Serendipity Capital
Serendipity Capital

Serendipity Capital

Serendipity CapitalSerendipity CapitalSerendipity Capital

Glocal Opportunities

Contact Us

Serendipity Capital

Serendipity CapitalSerendipity CapitalSerendipity Capital

Glocal Opportunities

Contact Us

WHO WE ARE

Serendipity Capital is a boutique financial advisory firm specializing in M&A, credit, and capital raising for companies across Israel and beyond. We bring together global reach, deep execution capabilities, and hands-on senior involvement in every transaction. Our clients include founders, corporates, financial sponsors, and strategic investors seeking tailored, high-impact financial solutions.

OUR SERVICES

M&A Advisory

Credit Advisory

Growth Equity

  

We provide end-to-end M&A advisory services for both sell-side and buy-side transactions.


Sell-Side

We act as a dedicated partner to founders and shareholders looking to exit or bring in a strategic/financial partner. Our process includes:

  • Deep dive analysis and full company valuation.
  • Creation of institutional-grade materials.
  • Identificatio

  

We provide end-to-end M&A advisory services for both sell-side and buy-side transactions.


Sell-Side

We act as a dedicated partner to founders and shareholders looking to exit or bring in a strategic/financial partner. Our process includes:

  • Deep dive analysis and full company valuation.
  • Creation of institutional-grade materials.
  • Identification and outreach to qualified buyers.
  • Leading the transaction process from start to finish: term sheet negotiation, data room management, SPA , and stakeholder coordination (legal, tax, accounting).
        

Buy-Side
We work with both strategic acquirers and financial sponsors to support growth via acquisition. Our services include:

  • Defining acquisition strategy and investment criteria
  • Target sourcing and screening
  • Deal approach and negotiation support
  • Project management and closing support


We act as an extension of your team—sourcing intelligently and executing  with discretion and precision.

Growth Equity

Credit Advisory

Growth Equity

  

We support Growth-Stage companies looking to raise equity from global investors. Our team:

  • Prepares investor-ready materials and positioning
  • Identifies and connects with the most relevant institutional and strategic investors
  • Leads the entire fundraising process- from outreach to term sheet to closing
        

With deep relationships across ve

  

We support Growth-Stage companies looking to raise equity from global investors. Our team:

  • Prepares investor-ready materials and positioning
  • Identifies and connects with the most relevant institutional and strategic investors
  • Leads the entire fundraising process- from outreach to term sheet to closing
        

With deep relationships across venture capital, growth equity funds, and family offices, we deliver more than capital- we deliver the right strategic partners.


Credit Advisory

Credit Advisory

Credit Advisory

  

We advise companies across real estate, industrials, and technology on optimizing their credit structure. Whether raising new debt or restructuring existing obligations, we:

  • Prepare comprehensive financing packages
  • Lead outreach and negotiations with banks, institutional lenders, and private credit funds
  • Structure and optimize loan terms, 

  

We advise companies across real estate, industrials, and technology on optimizing their credit structure. Whether raising new debt or restructuring existing obligations, we:

  • Prepare comprehensive financing packages
  • Lead outreach and negotiations with banks, institutional lenders, and private credit funds
  • Structure and optimize loan terms, leveraging our experience and network
        

Our goal is simple: secure the right credit, on the best possible terms, with a smooth and professional process.

OUR TEAM

Oded Lipshitz- Founder and Managing Partner

Moshe Lahmani- Senior Advisor, Real Estate and Infrastructure

Moshe Lahmani- Senior Advisor, Real Estate and Infrastructure

  

 Oded serves as a trusted advisor to leading Israeli companies on complex M&A transactions, partnering with founders, CEOs, and shareholders to achieve successful outcomes. He takes a hands-on, high-touch approach, guiding clients through the full lifecycle of a deal- from strategic preparation to negotiation, execution, and closing.


Wit

  

 Oded serves as a trusted advisor to leading Israeli companies on complex M&A transactions, partnering with founders, CEOs, and shareholders to achieve successful outcomes. He takes a hands-on, high-touch approach, guiding clients through the full lifecycle of a deal- from strategic preparation to negotiation, execution, and closing.


With a strong global network of investors, acquirers, and financing partners, Oded is recognized for his ability to navigate challenging deal dynamics and uncover opportunities often overlooked. His work is defined by a unique blend of deep analytical insight, creativity in deal structuring, and unwavering commitment to clients’ long-term success.


Before founding Serendipity Capital, Oded spent over a decade on the buy-side with leading asset managers and family offices, including Fidelity Investments and Choate Investment Advisors.


