Underwrite the business before you own it.
WealthX Research gives private equity investors independent equity research, audit-ready financial models and commercial and financial due diligence, built to hold up in front of an investment committee.
Three disciplines that answer one question: what is this business worth to us?
Equity Research
Independent company and sector analysis that tests the management case against the market, the competition and the numbers.
Initiation-style coverage of targets, peer benchmarking, thesis and risk framing, and a written view on valuation.
Equity research detailsFinancial Modeling
Integrated three-statement, DCF, LBO and returns models, built so every input is traceable and every output can be flexed live in the room.
Operating models, debt schedules, sources and uses, cap table waterfalls and scenario tooling for the deal team.
Financial modeling detailsDue Diligence
Financial and commercial diligence that reconciles reported earnings to cash, and the story in the CIM to the evidence outside it.
Quality of earnings, net working capital, net debt, customer and market work, and a red-flag summary ahead of signing.
Due diligence detailsFrom first call to investment committee in four steps.
Scope
Agree the decision, the materials we need and the committee date we are working back from.
Data and access
Issue the request list, review the data room and hold the first management or advisor session.
Analysis
Build the model, run the diligence workstreams and share findings as they firm up, not at the end.
Delivery
A written report, the live model and a walkthrough with your deal team and committee.
Built for sponsors, funds and their lenders.
We work for buyers. Our fees do not depend on a deal closing, so our conclusions do not either.
- Buyout and growth equity funds screening and underwriting control and minority investments.
- Search funds and independent sponsors that need institutional-grade analysis without a full in-house team.
- Family offices and co-investors reviewing a lead sponsor's numbers.
- Lenders to sponsor-backed deals testing cash flow and covenant headroom.