For Companies Raising Capital
or Pursuing Strategic Transactions.
Xpertiz is an India-based M&A and fund raising advisory firm that works with growth-stage and mid-market companies on capital raises, acquisitions, divestitures, and strategic partnerships.
We are a disciplined execution partner — focused on serious mandates, qualified counterparties, and successful outcomes.
Transactions Require More Than Introductions
Most businesses engaging in capital raises or M&A transactions need more than a list of potential investors or buyers. They need a structured process, disciplined outreach, and an advisor who understands how to move a transaction from interest to close.
We work with companies across stages and sectors — guiding them through fundraising rounds, acquisitions, divestitures, and strategic partnerships with a process-driven approach.
- Preparation of institutional-grade materials (teasers, CIMs, financial models)
- Identification and outreach to qualified counterparties
- Managing the full deal lifecycle — from engagement to execution
- Advising on structure, valuation, and negotiation strategy
Best M&A & Fundraising
advisory in Bangalore
More than 25 years of experience working in the industry has enabled us to build our services and solutions in strategy, consulting, digital, technology, and operations — helping clients drive results across global transactions.
25+ Years Combined Experience
Deep expertise built across two decades of global financial markets.
$5B+ Active Deal Pipeline
Managing complex transactions across sectors and geographies.
50K+ Investor & Entrepreneur Network
Extensive network of founders, PE/VC funds, corporates, institutional investors, and family offices.
M&A & Capital Raising
Advisory Services
We advise companies on capital raises, acquisitions, divestitures, and strategic partnerships — with a structured, execution-focused approach.
Capital Raising
- Equity and structured debt raises for growth-stage and mid-market companies
- Preparation of investor-ready materials — teasers, CIMs, financial models
- Identification and outreach to institutional investors, PE funds, family offices
- Managing investor meetings, Q&A processes, and due diligence workflows
- Term sheet evaluation, negotiation support, and deal structuring
- Coordination through to financial close and documentation
Mergers & Acquisitions — Sell-Side
- Advising promoters and shareholders on full or partial exits
- Business positioning, valuation analysis, and buyer landscape mapping
- Running structured sale processes — controlled auctions or negotiated deals
- Managing confidentiality, information flow, and buyer engagement
- Negotiating deal terms, earn-outs, representations, and indemnities
- Supporting legal and financial workstreams through to closing
We represent the seller's interest exclusively in every sell-side mandate.
Buy-Side Advisory
- Acquisition strategy development aligned with business objectives
- Target identification, screening, and preliminary outreach
- Conducting commercial and financial due diligence
- Valuation benchmarking and deal structuring
- Negotiation of price, terms, and post-close arrangements
- Integration planning support as needed
Strategic Transaction Advisory
- Joint ventures, strategic alliances, and partnership structuring
- Carve-outs, spin-offs, and corporate restructuring advisory
- Board-level advisory on strategic alternatives and transaction readiness
- Fairness opinions and independent valuation support
Suitable for complex or non-standard transactions that require senior-level advisory and a tailored process.
A Structured Transaction Process
Every engagement follows a disciplined, four-stage process designed to maximise outcomes and minimise disruption to your business.
Preparation
We develop a comprehensive understanding of your business, build institutional-quality materials, and define transaction objectives and target profiles.
Targeting
We identify and qualify potential counterparties — investors, acquirers, or strategic partners — based on sector focus, ticket size, and strategic alignment.
Engagement
We manage structured outreach, coordinate meetings and data rooms, and facilitate due diligence while maintaining confidentiality throughout the process.
Execution
We lead negotiations on structure, valuation, and terms — and work with legal and financial teams to bring the transaction to a successful close.
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. It is 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.
Our engagement includes:
- 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
Built for Serious Mandates
Founders & Growth Companies
Companies at inflection points — raising growth capital, evaluating strategic options, or preparing for a liquidity event. We work with promoters who want a structured process and credible counterparties.
Strategic Acquirers
Corporates looking to grow through acquisition — whether for market entry, capability building, or consolidation. We help identify, evaluate, and execute on the right targets.
Private Equity & Institutional Investors
PE funds, family offices, and institutional investors seeking co-investment opportunities, platform acquisitions, or bolt-on targets within their portfolio strategy.
Working Across Markets
While based in India, our transaction experience spans domestic and cross-border mandates across the US, Europe, Southeast Asia, and the Middle East. We engage with global investors, acquirers, and strategic partners across geographies.
Our sector focus includes technology, SaaS, IT services, healthcare, consumer, and industrials — areas where we have built deep networks and pattern recognition over years of active deal-making.
Landmark transactions
that move markets
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.
Let's start a
conversation
Whether you're exploring an acquisition, raising capital, or seeking strategic guidance — our team is ready to help you navigate your next transaction.
Your information is treated with complete confidentiality. We never share your details with third parties.
Considering a Capital Raise
or Strategic Transaction?
If your company is exploring capital, acquisitions, or a potential exit, we would be glad to discuss the opportunity.
Start a Conversation with Xpertiz