• Xpertiz
    At Xpertiz, we simplify complexity—offering expert guidance
    in financial management, M&A, and strategic planning.
    Learn More
    Contact Us
  • we help in uniting
    Founders & Investors
    We help founders raise capital by matching them with the
    right investors, backed by expert advisory and seamless deal execution.
    Submit Your Pitch

50K+ Investor & 5K+ Entrepreneur Network

Extensive network of founders, PE/VC funds, corporates, institutional investors, and family offices.

Trusted by 100+ Clients
$5B+ in Live Transactions

Backed by 100+ clients with $5B+ in active deals across IT, healthcare, sustainability, and real assets.

Experts from CA, CFA & Tier-1 MBA backgrounds

Seasoned professionals bringing 25+ years of combined strategic and financial expertise.

What We Do

Comprehensive Investment Banking Services

Mergers & Acquisitions (M&A)

Sell Side M&A: Helping private and PE-backed firms secure top-value exits.
Buy Side M&A: Guiding strategic and PE buyers through global acquisitions.
Full M&A Lifecycle Support: We manage the entire M&A process - end to end support from valuation to integration.

Capital Raising & Financing

Growth Equity: Assistance in raising equity from PE, VC, family offices, and strategics.
Debt Financing: Securing optimal funding, debt management, and financial flexibility.
Fundraising - Equity & Debt: Strategic planning, investor outreach, valuation, pitch support, and post-investment guidance.

Strategic & Growth Advisory

Growth Consulting: Boosting financial & operational performance.
Strategic Investment: Strategies for growth, profitability, and mission alignment.
Turnaround Management: Reviving distressed businesses with targeted execution.

IPO & Exit Advisory

IPO Advisory: Scaling and readiness for IPO with performance optimization and growth strategy.
Exit Strategy Advisory: Structuring and timing strategies to maximize value.

Negotiation & Deal Structuring

Negotiation: Outcome-focused, value alignment and strategic clarity.
Deal Structuring: Capital architecture design, governance precision, and long-term value protection.

Support Services

Data Room Setup: Secure, well-structured data structuring from raw data.
Pitch Decks & Analysis: Investor-ready teasers, CIMs, financial models & marketing-related documentation.

Wanna Talk To Us?

Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.

Our Cases

What we have done
Did you know that

We are trusted by more than 100+ clients

We are trusted by more than 100 clients across industries, from startups to global enterprises, who rely on our expertise to navigate complex financial and strategic decisions with confidence.

We are an expert in
this field

Why clients trust us:

  • Proven Track Record — Successful outcomes across engagements.
  • Deep Domain Knowledge — Across sectors and growth stages.
  • Tailored Solutions — Strategies customized to client needs.
  • End-to-End Support — From analysis to execution, at every step.

Our goal is to be at the heart of the financial services industry as businesses expand across.

Latest News

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Our Success Stories

what we have done
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All Time Clients
0
Clients In This Year
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New Projects
55%
Avg Profit Increased

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