Wheaton Advisors

Wheaton Advisors is a financial advisory and management consultancy firm with offices in India and the US. Established in 2017, we have successfully delivered over 1500 tailored financial and business solutions that have helped companies overcome challenges and scale efficiently. We believe in delivering results quickly and efficiently, and our dedicated team of highly qualified professionals with expertise across sectors will always be accessible as your financial research and advisory partners, empowering you to make strategic decisions.

We have a wealth of experience in business valuation, financial modeling, and consulting, making us the trusted partners for a diverse and loyal clientele, helping foster strong relationships across India, the US, Canada, the UK, Spain, Australia, and South Africa.

Our key areas of specialization-

1. End-to-End Deal Lifecycle Support-
   Services:
   • Confidential Information Memorandums (CIMs) and business sales presentations
   • Financial Modeling- Three-statement, leveraged buyout (LBO), and M&A models.
   • Valuation Analysis- Discounted Cash Flow (DCF), trading, and transaction comparable.
   • Cohort analysis
   • Portfolio valuation and monitoring
   • Fund support- Fund accounting and reporting
   • Deal Sourcing
   • Due Diligence: High-level startup screening and investment evaluation

2. Offshore Support & Resource Optimization-
   Services:
   • Staff Augmentation via our scalable FTE-based support, with the option to ramp up or down
   • Global Talent Access to skilled professionals across domains
   • End-to-End Office Setup & Expansion within India

3. Strategic Advisory & Special Situations Support-
   Services:
   • Business Exit Planning- Strategic guidance for smooth transitions during exits/divestitures.
   • Comprehensive assessment of Intellectual Property Valuation.
   • Bankruptcy Valuation support for restructuring, insolvency, and legal proceedings
   • Cohort Analysis- Data-driven insights into customer behavior, retention, and lifetime value.
   • Evaluating strategic alliances, joint ventures, and collaboration opportunities.

4. Independent Research & Strategic Consulting-
   Services:
   • Buy-Side & Sell-Side Equity Research • Industry Research- Market sizing, competitive landscape analysis, growth drivers, & trend forecasting. • Commodity & Crypto Research, covering fundamental and macro-driven analysis across commodity markets and digital assets • Strategic consulting to overcome complex business and investment challenges.