What we offer
At Caplexus Capital, we provide end-to-end investment banking services designed to support critical financial decisions at every stage of your business journey. From raising capital to structuring exits, we deliver strategic guidance, global access, and sharp execution — all with a boutique, client-first approach.
Tailored Financial Solutions for Growth, Capital, and Strategic Transitions
Mergers & Acquisitions (M&A)
We provide end-to-end M&A advisory on both the buy-side and sell-side, helping you navigate complex deals with clarity and confidence. From target or buyer identification, synergy analysis, and financial modeling to due diligence, negotiation, and closing — we manage the full process to ensure value creation and strategic alignment. Whether you’re acquiring for growth or selling to scale your legacy, we make the transaction work for your vision.
Capital Raising (Equity & Debt)
We help businesses raise the right capital from the right partners. Whether it’s venture capital, growth equity, private debt, or structured finance, our team prepares your business to be investor-ready and leads you through a curated fundraising journey. From pitch design and valuation benchmarking to investor outreach and term sheet negotiations — we ensure every step serves your growth, while preserving control and strategic flexibility
Private
Placements
Our private placement service is designed for companies seeking confidential, selective capital infusion. We tap into our exclusive network of family offices, HNIs, and institutional investors to identify aligned capital partners. Unlike broad market fundraising, this approach offers discretion, speed, and strategic compatibility — ideal for sensitive growth initiatives, cap-table optimization, or bridge rounds.
Buy-Side Advisory & Acquisition Support
Looking to expand through acquisition? We offer comprehensive support throughout the acquisition lifecycle — from target identification and market scanning to valuation, structuring, and deal execution. With deep experience across sectors and geographies, we help you grow strategically, minimize risk, and realize full post-deal potential.
Strategic Financial
Advisory
Beyond transactions, we offer ongoing financial strategy support to prepare your business for investment or M&A. Our services include valuation analysis, pitch refinement, capital structuring, business model optimization, and board-level strategic guidance. Whether you’re preparing for a raise, thinking about long-term capital strategy, we bring clarity and precision to every decision.
Exit Planning & Founder Advisory
Planning an exit is more than a financial decision — it’s a legacy move. We specialize in advising founders and promoter groups on full exits, stake sales, and succession planning. From grooming the business for sale and identifying strategic buyers to structuring clean transitions — we ensure you exit on your terms, with maximum value and peace of mind.
Book a Call with Our Financial Advisor
Have questions about raising capital, planning an exit, or navigating a high-stakes financial decision? Speak directly with a senior advisor at Caplexus Capital and gain clarity on your next move.
Whether you’re a founder, CXO, or family business leader, our team is here to offer tailored insights, assess opportunities, and guide you with professionalism and discretion.