What We Do
At Welham Advisory, we focus exclusively on two core service areas: mergers & acquisitions and strategic advisory. These services are designed for founder-owned and privately-held companies, not institutional investors or private equity groups. That distinction is intentional and eliminates the conflicts that often cloud traditional advising relationships.
Mergers & Acquisitions
Selling a business or pursuing an acquisition is a big decision, and often a once-in-a-lifetime one. Welham works closely with you throughout the entire M&A process, helping position your business, identify the right buyers or targets, and manage each phase through closing.
We stay focused on protecting your interests while guiding you through what is often a deeply personal process, not just a financial transaction. Our experience advising entrepreneurs and privately held companies across multiple sectors allows us to anticipate highly specific considerations that others might overlook.
Strategic Advisory
Sometimes the right move isn’t a sale—it’s taking a step back to think strategically. We partner directly with business owners to explore questions around growth, succession, timing, and how to best position the business within a rapidly evolving landscape.
These are long-term, relationship-based engagements with no pressure to transact. They’re an opportunity to weigh your options, clarify direction, and move forward with confidence.
Why Choose Welham Advisory?
Welham Advisory isn’t structured like a traditional firm. We work with a select number of clients at any given time to ensure every engagement receives direct, senior-level attention. Rajat Bangar, the firm’s founder and principal advisor, leads every project personally. He has advised on more than 50 transactions across healthcare services, healthcare technology, education, consumer and other sectors.
Our model is intentionally independent and conflict-free. We don’t answer to investors or outside financial sponsors, which means our only agenda is yours. With a wide-reaching network of corporate buyers, institutional investors, and key industry players, we’re able to move with speed and precision—without compromising objectivity.