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    Whelan Advisory, Llc

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    Description

    • Whelan Advisory, LLC was established in 2014 as a minority-owned, full-service advisory business. CEO Margaret Whelan offers a unique perspective on the complexities of debt and equity offerings and M&A transactions from over two decades of Wall Street experience including: As a top-ranked Institutional Investor All-America stock analyst researching over 30 seasoned and first-time capital issuers with a combined enterprise value of over $100 billion As an investment banker advising on M&A transactions and working on capital raises across the capital stack including equity, debt, credit and structured products As the CFO of a $1 billion market cap public company where research coverage was increased to 11 from four ratings in less than two years, by better explaining the value proposition As a public company independent director and committee member since the companys initial NYSE listing. The company offers strategic advice with deep industry expertise, technical market knowledge, independent thinking, thorough attention to detail and dedicated manpower to deliver top results for its clients. As one client stated, Whelan cut through all the hype and confusion to allow us to really understand our choices and make the best decisions.
    • location

      Headquarters: , New York, New York, United States

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    • Whelan Advisory, Llc phone

      Phone Number:

    • Whelan Advisory, Llc website

      Website: https://www.whelanadvisoryllc.com

    • Whelan Advisory, Llc employees

      Employees:3

    • Whelan Advisory, Llc revenue

      Revenue:$1 - 10M

    • Whelan Advisory, Llc legal name

      Legal Name:Whelan Advisory, Llc

    • Whelan Advisory, Llc's Social Media

      Whelan Advisory, Llc linkedin
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    • |  NAICS Code: 523920  |

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    Person level website identification

    CEO for Whelan Advisory, Llc

    Margaret Whelan

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Andrea Finger

    Managing Director

    Bret Perry

    Managing Director

    Currey Cornelius

    Director

    Frequently Asked Questions regarding Whelan Advisory, Llc

    • What is Whelan Advisory, Llc's official website?

      Whelan Advisory, Llc's official website is https://www.whelanadvisoryllc.com

    • What is Whelan Advisory, Llc's Revenue?

      Whelan Advisory, Llc's revenue is $1 - 10M

    • What is Whelan Advisory, Llc's NAICS code?

      Whelan Advisory, Llc's NAICS code is 523920

    • How many employees are working in Whelan Advisory, Llc

      Whelan Advisory, Llc has 3 employees

    • What is Whelan Advisory, Llc's Industry?

      Whelan Advisory, Llc is in the industry of Investment Banking

    • Who is Whelan Advisory, Llc's CEO?

      Whelan Advisory, Llc's CEO is Margaret Whelan

    • Who is Whelan Advisory, Llc's Managing Director?

      Whelan Advisory, Llc's Managing Director is Andrea Finger

    • Who is Whelan Advisory, Llc's Managing Director?

      Whelan Advisory, Llc's Managing Director is Bret Perry

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