Major financial decisions require expert guidance to successfully steer the process.
Serendipity Capital advises business owners, entrepreneurs, and corporations on merger and acquisitions, capital raising, and credit advisory—leveraging extensive financial experience, a global network, and the direct involvement of senior partners from the planning stage through closing.
Senior Partner Guidance
Direct involvement of a senior partner from the planning stage through closing
Banking Expertise
Deep familiarity with corporate credit, financing structures, and processes within traditional banking as well as private lenders
Global Network
Strategic investors, investment funds, family offices, and financing institutions
End-to-End Advisory
Management of the entire process—from strategy and materials preparation to negotiation and closing
01 — About
A boutique firm.
Partner involvement.
Comprehensive guidance.
Serendipity Capital is a leading boutique firm specializing in strategic financial advisory across three core areas: Mergers and Acquisitions (M&A), credit advisory, and capital raising.
We guide Israeli companies and business owners through critical decision-making junctures, combining deep business insight, extensive financial experience, and proven execution capabilities. With us, our partners' experience and connections are at the client's side from the first meeting through deal closing.
PARTNERS · BY APPOINTMENT
End-to-end experience — from strategy to managing the complex process
Process control — precise guidance tailored to the company's needs
Financial efficiency — optimization of costs, interest rates, and liens
Professional discretion — safeguarding shareholder interests
02 — Services
Three areas of activity, providing a precise financial solution for every move.
Serendipity Capital supports business owners, entrepreneurs, and corporations across three core areas of activity: mergers and acquisitions, credit advisory, and capital raising.
Mergers and Acquisitions (M&A)
Strategic guidance for M&A: From managing exit processes and leadership transitions in the absence of a successor, to identifying strategic partners for growth and breaking through the "glass ceiling."
Sell-Side
Buy-Side
Deal Structure
Due Diligence
Mergers & Acquisitions
Credit Advisory
Guiding companies in securing credit and financing from traditional banks as well as private lending institutions, utilizing a tailored strategy designed to obtain optimal credit facilities with better terms and lower costs.
Debt Refinancing
Lender Tenders
Fee and Lien Optimization
Removal of Personal Guarantees
Credit Advisory
Capital Raising
Guiding companies and entrepreneurs through growth capital raising, from formulating the fundraising strategy to approaching suitable investors in Israel and abroad.
Equity
Convertible Debt
SAFE Notes
Family Offices / PE / VC
Capital Raising
03 — Sectors
Deep and Precise Sector Expertise
We specialize in sectors where we possess practical experience, deep business insight, and a relevant network.
Industrials
Industrial companies, manufacturing plants, and industrial services.
Defense and Defense Tech
M&A for traditional defense companies; raising capital from domestic and international investors for defense-tech firms.
Services
Import-export, trade, and professional services.
Real Estate & Infrastructure
Infrastructure companies, real estate firms, and project-based ventures.
Logistics
Mergers and acquisitions, capital raising, and credit advisory.
Technology
Secondary transactions, growth capital, and mergers and acquisitions
04 — Select Transactions
Select Transactions.
| Deal Type | Industry | Deal Summary | Deal Size |
|---|---|---|---|
| M&A | Logistics company | Sale of 100% of share capital to a strategic buyer | NIS 120 million |
| M&A | Engineering company | Acquisition of 100% of share capital by a strategic buyer | NIS 43 million |
| Credit Advisory | Holding company | Raising new credit and refinancing existing debt via a tender involving three banks | NIS 35 million |
| Credit Advisory | Real Estate | Advising a kibbutz on securing bank financing | NIS 100 million |
| Capital Raising | Defense-Tech | Capital raise for a robotics company | $2 million |
05 — Our Method
A structured workflow—from initial assessment to deal closing.
Every engagement begins with an in-depth analysis of the company’s status and business needs, followed by a structured process covering strategy, negotiation management, and deal finalization.
01
Analysis
Financial Analysis
Mapping the company’s situation, data, goals, constraints, and opportunities
02
Strategy
Strategy Formulation
Developing a course of action tailored to the objective – whether executing an M&A transaction, securing credit, or raising capital
03
Process
Process Management
Approaching relevant parties, managing negotiations, comparing alternatives, and driving the process forward
04
Closing
Negotiation & Closing
Guiding negotiations, reviewing terms, and finalizing the deal with the relevant party
06 — Why Us
Deep financial expertise that drives results.
