
Whelan Advisory

Whelan Advisory Capital Markets (“WACM”) is a woman-owned boutique investment bank and broker dealer focused on M&A and capital raising advisory exclusively for the residential housing and construction industry. As a trusted advisor, Margaret founded the firm in 2014 to offer a tailored and transparent approach to investment banking and a high level of service to her clients. Having advised clients in successful transactions representing more than $30 billion in capital raised over the last 25 years, she is an industry expert leveraging deep knowledge of relevant drivers, market players, current valuation and financing alternatives.

Clients choose and return to WACM because Margaret personally leads their efforts, with services customized to each client’s specific needs and performed with a proven three-step approach to achieve the best possible outcome. The Company offers tailored, strategic advice with broad industry expertise, technical market knowledge, independent thinking, thorough attention to detail and dedicated senior advisors to deliver reliable results for its clients. As one CEO client stated, “When we engaged her as advisor to sell our company, Whelan cut through all the hype and confusion to allow us to really understand our choices and make the best decisions.”

Margaret is passionate about the opportunities for innovation across the U.S. housing industry. Her firm has represented several of the more innvoative companies in the sector including Brewer Companies, Focus Group, Resicap and Devon Street Homes. She is frequently featured as a keynote speaker at industry events hosted by leading organizations including the International Builders’ Show, the Urban Land Institute, the National Association of Home Builders, Bloomberg, IMN and Wells Fargo.

View All Speakers