Serendipity Capital
Strategic financial advisory for M&A, growth and capital raising
Serving companies, business owners and investors in M&A, capital raising and credit optimization — with a personal, discreet and experience-based approach.
001
M&A Advisory
Strategic mergers, acquisitions and exits for controlling shareholders and mid-market companies.
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002
Credit Optimization
Capital structure, debt recycling and banking terms not on the table.
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003
Capital Raising
Fundraising support for growth companies, including defense and dual-use technology.
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004
Global Network
Direct connections to funds, banks and private investors in London, New York and Singapore.
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Boutique firm.
Partner-led.
Globally connected.
Serendipity Capital is a leading boutique firm for strategic financial advisory, specializing in three core disciplines: Mergers & Acquisitions (M&A), credit advisory and optimization, and capital raising.
We accompany Israeli companies, corporations, and financial institutions through critical decision points — combining deep business understanding, rich financial experience, and a track record of execution. Unlike larger firms, the experience and relationships of our senior partners are at the client's side from the very first meeting through closing.
I
End-to-end experience — from strategy formulation through complex negotiations.
II
Mastery of advanced capital instruments, tailored to the company's needs.
III
Focus on financial efficiency — reducing fees, rates, and collateral burden.
IV
Discretion and professionalism — guarding shareholder interests at every step.
N° 002 · PORTRAIT FRAME
PARTNERS · BY APPOINTMENT
Three core disciplines.
One method.
Every engagement starts with a deep diagnosis of the starting point — the capital, the debt, the opportunity, and the constraints — before any action is recommended.
001
Credit Advisory
& Optimization
Strategic financing — building the right debt structure that gives the business breathing room and operational flexibility, with hands-on accompaniment across the banking and non-bank systems.
- Debt RecyclingRefinancing
- Capital StructureCap Structure
- Corporate CreditDirect Lending
- Interest Rate HedgingHedging
Credit Advisory
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002
Mergers & Acquisitions
(M&A)
Advising owners on succession, breaking growth ceilings, and bringing in professional management — and matching the right buyer to the right business, on both sides of the table.
- Sell-SideExit Mandates
- Buy-SideAcquisitions
- ValuationBusiness Valuation
- Due DiligenceProcess Management
Mergers & Acquisitions
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003
Capital Raising
& Growth Finance
Building tailored capital strategies, creating healthy competition between investors, and connecting to a global network of PE/VC funds and investors — with deep familiarity in the U.S. capital markets.
- EquityPrivate Placement
- Defense-TechStrategic Capital
- Convertible DebtHybrid Instruments
- IPO PreparationPre-IPO
Capital Raising
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Deep sector expertise,
precisely focused.
We decline mandates outside our core sectors. Depth always wins over breadth.
01
Defense / Dual-Use
Defense & Defense Technologies
M&A for traditional defense players and capital raising for defense-tech companies, with deep familiarity in the sector.
02
Industrial
Industry & Manufacturing
Multi-generational family businesses through to PE-fund transactions, in Israel and abroad.
03
Medical & HealthTech
Medical Devices
Advising Israeli importers, distributors, and growth-stage startups — both sell-side and buy-side.
04
Real Estate
Real Estate & Infrastructure
Debt and equity raises for large-scale projects, improving bank financing terms, and releasing personal guarantees.
05
Logistics
Logistics & Distribution
Market consolidation, flexible debt structures for asset-heavy operations, and M&A with strategic partners.
06
Retail & Consumer
Food & Retail
Advising producers, importers, and leading food brands on M&A and corporate credit transactions.
04 — Transactions
SELECTED TRANSACTIONS
Selected transactions.
Most — under strict discretion.
At the request of most of our clients, transaction details are not published. A short, approved selection below.
* Figures rounded. Client names published with approval only.
Our process —
precise, deliberate.
Diagnose deeply and tailor every move — a four-step playbook that adapts to credit, M&A, and capital-raising mandates alike.
PHASE I
01
Analysis
Financial Diagnosis
Deep analysis of company activity, financial statements, and growth plans — identifying opportunities and constraints from the outset.
PHASE II
02
Strategy
Strategy Formulation
Building the right action plan — who's the right counterparty (lender or investor), timing, and the optimal deal structure.
PHASE III
03
Negotiation
Process & Tender
Writing a professional ask, or preparing investor-grade materials — and running a competitive tender against multiple parties to create real leverage.
PHASE IV
04
Execution
Negotiation & Closing
Direct negotiation, “war-room” coordination with attorneys, accountants and tax advisors, and engagement-leading from LOI and due diligence through final closing.
06 - THE EDGE
Why Us
Capital markets language,
banking system experience.
We don't get a loan — we engineer it. Our team trained inside commercial and investment banks, giving us the language, the relationships, and the positioning to maximize every transaction.
01
Banking Origin
We speak banking. Our team trained inside commercial and investment banks, allowing us to negotiate at the same level as lenders.
02
Scale Advantage
We represent multiple clients simultaneously, giving each client access to deal structures and pricing reserved for larger transactions.
03
Competitive Tension
We create structured competition between lenders and investors, ensuring our clients receive optimal terms, not just available ones.
04
Global Network
Deep relationships with banks, family offices, institutional investors, and strategic partners across Israel, Europe, and North America.
05
Partner at Every Stage
Senior partners are personally involved from term sheet to closing. You always work with decision-makers, not junior staff.
06
War Room
When a deal demands it, we operate at full intensity: daily lender communication, real-time negotiation, and relentless execution until closing.
The team behind
every transaction.
Senior partner involvement on every engagement — no junior staff, no business-development intermediaries. Full responsibility, in person, from first meeting to closing.
Oded Lipshitz
Founder & Managing Partner
Formerly at Fidelity Investments and Choate Investment Advisors. MBA Finance (Cornell), BA Economics (Bar-Ilan, Cum Laude).
Moshe Lahmani
Senior Advisor, Real Estate & Infrastructure
30+ years experience. Former Chairman & CEO of Shikun & Binui; Deputy CEO/CFO of Arison Holdings. CPA, BA Accounting/Economics.
Yehuda Ovadia
Senior Credit & Economic Advisor
20+ years in banking. Led corporate credit at FIBI Bank. BA/MA Economics (Bar-Ilan, with honors).
Ido Agmon
Senior Advisor, Life Sciences
20+ years in life sciences and technology. Co-Founder, Aviv Bio-Invest; CEO, Meytav Technology Incubator. BA Life Sciences (Tel Aviv), MBA (Hebrew University).
Moshe Aharon
Senior Advisor, Non-Dilutive Capital
Expert in Israeli government grants and R&D incentives. Background at IAI. Engineer, MBA (Bar-Ilan).
08 — Contact
Discreet Inquiry
Let's talk about
your next move.
Significant financial decisions — whether restructuring credit, raising growth capital, or selling the business you've built — deserve a partner who understands not only the numbers, but the people and the processes behind them.
→ +972 3 555 0000
By Appointment
•
Tel Aviv
•
Mon — Thu
•
Strict NDA
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