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About Us

M&A and Fundraising Pioneers

Read The Story Behind
Our Success

Founded in 2021, Xpertiz is a boutique investment banking and consulting firm headquartered in Bangalore, delivering tailored financial solutions across sectors. From M&A advisory to fundraising, turnarounds, and due diligence, we bring clarity, confidence, and momentum to your business journey. We believe in customized strategies, not templates — because no two businesses are alike. Our client-centric model blends deep financial insight, real-world experience, and sector intelligence to fuel scalable growth and long-term success.


0+
All Time Clients
30+
Clients In This Year
40+
New Projects
90%
Retention Rate

Bangalore HQ
Global Reach

Best M&A & Fundraising in Bangalore, delivering solutions across the globe.

Trusted by 100+ Clients
$5B+ in Active Deals

Backed by 100+ clients and managing over $5B in live transactions.

Experts from CA, CFA & Tier-1 MBA backgrounds

Backed by 30+ years of strategic and financial expertise.

What Makes Us Different?

Our Record Breaking Performance

🔹 Results-Driven Consulting with a proven track record
🔹 Specialized Analysts & Associates from CA, CFA, and Top MBA (IIMs & Tier-1 B-Schools)
🔹 Cross-functional expertise across finance, strategy, and operations
🔹 Deep investor networks: PE, VC, Banks, and Strategic Buyers
🔹 End-to-end support from ideation to deal closure

Why Us?

We have more than
25 years of experience

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 and strategic initiatives.