Comprehensive Financing Solutions Tailored to Your Goals
We are dedicated to empowering businesses through tailored financial solutions that span public and private markets. With a focus on strategic insight and client partnerships, we prioritize transparency, collaboration, and long-term growth.
- Public Offering
- Private Placement
- Mergers and Acquisitions (M&A)
- Placement Agent
- Research
Public Offering
Guiding companies through each stage - from preparation to successful launch and beyond.
We offer a complete suite of services, providing solutions to our clients throughout each stage of the process – from initial feasibility assessment and optimal transaction structure selection to execution and ongoing support, throughout all the stages and regarding all capital market aspects.
Our team’s unique characteristics and professionalism, the result of many decades of cumulative experience, are best reflected in these processes. We provide analytical, marketing, business, legal, and – above all – emotional support, which is vital in these complex processes.
We specialize in managing a broad spectrum of public market capital raising transactions, among them:
- Initial Public Offerings (IPOs)
- Secondary Offerings
- Block Trades
- Bond Issuances
- Convertible Bonds Offering
- Commercial Paper
Our services begin well before the transaction’s completion and continue throughout our clients’ public journey and beyond:
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Preliminary research and analysis services – including valuation, debt capacity analysis, market analysis, etc.
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Optimal transaction structure determination.
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Marketing materials preparation.
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Roadshow process management.
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Deal closing process management.
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Ongoing support throughout all stages of the public company lifecycle and regarding all capital market aspects.
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We are a leader in Israel’s commercial paper (CP) sector, managing a 3 billion NIS CP portfolio.
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Phoenix Underwriting has strong relationships with portfolio managers that specialize in money market funds.
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Our expertise enables efficient CP portfolio management and consistent outperformance.
Private Placement
Supporting capital raising for our clients through private transaction structures.
The private transaction process demands in-depth understanding and extensive experience with various players in the capital market, banking and investment industries. These complex transactions require creativity and a broad business and financial vision, which our team members have gained through the diverse positions they have filled over the years.
We support companies through various types of transactions:
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Private Equity Raising.
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Private Placement of Debt.
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Private Debt Raising, including from the banking system.
Mergers and Acquisitions (M&A)
We bring a unique blend of skills and experience necessary for the success of M&A processes, across all the critical pathways of these complex transactions.
Our multidisciplinary team’s professional background in finance and the capital markets, and in the legal, regulatory, and strategic fields, combined with insider familiarity with the banking system and with the Israeli institutional entities, ensures full control over all stages of the process and full transparency to our clients.
Over their extensive years of experience our team members have led a wide range of financial transactions, including some of the most significant in Israel’s economic history.
We accompany our clients throughout the entire process, from initial transaction assessment through to its full completion.
Our services include, among others:
Placement Agent
Exclusive representation of international GPs with diverse strategies and from various geographies in fundraising processes in the Israeli market. $2 billions of private equity raised
We are a leading player in private fundraising for international GPs in the Israeli institutional market, leveraging our unique background and the extensive experience we gained over the years in this area. We raise capital for Funds, co-investments and JVs.
Over the years, we established our position as exclusive representatives of some of the largest and most prestigious GPs, spanning various geographies and a wide range of industries- real estate, private debt, infrastructure, buyout and VC – raising over $2 billions over the past 6 years.
We leverage our deep and broad familiarity with all players in Israel’s capital market to maximize our clients’ fundraising sources in Israel. Thus, serving as the extended arm of the GPs we represent in the Israeli market.
Completing the fundraising for Funds is only the first step in the suite of services we offer throughout the entire investment lifecycle – capital calls, Funds distribution, assistance with major decisions, and ongoing communication with the Israeli investors.
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Research
Our research department is an essential, integral and complementary component of all our services.
Research services are a critical component of the capital raising process and are essential for sustaining strong relationships with the company’s key stakeholders and partners, both during the transaction process and in the course of ongoing operations.
Our research department’s services include, among others:
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Financial modeling – valuation and cash flow analysis.
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Market research.
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Preparation of presentations and other marketing materials.
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Rating process advisory.
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Facilitating analytical interactions with the research and analysis departments of the various institutional entities.
Partner With Us
Partner With Us
Interested in learning more about Phoenix Underwriting’s approach and services? Let’s start a conversation and explore how we can support your financial growth.
