Phoenix Underwriting Investment Bank

Your strategic partner for success

in the Israeli market

Select Transactions

LEAD BOOK RUNNER

Shoval Group

ILS

100,000,000

Initial Public Offering (IPO)

Q1 2025

LEAD BOOK RUNNER

Electra Residences

ILS

285,000,000

Private Placement of Common Shares

Q3 2024

LEAD BOOK RUNNER

Credito

ILS

431,000,000

Public Offering of Bonds
Series 1

Q3 2024

LEAD BOOK RUNNER

Elron Ventures

ILS

196,000,000

Sell of Control

Q3 2024

LEAD BOOK RUNNER

Cellcom

ILS

900,000,000

Sell of Control

Q2 2024

LEAD BOOK RUNNER

Gama Management and Clearing

ILS

500,000,000

Public Offering of Commercial Paper

Q2 2024

LEAD BOOK RUNNER

Nayax

ILS

342,000,000

Global Public Offering of Common Shares (Nasdaq)

Q1 2024

LEAD BOOK RUNNER

Dalia Energy Companies

ILS

700,000,000

Public Offering of Bonds
Series 2

Q1 2024

LEAD BOOK RUNNER

Tat Technologies

ILS

37,000,000

Private Placement of Common Shares

Q4 2023

LEAD BOOK RUNNER

Gilad Deposits

ILS

2,895,000,000

Public offering of Bonds
Series 1

Q4 2023

LEAD BOOK RUNNER

Ashdod Refinery

ILS

233,000,000

Public offering of Bonds
Series 2

Q4 2023

LEAD BOOK RUNNER

Phoenix Financial

ILS

400,000,000

Public offering of Bonds
Series 5 & 6

Q4 2023

LEAD BOOK RUNNER

Alrov Properties & Lodgings

ILS

186,000,000

Public offering of Bonds
Series 5 & 6

Q4 2023

LEAD BOOK RUNNER

Mehadrin

ILS

250,000,000

Sell of Control

Q3 2023

LEAD BOOK RUNNER

Property and Building corp

ILS

533,000,000

Public offering of Bonds
Series 10

Q2 2023

LEAD BOOK RUNNER

Property and Building corp

ILS

1,260,000,000

Public offering of Bonds
Series 10

Q1 2023

LEAD BOOK RUNNER

Dalia Energy Companies

ILS

200,000,000

Public offering of Bonds
Series 2

Q1 2023

LEAD BOOK RUNNER

Ella Deposits

ILS

124,000,000

Public offering of Bonds
Series 6

Q1 2023

LEAD BOOK RUNNER

Phoenix Financial

ILS

150,000,000

Public Offering of Bonds
Series 6

Q1 2023

Our business was founded on the idea that our key stakeholders and partners, whether they are our clients or institutional and private investors, are integral partners in our journey. Therefore, we regard interpersonal relationships, trustworthiness, and integrity as paramount values.

Leading the Way in Israel's financial markets with Expertise and Commitment

500

+

ILS Billion

AUM of the
Phoenix Financial Group

70

+

Successful Deals

On average annualy

15

+

Years

Core team working together

25

+

ILS Billion

Raised annually on average

Leading the Way in Israel's financial markets with Expertise and Commitment

Phoenix Underwriting, the investment banking arm of the Phoenix Financial Group, was established as a partnership between seasoned investment bankers with expertise in the capital markets, and Phoenix Financial, one of Israel’s largest institutional investors with AUM of $100 Billions, which is listed on the Tel Aviv Stock Exchange’s main TA-35 stock index.

Our Team

Our diverse, multidisciplinary team includes accountants, lawyers, and economists, each contributing specialized expertise from fields such as finance, law, regulation, and investment banking, and enhanced by deep capital markets knowledge.

Our Core Values

Our key advantage is the intrinsic synergy between us, making us a team that is greater than the sum of its parts.

We provide a comprehensive suite of services for building, strengthening, and maintaining one of a company’s vital assets – access and connection to financial sources, and the ability to continuously raise capital in the capital market.