Wheaton Advisors is a financial advisory and management consultancy firm with offices in Pune and the US. Established in 2019, we have successfully delivered hundreds of tailored financial and business solutions, helping numerous companies overcome challenges and scale efficiently.
Our team of highly qualified professionals with expertise across sectors are readily accessible as your dedicated financial research and advisory partners, empowering you to make strategic decisions.
Our key areas of specialization-
1) End-to-End Deal Lifecycle Support-
• Confidential Information Memorandums (CIMs) and business sales presentations
• Financial Modeling- three-statement, leveraged buyout (LBO), and merger & acquisition (M&A) models
• Valuation Analysis- Discounted Cash Flow (DCF), trading, and transaction comparables
• Cohort analysis and operational insights
• Quarterly portfolio valuation and monitoring
• Fund support- Fund accounting and reporting
• Deal Sourcing
• Due Diligence- High-level startup screening and investment evaluation
• On-demand, flexible research solutions customized to client requirements

2) Offshore Support & Resource Optimization-
• Staff Augmentation via our scalable FTE-based support, with the flexibility to ramp up or down based on business needs.
• Global Talent Access 
• End-to-End Office Setup & Expansion within India

3) Strategic Advisory & Special Situations Support-
• Business Exit Planning
• Comprehensive assessment of IP Valuation of intangible assets for transactions, reporting, or litigation
• Bankruptcy Valuation support for restructuring & insolvency
• Evaluating strategic alliances & joint ventures

4) Independent Research & Strategic Consulting-
• Buy-Side/Sell-Side Equity Research 
• Commercial, operational, and financial feasibility assessments for projects

5) Startup Advisory & Growth Support-
• Detailed structured business plans to support fundraising
• Investor-ready presentations communicating vision and value proposition.

Wheaton Advisors

Org chart

Teams

Offices