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Our Services

Comprehensive investment banking and financial consulting tailored to your business needs.

A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
An interior space with a high ceiling featuring a large electronic board displaying various financial data and numbers. There is modern seating with red and white chairs, and a person is walking through the room.
An interior space with a high ceiling featuring a large electronic board displaying various financial data and numbers. There is modern seating with red and white chairs, and a person is walking through the room.
Investment Banking

Expert services in valuation, due diligence, and recovery programs to enhance your business value.

Financial Consulting

Tailored financial risk management and business plan preparation to ensure your success.

Frequently Asked Questions

What investment services do you offer?

We provide investment banking, financial consulting, and valuation services for companies across various sectors.

How do you manage investments?

Our firm actively manages portfolio investments in cloud services, real estate, fintech, and more across Israel, US, and Europe.

What is due diligence?

Due diligence is a comprehensive appraisal of a business to establish its assets, liabilities, and commercial potential before investment or acquisition.

What tax services do you provide?

We offer local and international tax services.
Do you provide training?

Yes, we offer training in financial risk management and business planning to enhance client capabilities.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

The team's expertise in financial consulting significantly improved our investment strategy and overall performance.

Alex R.

A vintage green typewriter with a sheet of paper inserted displays the text 'PRIVATE EQUITY' in bold letters. The typewriter rests on a white marble surface, and its keys and mechanisms are visible.
A vintage green typewriter with a sheet of paper inserted displays the text 'PRIVATE EQUITY' in bold letters. The typewriter rests on a white marble surface, and its keys and mechanisms are visible.

Their thorough approach to due diligence safeguarded our interests during the acquisition process.

Maria T.

A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
★★★★★
★★★★★