We look beyond the immediate transaction to build a sound financial strategy that serves the company both now and in the future
Banking Experience
Speaking the traditional "Banking Language"
Our credit team comes from the traditional banking sector. We draft applications exactly the way credit committees in the banks expect to see them
Scale Advantage
Economies of Scale
We operate within the banking system at significant scale, leveraging bargaining power to secure preferential terms usually unavailable to individual companies
Competitive Tension
Creating Competitive Tension
We manage parallel processes with multiple financing institutions. Healthy competition maximizes deal value and significantly improves terms
Global Network
Global Network
A network of connections with strategic investors, family offices, and PE/VC funds – both in Israel and abroad
Senior Involvement
Partner Involvement at Every Stage
From the initial meeting to deal closing – no junior staff or sales representatives. Full responsibility rests with senior leadership
Hands-on Closing
"War Room" Approach
Full coordination with lawyers, accountants, and tax advisors – from the LOI and due diligence stages through to the final closing
07 — Our Team
Our experience,
Your peace of mind.
Our team brings decades of combined experience from the fields of investment banking, commercial banking, senior management, and entrepreneurship.
Managing Partner
Oded Lipshitz
Oded, the founder of Serendipity Capital, brings over 15 years of experience from leading investment firms on Wall Street and in Israel, specializing in the execution of complex M&A transactions. He provides hands-on, personal guidance to company owners and management teams, overseeing the process from strategic planning through to a successful closing. Leveraging a global network and creative analytical thinking, Oded navigates challenging dynamics to maximize shareholder value. He holds an MBA from Cornell University and a Bachelor’s degree in Economics and Business Administration from Bar-Ilan University.
Senior Executive | Real Estate and Infrastructure
Moshe Lachmani, CPA
Moshe brings with him extensive managerial and financial experience from the upper echelons of the business sector. He previously served as Chairman and CEO of Shikun & Binui, where he oversaw broad global operations across the infrastructure, real estate, energy, and concessions sectors. Prior to that, he served as CFO of Arison Investments and began his career as a senior executive at the global firm KPMG. Moshe specializes in guiding complex investments, financial strategy, and corporate navigation, and serves as a director for various companies and organizations. He holds a bachelor's degree in Accounting and Economics from the University of Haifa.
Senior Consultant | Credit
Yehuda Ovadia
Yehuda brings over 20 years of experience in the banking sector, including a senior role in the Corporate Credit Division of the First International Bank, where he led complex financing and syndication transactions. He specializes in guiding companies through debt-raising processes with banks and institutional entities to maximize financing terms for his clients. Yehuda combines sharp expertise in financial analysis, valuations, and the preparation of economic expert opinions for court proceedings. He holds both a Bachelor’s and a Master’s degree in Economics from Bar-Ilan University, graduating with honors.
Senior Consultant | Life Sciences
Ido Agmon
Ido brings extensive expertise and a proven track record in establishing and managing innovative ventures within the life sciences and technology sectors. He previously served as a founding partner at Aviv Bio-Invest, CEO of the "Meitav" technology incubator, and a board member for several industry companies. As a senior consultant, he advises companies on strategic planning, due diligence, negotiations, and capital raising with global investors and partners. Ido holds a bachelor's degree in Life Sciences and Business Administration from Tel Aviv University and a master's degree in Marketing and Finance from the Hebrew University.
Senior Consultant | Mergers & Acquisitions
Avi Mashal
Avi Possesses extensive experience and deep expertise in financial management, taxation, and budgetary control, as well as in leading business development processes and complex negotiations within the business and real economy sectors.
Avi holds significant corporate and institutional experience in the infrastructure, real estate, and financial sectors—including roles at the Shikun & Binui Group and the accounting firm Steinmetz-Aminach & Co. He holds a Bachelor’s degree in Economics and Accounting from Tel Aviv University.
Senior Consultant | Government Grants
Moshe Aharon
Moshe specializes in formulating non-dilutive funding strategies, uniquely combining deep technological insight with strong business acumen. Leveraging his intimate familiarity with the Israel Innovation Authority, he guides the company’s clients to achieve exceptionally high success rates in securing grants and funding support. His background includes developing and leading strategic projects at Israel Aerospace Industries—experience that provides him with a broad systemic perspective and advanced management capabilities. Moshe holds a Bachelor’s degree in Engineering and a Master’s degree from Bar-Ilan University, and serves as a lecturer and mentor at several leading accelerators in Israel.
09 — Testimonials
Clients share their experiences working with us.
Professional guidance that builds trust and delivers results over the long term.
"We engaged Serendipity Capital for several acquisition deals and complex projects. Their deep market understanding, connections, and creative thinking were instrumental in helping us achieve the best possible results."
Meir Pedarski, CFO
TSG IT Advanced Systems
"Oded is a serious and thorough professional with a solid understanding of business processes and an ability to identify suitable opportunities—a combination of skills that led us to a range of new investment opportunities. Working with him was efficient and pleasant, and I am happy to recommend him."
Michael Bar, Business Development Manager
Tempo
09 — Contact Us
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