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.
Best M&A & Fundraising in Bangalore, delivering solutions across the globe.
Backed by 100+ clients and managing over $1.3B in live transactions.
Backed by 30+ years of strategic and financial expertise.
🔹 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
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 that help our clients with their trading projects around the world. Capabilities we leverage.
Xpertiz played a crucial role in structuring our Series B fundraising. Their team combined deep financial insight with practical execution, helping us close the round ahead of schedule.
We partnered with Xpertiz during a strategic merger, and their guidance was nothing short of exceptional. From valuation to integration, they delivered clarity and confidence at every step.