Investment Banking Advisory for
Strategic Transactions.
Senior-led transaction advisory across capital raises, M&A, and strategic mandates.
Who We Are
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.
We are trusted by companies across industries — from growth-stage businesses to mid-market enterprises — who rely on our expertise to navigate complex financial and strategic decisions with confidence.
Founders, Boards and CXOs
Founders / Promoters
Mid-market Companies
PE / VC-backed Companies
Corporates Pursuing Acquisitions
Family-owned Businesses Considering Exits
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.
What Makes Us Different
Results-Driven
A proven track record of delivering measurable outcomes across complex financial engagements.
Top-Tier Talent
Specialized Analysts & Associates from CA, CFA, and Top MBA (IIMs & Tier-1 B-Schools) backgrounds.
Deep Investor Networks
Direct access to PE, VC, Banks, and Strategic Buyers — enabling seamless capital connections.
End-to-End Support
Cross-functional expertise across finance, strategy, and operations — from ideation to deal closure.
Meet Our Directors
Sanjeev Kumar
Director
CA, CS, CWA, CFA · 18+ years
- CFO Roles: Epson, Sener, NTT Data, De Dietrich, Schneider
- Board Positions: Kibbcom, City Network, Shapoorji Pallonji group
- Former Head of Finance at Decathlon India
- Global experience: Japan, Europe, Singapore, India
Ashok Sharma
Director
CA · 18+ years
- Background at EY, Deloitte, Beloor Bayir Biotech, EXL
- Sector: Funds, banking, pharma, manufacturing, retail, real estate
- Geographic: India, South Africa, USA, UK
- Financial restructuring & turnaround strategies
WeWork Galaxy, 43 Residency Road, Ashok Nagar, Bangalore 560025, India