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Debt, IPO & Exit Strategy

Everything You Need To Know

Strategic Capital Solutions for Scale,
Liquidity & Long-Term Value Creation

In today's dynamic business environment, the right capital strategy can be the difference between stagnation and exponential growth. At Xpertiz, we empower businesses with a comprehensive suite of advisory services that span across structured debt financing, IPO readiness, and exit planning — all tailored to unlock shareholder value while ensuring long-term strategic alignment. Whether your company is gearing up for expansion, seeking non-dilutive working capital, planning a liquidity event, or preparing for a public market debut, we deliver holistic and execution-ready solutions. Our expertise lies in bridging the gap between your business vision and the capital market's expectations — bringing together institutional lenders, private credit funds, NBFCs, merchant bankers, stock exchanges, legal experts, and global investors to build a roadmap that's financially sound and operationally feasible. From capital structure optimization and credit syndication to drafting investor-ready DRHPs and crafting effective exit strategies for promoters or PE investors, we operate with a future-back mindset. Every engagement is powered by deep market intelligence, investor behavior understanding, and a sharp eye on valuation metrics and timing. With Xpertiz, you gain a partner who doesn't just raise funds — we craft transformative capital journeys.


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All Time Clients
30
Clients In This Year
80
New Projects
35%
Avg Profit Increased

Bangalore HQ
Global Reach

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

Trusted by 100+ Clients
$1.3B+ in Active Deals

Backed by 100+ clients and managing over $1.3B in live transactions.

Experts from CA, CFA & Tier-1 MBA backgrounds

Backed by 30+ years of strategic and financial expertise.

Business Information

Strategic Capital & Liquidity Planning:

1. Assessment of leverage profile and debt headroom
2. IPO feasibility analysis: sector appetite, promoter preparedness, and timing
3. Exit strategy mapping: strategic sales, secondary transactions, PE exits, and public offerings
4. Readiness review: governance, disclosures, and financial reporting alignment
5. Collaboration with investment banks, merchant bankers, and legal advisors

Our Workflow & Process

Execution Across Debt Raise,
IPO Preparation & Exit Transactions

1. Capital requirement analysis and capital mix planning
2. Term sheet design, collateral mapping, and lender/IPO advisor onboarding
3. Preparation of DRHP, IM, and financial disclosures
4. Investor/analyst engagement and documentation finalization
5. Regulatory filings and coordination with SEBI, RBI, RoC
6. Execution of IPO or exit transaction
7. Post-deal investor relations and performance tracking

Clients’ Testimonials

  • 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.

    John Mathews
    CEO, FinCore Analytics
  • 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.

    Priya Shah
    Managing Director, Meditronix