Andrea Finger

Managing Director at Whelan Advisory Capital Markets

Role: Managing Director at Whelan Advisory Capital Markets
Location: Tucson, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Andrea Finger

Experienced investor, financial analyst, teacher, and consultant. I’ve applied my…

Experience

Managing Director
Whelan Advisory Capital Markets
Jan 2019 — Present
A woman-owned, boutique investment bank serving home builders and construction companies. Fully registered and licensed with the Securities and Exchange Commission (SEC), Whelan Advisory Capital Markets provides investment banking and financial advisory services to middle market land, home building and building products companies.

Education

University of Michigan
Bachelor of Science (BS), Biology
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Economics
2003

Skills

Due Diligence
Hedge Funds
Casino/Gaming Industry
Hotel Industry
Investment Management
Emerging Markets
Financial Modeling
Portfolio Management
Competitive Analysis
Asset Management
Capital Markets
Valuation
Business Communications
Corporate Finance
Financial Statement Analysis
Presentation Skills
Equity Research
Strategy
Management
Financial Analysis
Housing & Mortgage Industries - Global
Investments
Business Writing

Contact information

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Work email
a••••••@whelanadvisoryllc.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••55

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Current company

Whelan Advisory Capital Markets

Investment Banking · 5 employees · Founded 2014 · New York, New York, United States

Whelan Advisory Capital Markets is a woman owned boutique investment bank focused on advising housing and construction companies on M&A and capital raising. As a trusted advisor to the industry, Margaret founded the company in 2014 to offer a tailored and transparent approach to investment banking. Having participated in investment banking transactions representing $30+ billion in capital raised over the last 25 years, she is an industry expert leveraging a deep knowledge of relevant drivers, participants, valuation, and financing alternatives. Since 2018, Whelan Advisory has closed 47 transactions with $15+ billion in combined value. Clients choose Whelan Advisory because Margaret personally leads their efforts around capital raising, mergers and acquisitions, where services are customized to each client’s specific needs and performed with a proven focused three step approach to achieve the best possible result. The company offers strategic advice with broad 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.’ Margaret is passionate about the opportunities for innovation across the U.S. housing industry. Her firm has recently advised and raised capital for several of the more progressive companies in the industry including Castlerock Communities, Resicap, and McStain Neighborhoods. She is frequently featured as a keynote speaker on capital raising on M&A at industry events hosted by leading organizations including IBS, ULI, NAHB, Bloomberg, IMN and Wells Fargo. She has also served as an independent director on several public company and SPAC boards. Learn more about the successful transactions we have worked on here,

whelanadvisoryllc.com

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About Andrea Finger

Experience

Managing Director

Education

University of Michigan

The University of Chicago Booth School of Business

Skills

Find verified contacts for anyone on LinkedIn