Financial Support and Valuations

Economic support and valuations – depth of analysis. Business understanding. Accurate results.

Economic support and correct valuation are cornerstones in making business, financial and legal decisions. We specialize in performing professional, well-founded and defensible valuations, which serve as the foundation for agreements, transactions, legal proceedings and the outline of organizational strategies.

In our view, valuation is not just a computational tool – but a fundamental strategic layer, requiring an understanding of the interests around the table, the legal framework, and the way in which economic value is translated into decisions on the ground. Therefore, every job we do is built on a personalized basis, using proven methodologies: analysis of economic models, market comparisons, industry trends and cash flow forecasts – and all with meticulous analytical backing, full transparency, and the ability to explain every assumption down to the footnote level.

We perform valuations for corporations, tangible and intangible assets, projects, minority interests and financial instruments – for a variety of needs: mergers and acquisitions, IPOs, equity compensation plans, court opinions, stakeholder transactions and debt settlements.

Our distinct advantage lies in the combination of deep financial and accounting expertise, business and regulatory understanding and familiarity with the dynamics of the Israeli capital market. Our

Our experience includes hundreds of valuations in sensitive and high-responsibility cases – in all major areas of activity in the economy.

Selected Projects

Strategic Separation of Shufersal’s Real Estate Assets from Retail Operations

Shufersal

Advisory services to the board of directors and company management in the process of separating Shufersal Real Estate from the retail company. The work included, among other things, examining the appropriate debt structure for real estate and retail companies in accordance with industry standards, while maintaining the company’s rating and required.

Economic consulting and valuation for refineries in Israel

Bazan

Ongoing economic advisory and valuations for the oil refineries in Israel for the Budget Department in the Ministry of Finance within the framework of negotiations between the state and Bazan (Oil Refineries Ltd.).

Performing a valuation for Herzliya Medical Center

HMC

We served as agreed valuators for the purpose of valuing Herzliya Medical Center and the growth potential in private medicine within the framework of share acquisition proceedings by Clalit Health Services.

Financial and Business Model

Loanwise

Building a financial and business model for a non-bank mortgage credit company. Financial support in building the transaction structure, the method of Onboarding a Strategic Partner, and the company’s debt structure.

Assistance in the acquisition of a company in the steel industry

ashtrom

Accompanying Ashtrom in implementing the strategy to acquire a company in the steel industry. Our work included valuations and examination of various companies in the steel industry up to the acquisition of a company called Nitzavim for tens of millions of NIS.

Strategic Separation of Shufersal’s Real Estate Assets from Retail Operations

Shufersal

Advisory services to the board of directors and company management in the process of separating Shufersal Real Estate from the retail company. The work included, among other things, examining the appropriate debt structure for real estate and retail companies in accordance with industry standards, while maintaining the company’s rating and required.

Economic consulting and valuation for refineries in Israel

Bazan

Ongoing economic advisory and valuations for the oil refineries in Israel for the Budget Department in the Ministry of Finance within the framework of negotiations between the state and Bazan (Oil Refineries Ltd.).

Performing a valuation for Herzliya Medical Center

HMC

We served as agreed valuators for the purpose of valuing Herzliya Medical Center and the growth potential in private medicine within the framework of share acquisition proceedings by Clalit Health Services.

Financial and Business Model

Loanwise

Building a financial and business model for a non-bank mortgage credit company. Financial support in building the transaction structure, the method of Onboarding a Strategic Partner, and the company’s debt structure.

Assistance in the acquisition of a company in the steel industry

ashtrom

Accompanying Ashtrom in implementing the strategy to acquire a company in the steel industry. Our work included valuations and examination of various companies in the steel industry up to the acquisition of a company called Nitzavim for tens of millions of NIS.

Energy and Infrastructure

Real Estate and Construction

Logistics and Industry

Banking and Finance

Government and Regulation

Health

Defense and Security

Transportation

Retail & Consumer

Technology & Communications

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