He holds an MBA in Finance from Cornell University and a BA in Economics and Business Administration from Bar Ilan University, where he graduated Cum Laude.




Moshe Lahmani- Senior Advisor, Real Estate and Infrastructure

Moshe Lahmani- Senior Advisor, Real Estate and Infrastructure

Moshe Lahmani- Senior Advisor, Real Estate and Infrastructure

  

Moshe brings over 30 years of senior leadership and financial expertise across the infrastructure, real estate, and investment sectors. He previously served as Chairman and CEO of Shikun & Binui, Israel’s leading infrastructure and real estate conglomerate, where he oversaw global operations spanning infrastructure, real estate developm

  

Moshe brings over 30 years of senior leadership and financial expertise across the infrastructure, real estate, and investment sectors. He previously served as Chairman and CEO of Shikun & Binui, Israel’s leading infrastructure and real estate conglomerate, where he oversaw global operations spanning infrastructure, real estate development, energy, and public-private concessions.


Prior to that, Mr. Lachmani served as Deputy CEO and CFO of Arison Holdings, Israel’s largest single-family office, where he played a key role in overseeing diversified investments and financial strategy.

Moshe began his career at KPMG, where he spent a decade as a Senior Manager, advising large corporates on financial and audit matters.


He holds a B.A. in Accounting and Economics from the University of Haifa and is a Certified Public Accountant (CPA). Over the years, Mr. Lachmani has held various positions on boards of directors of both companies and non-profit organizations.

Yehuda Ovadia- Senior Credit and Economic Advisor

Yehuda Ovadia- Senior Credit and Economic Advisor

Yehuda Ovadia- Senior Credit and Economic Advisor

 

Yehuda is an experienced economist with over 20 years of expertise in the banking sector, including many years in a senior role within the corporate credit Division of FIBI bank. Throughout his career, he has led complex financing transactions for companies across various industries, including large-scale syndicated loans and structured 

 

Yehuda is an experienced economist with over 20 years of expertise in the banking sector, including many years in a senior role within the corporate credit Division of FIBI bank. Throughout his career, he has led complex financing transactions for companies across various industries, including large-scale syndicated loans and structured credit deals.


Yehuda specializes in advising companies on fundraising processes with banks and institutional lenders, leveraging his deep familiarity with key financial stakeholders and a proven ability to improve financing terms for the benefit of his clients. He brings a unique combination of strategic insight and practical execution, a direct and results-oriented approach, and extensive experience in navigating complex financial challenges.


Yehuda has deep expertise in financial analysis, valuation, and transaction structuring, as well as in preparing professional economic opinions for legal proceedings.


He holds both a Bachelor’s and a Master’s degree in Economics from Bar-Ilan University, both of which he completed with honors.

Ido Agmon- Senior Advisor, Life Sciences

Yehuda Ovadia- Senior Credit and Economic Advisor

Yehuda Ovadia- Senior Credit and Economic Advisor

 

Ido brings over 20 years of experience in the life sciences and technology sectors, with a proven track record in evaluating, founding, and managing innovative ventures. As a senior advisor, he works closely with healthcare and technology companies, providing guidance on strategic planning, capital raising, and due diligence. His advisor

 

Ido brings over 20 years of experience in the life sciences and technology sectors, with a proven track record in evaluating, founding, and managing innovative ventures. As a senior advisor, he works closely with healthcare and technology companies, providing guidance on strategic planning, capital raising, and due diligence. His advisory work is grounded in deep expertise in technology assessmen and investment strategy, combined with strong negotiation skills with investors, partners, and entrepreneurs.


Ido previously served as Co-Founder and Managing Partner at Aviv Bio-Invest, a fund focused on publicly traded biomedical companies, where he led investment strategy and portfolio execution. He also served as CEO of the MITAV Technology Incubator and as Business Development Manager at the ATI Technology Incubator, supporting dozens of companies through growth and commercialization.

In addition, Ido has served on the boards of several life sciences and technology ventures, including Orca Surgical, Tigapo, and the publicly traded Kitov Pharmaceuticals.


He holds a B.A. in Life Sciences and Business Administration from Tel Aviv University, and an MBA in Marketing and Finance from the Hebrew University of Jerusalem.

Contact Us

Contact Us

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We have your best interest in mind!

Send us a message to find out more about how we can help you meet your financial goals.

Serendipity Capital

Tel Aviv, Israel

oded@serendipitycap.com


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