M&A & Fund Raising Advisory

For Companies Raising Capital or Pursuing Strategic Transactions.

Disciplined M&A and capital raising advisory for growth-stage and mid-market companies.

BangaloreSingaporeDubai
BangaloreSingaporeDubai
BangaloreSingaporeDubai
BangaloreSingaporeDubai
BangaloreSingaporeDubai
BangaloreSingaporeDubai
BangaloreSingaporeDubai
BangaloreSingaporeDubai
0+
Clients Served
$0B+
Live Transactions
0%
Retention Rate
0+
High Growth Sectors

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
Team collaboration
25+
Years
About Xpertiz

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.

What We Do

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.

How We Work

A Structured Transaction Process

Every engagement follows a disciplined, four-stage process designed to maximise outcomes and minimise disruption to your business.

01

Preparation

We develop a comprehensive understanding of your business, build institutional-quality materials, and define transaction objectives and target profiles.

02

Targeting

We identify and qualify potential counterparties — investors, acquirers, or strategic partners — based on sector focus, ticket size, and strategic alignment.

03

Engagement

We manage structured outreach, coordinate meetings and data rooms, and facilitate due diligence while maintaining confidentiality throughout the process.

04

Execution

We lead negotiations on structure, valuation, and terms — and work with legal and financial teams to bring the transaction to a successful close.

Our Approach

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
Track Record

Landmark transactions that move markets

Get in Touch

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.

WeWork Galaxy, 43 Residency Road, Bangalore 560025

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
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