M&A & Fund-Raising Advisory
Investment banking advisory for founders, promoters and mid-market companies
Capital raising, sell-side exits, buy-side mandates and strategic transactions
End-to-end support in executing critical M&A and capital raise transactions
Investment Banking Advisory for Strategic Transactions
Founded in 2021, Xpertiz was built on the premise that transactions require more than introductions. We act as an extension of the board and leadership team, supporting valuation, positioning, structuring, investor or buyer outreach, negotiation and execution across capital raises, M&A mandates and strategic transactions.
Why Xpertiz
Senior-led execution
Every mandate is led by experienced transaction professionals, not delegated to junior teams.
Structured process, not introductions
Milestone-driven execution from positioning through close, not just counterparty introductions.
Cross-border investor / buyer access
Extensive reach across India, Southeast Asia, the Middle East, and global institutional capital.
Sector-informed transaction positioning
Deep understanding of sector dynamics to position your company for the right counterparties.
M&A & Capital Raising Advisory Services
Capital Raising
Structured fundraising support for growth-stage and mid-market companies
Sell-Side M&A
Strategic exits designed to maximise enterprise value
Buy-Side Advisory
Target identification and acquisition support for strategic growth
Strategic Transactions
Senior-led advisory for complex, non-standard mandates
Our Execution Framework
Every mandate is run through a milestone-based transaction workflow covering positioning, outreach, diligence, negotiation and close support.
Thesis Alignment
Define transaction objectives, build institutional-quality materials, and establish positioning and target profiles.
Targeted Outreach
Identify and engage qualified counterparties based on sector focus, ticket size, and strategic alignment.
Diligence & Engagement
Manage structured outreach, coordinate meetings, data rooms, and facilitate due diligence while maintaining confidentiality.
Structuring & Close
Lead negotiations on structure, valuation, and terms — and work with legal and financial teams to close the transaction.
Thesis Alignment
Define transaction objectives, build institutional-quality materials, and establish positioning and target profiles.
Targeted Outreach
Identify and engage qualified counterparties based on sector focus, ticket size, and strategic alignment.
Diligence & Engagement
Manage structured outreach, coordinate meetings, data rooms, and facilitate due diligence while maintaining confidentiality.
Structuring & Close
Lead negotiations on structure, valuation, and terms — and work with legal and financial teams to close the transaction.
Focused Outreach. Qualified Counterparties.
We don't believe in mass-market outreach. Every investor, acquirer, or partner we engage has been specifically identified and vetted based on strategic fit, transaction appetite, and sector relevance.
This means fewer but more meaningful conversations — with counterparties who are genuinely aligned with the opportunity. A process designed for quality over volume.
Structured Transactions — Not Broker Introductions
There is a meaningful difference between making introductions and managing a transaction. We operate as a full-scope transaction advisor — from preparation through close.
- Building the investment thesis and positioning materials
- Running a structured, timeline-driven outreach process
- Managing due diligence, data rooms, and Q&A workflows
- Leading term sheet negotiations and deal structuring
Why clients prefer this model
- Better signal quality
- Fewer wasted conversations
- Stronger confidentiality control
- Higher preparedness for diligence and negotiation
Selected Track Record
Advised on the acquisition of a fast-growing cybersecurity company by a US-based investor, supporting the company's next phase of growth, product innovation, and global market expansion.
Advised on the strategic acquisition of SmartSoC Solutions by Virtusa, strengthening Virtusa's semiconductor engineering capabilities across advanced chip design, verification, and embedded systems.
Facilitated the acquisition of InSemi Technologies by Infosys for $33.7M, navigating the full M&A lifecycle including due diligence, valuation, and deal execution in the semiconductor design space.
Managed the strategic acquisition of Cientra by Accenture, delivering end-to-end M&A advisory and deal execution to expand Accenture's silicon design capabilities.
Request a Confidential Strategy Review
If you are evaluating a capital raise, exit, acquisition or strategic transaction, our team can review the opportunity confidentially and advise on next steps.
Your information is treated with complete confidentiality. We never share your details with third parties.
Request a Confidential Strategy Review
If your company is evaluating a capital raise, acquisition, divestiture or strategic transaction, our team can review the situation confidentially and advise on the right next steps.
Request a Strategy Review