Investment Banking Services
No templates – just the right process, from first match to final close.
From strategy and positioning to negotiation and closing, we guide every stage of the transaction to maximize value and deliver the best possible outcome.
Origination & Matching
We identify Israeli tech companies built to be acquired - and the strategic buyers built to acquire them. Then we bring the right two sides together, quietly and early, before either goes looking elsewhere.
Process & Preparation
We stay hands-on from first introduction through signed numbers - shaping the story, preparing the financials, and making sure both sides walk into every conversation with clarity and confidence.
Structuring & Closing
We structure the deal - valuation, terms, earn-outs - and manage the paperwork and contracts through signing, so both sides close on fair, sector-standard terms.
How It Works
Five steps to a successful transaction.
A structured approach that helps buyers and sellers navigate every stage with confidence.
Introductions & Strategic Fit
Building the right foundation.
Every successful transaction starts with the right match. We introduce qualified buyers and sellers, establish confidentiality through NDAs and engagement agreements, and help both sides understand the strategic fit before moving the conversation forward.
Preparation & Market Outreach
Preparing your business for the right conversations.
We organize financial information, validate key business data, prepare professional one-page teasers, and discreetly approach qualified buyers or sellers who align with your goals.
Meetings & Deal Structuring
Turning interest into opportunity.
We coordinate meetings, manage ongoing discussions, and guide negotiations as the transaction takes shape. Together, we structure the deal, align expectations, and prepare the Letter of Intent (LOI) or Memorandum of Understanding (MOU).
Due Diligence & Transaction Management
Keeping every detail on track.
We coordinate the due diligence process from start to finish, managing documentation, timelines, advisors, and communications. By keeping every moving part aligned, we help resolve issues quickly and maintain momentum toward closing.
Closing & Transition
Completing the journey with confidence.
We coordinate the final closing, support communications and transition planning, and stay involved through the final stages to help ensure a smooth handover and a successful outcome for everyone involved.