M&A, Capital Raising, and Debt Financing – End-to-End Transaction Support
Mergers and acquisitions (M&A), as well as capital and debt raising processes, are pivotal and often one-time events that represent major turning points in an organization’s lifecycle. We offer clients comprehensive support throughout all stages of the transaction — from strategy development, investor and opportunity sourcing, and negotiation, to securing funding and ensuring seamless post-deal integration. Our process includes preparing investor presentations and transaction documents, leading roadshows, and identifying relevant investors. We also act proactively by sourcing companies and assets with investment potential — from market scans and target lists to evaluating alternatives for strategic buyers and investment funds.
We manage comprehensive due diligence processes — financial, commercial, and operational — ensuring that every detail is examined, assessed, and factored in. In parallel, we actively participate in, and often lead, the negotiation process, balancing business flexibility with value creation principles and risk management.
On the financing side, we support equity and debt fundraising — both institutional and bank-based — including the design of complex financing structures tailored to the unique needs of each transaction.
Following transaction closure, we assist in developing tailored integration strategies to ensure a smooth, efficient, and well-managed transition — both operationally and organizationally.
Our advantage lies in our multidisciplinary team — including economists, lawyers, and CPAs — combined with deep familiarity with the Israeli market. We understand the dynamics of the local capital market, financial regulation, core business drivers, and the interpersonal relationships that influence deals. Our work is built on extensive experience with key players — from institutional investors and banks to regulators, controlling shareholders, and boards — allowing us to drive transactions with focus, coordination, and efficiency.
We deliver transaction advisory services that are tailored to the local reality — while adhering to the highest standards of the global financial market.
We served as investment bankers for the shipping company MSC in the framework of billions of NIS debt raising for the construction of the Southern Port in Ashdod.
Our work included managing the debt raising process, starting from preparing the IM, outlining the fundraising strategy, contacting banking and institutional entities, rating the company, managing the pricing process and leading the negotiations on a binding financing agreement.
Investment banking process for the sale of control of the company, a biomed services company, to Novolog at a value of tens of millions of NIS. The process included valuation, preparation of IM, negotiation support, management of the information room and due diligence, and assistance in preparing the commercial parts of the agreement.
Accompanying the special committee and the company’s board of directors to examine acquisition and merger proposals from The Phoenix, Altshuler Shaham and a foreign financial entity.
As part of the process, we performed a valuation and accompanied the company in negotiations with the various bidders. At the end of the process, the company was sold to The Phoenix at a value of hundreds of millions of NIS.
We were appointed as investment bankers and valuers for the independent committee of Tzemach Hammerman in the sale of the public holdings to the Azrieli Group.
In this framework, we performed valuations for the company, managed the data room and led the negotiation process until reaching a binding sales agreement of hundreds of millions of NIS.
We were appointed as investment bankers by Hot and Israel Infrastructure Fund (IIF) in the sale of their holdings in the fiber optic company at a value of more than a billion NIS.
Our work included managing the sale process, starting from preparing the IM, outlining the sales strategy, contacting the relevant entities, managing the pricing process and leading the negotiations on a binding sales agreement.
We served as investment bankers for the shipping company MSC in the framework of billions of NIS debt raising for the construction of the Southern Port in Ashdod.
Our work included managing the debt raising process, starting from preparing the IM, outlining the fundraising strategy, contacting banking and institutional entities, rating the company, managing the pricing process and leading the negotiations on a binding financing agreement.
Investment banking process for the sale of control of the company, a biomed services company, to Novolog at a value of tens of millions of NIS. The process included valuation, preparation of IM, negotiation support, management of the information room and due diligence, and assistance in preparing the commercial parts of the agreement.
Accompanying the special committee and the company’s board of directors to examine acquisition and merger proposals from The Phoenix, Altshuler Shaham and a foreign financial entity.
As part of the process, we performed a valuation and accompanied the company in negotiations with the various bidders. At the end of the process, the company was sold to The Phoenix at a value of hundreds of millions of NIS.
We were appointed as investment bankers and valuers for the independent committee of Tzemach Hammerman in the sale of the public holdings to the Azrieli Group.
In this framework, we performed valuations for the company, managed the data room and led the negotiation process until reaching a binding sales agreement of hundreds of millions of NIS.
We were appointed as investment bankers by Hot and Israel Infrastructure Fund (IIF) in the sale of their holdings in the fiber optic company at a value of more than a billion NIS.
Our work included managing the sale process, starting from preparing the IM, outlining the sales strategy, contacting the relevant entities, managing the pricing process and leading the negotiations on a binding sales agreement.
