At Xpertiz, our M&A practice helps clients navigate the complexities of mergers, acquisitions, and divestitures with precision and confidence. We serve both buy-side and sell-side mandates, helping companies accelerate growth, unlock synergies, or exit with maximum value. With a deep understanding of industry dynamics, regulatory frameworks, and financial modeling, we guide clients from opportunity identification to post-transaction integration. We bring together market intelligence, transaction experience, and a strong global network to identify the right opportunities, structure value-accretive deals, and manage seamless execution—all while maintaining strict confidentiality.
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.
We execute every mandate using a structured, result-oriented process designed for clarity and control at every phase:
1. Identification of target or acquirer companies using proprietary tools
2. Signing of a formal mandate and confidentiality agreements (NDA)
3. Strategic engagement with stakeholders and potential investors
4. Creation of transaction materials and setup of a virtual data room
5. Structured outreach to targeted buyers/investors globally
6. Arranging management introductions and preliminary discussions
7. Negotiation of Term Sheets or Letters of Intent (LOI)
8. Coordination of commercial, legal, and financial due diligence
9. Finalization of deal documentation (SPA, SHA, etc.)
10. Securing regulatory, shareholder, and board approvals
11. Closing of transaction and fund flow facilitation
12. Development of post-merger integration plans (people, processes, systems)
13. Tracking of synergy implementation and operational milestones
14. Ongoing support and performance monitoring
Xpertiz is more than just a transaction advisor—we are your long-term partner in value creation, scalability, and strategic transformation.
We support clients in creating and executing M&A strategies that are aligned with long-term business goals. Our work includes:
1. Identifying and profiling acquisition targets or potential acquirers
2. Market research and sector mapping to uncover strategic fits
3. Designing inorganic growth strategies and synergy realization frameworks
4. Preparing investor-facing documents such as teasers, CIMs, and presentations
5. Managing NDAs and investor/buyer qualification protocols