IBI Investment House Ltd.

Overview

Established in 1971, IBI Investment House Ltd. is a prominent Israeli financial services firm specializing in various aspects of the capital markets. The company offers a comprehensive suite of services, including investment portfolio management, mutual funds, hedge funds, and alternative investment funds in areas such as real estate and credit. Through its brokerage division, IBI provides independent trading services on global exchanges via advanced platforms. Its capital services division delivers solutions for corporations, including the management of equity-based employee benefit plans, trust and escrow services for M&A transactions, and company valuations. IBI's investment strategy encompasses a diverse range of asset classes, focusing on fixed income, private equity, real estate, and venture capital. The firm engages in investments across multiple stages, from early-stage ventures to buyouts and distressed assets. Geographically, IBI has a broad focus, with investments spanning Israel, the United States, the United Kingdom, Spain, and several other European countries. The firm's industry focus is equally diverse, covering sectors such as financial services, real estate, technology, healthcare, and consumer goods. With approximately $2.63 billion in assets under management, IBI Investment House Ltd. has a proven track record of providing specialized financial solutions to a wide range of clients, including private individuals, institutional investors, and corporations. The company's commitment to innovation and client-centric services has solidified its position as a leading player in the Israeli financial sector.

Investment Focus

• Targeted transaction sizes between $5 million and $30 million
• Focus on income-generating real estate
• Interest in senior loans, special situation acquisitions, 1031 exchanges, and other recapitalization strategies

Portfolio Companies