WHEATON ADVISORS Borderless Teams,
Tangible Success,
Unbeatable Value!
A niche financial advisory and management consultancy with offices in India and USA ABOUT US
Why Wheaton? One-stop solution for
all your business valuation needs
Our Services
Dedicated full-time analysts Subject matter experts, for your business LEARN MORE

About us

Wheaton Advisors is a fast growing financial advisory and management consultancy firm, with offices in Pune, India and San Francisco, USA.

At Wheaton, we deliver tailored financial modeling, valuation, and analytics services to help companies overcome challenges and scale effectively.

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What we do

Our Services

With deep expertise across key sectors, Wheaton Advisors empowers you to make informed, strategic decisions as your dedicated financial research and advisory partner.

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Seamless Deal Management & Execution, End to End

  • CIM, Business Sales Decks
  • Financial Models, Leveraged Buyouts and Merger Models
  • Valuation DCF, Trading and Transaction Comparables
  • Cohort analysis
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Offshore Support

  • Timezone advantage
  • Global talent pool
  • Office setup and expansion support (India)
  • HR support
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Research Solutions

  • Equity Research- Buy Side, Sell Side
  • Industry Research
  • Feasibility Studies
  • Commodity and Crypto Research
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Startup Services

  • Startup Consulting
  • Pitch Deck Creation
  • Business Plan Development
  • Business Valuation
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Special Situations

  • Business Exit Planning
  • Intellectual Property Valuation
  • Bankruptcy Valuation
  • Data Theft Valuation
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Our Client Locations

Key Offerings

  • We create advanced financial models for mergers and acquisitions (M&A), equity research, project finance and analysis for investment banks, private equity and corporate finance
  • With a dedicated team of registered valuers, we can address all your business valuation needs
  • We offer highly skilled, financial teams, with domain expertise as a full time resource to support your team
  • We engage potential investors with lucrative investment opportunities using our high-quality Information Memorandums and pitch decks
  • We provide a comprehensive outlook of an industry’s competitive landscape

Our Client Partners

Customer Testimonials