Migdal Insurance and Financial Holdings Ltd.

Overview

Migdal Insurance and Financial Holdings Ltd. is a prominent Israeli insurance and financial services group, established in 1934. The company offers a comprehensive suite of products, including life insurance, health insurance, and pension plans, serving approximately 2.5 million private and corporate customers. Migdal's diverse investment portfolio encompasses fixed income securities, private equity, real estate, and venture capital, reflecting its commitment to responsible asset management and financial security for its clients. The company's investment strategy is multifaceted, targeting various stages of business development from seed to pre-IPO, and encompassing buyouts, turnarounds, and distressed assets. Geographically, Migdal's investments span multiple continents, including North America, Europe, Asia, Africa, and Australia, with a particular focus on Israel, the United States, and Europe. The firm has a significant presence in numerous industries, such as technology, healthcare, real estate, financial services, energy, consumer goods, telecommunications, media, transportation, utilities, materials, industrials, consumer services, basic materials, and energy equipment and services. Migdal's financial performance underscores its robust position in the market, with assets under management totaling $59.8 billion and revenues of $9.1 billion as of 2025. The company has demonstrated a strong commitment to environmental, social, and governance (ESG) principles, exemplified by its substantial investments in renewable energy projects. Notably, Migdal has invested up to $175 million in Doral Renewables' Mammoth Solar project in Northwest Indiana, reflecting its dedication to sustainable and impactful investments. This strategic approach positions Migdal as a leading institutional investor with a diverse and global investment footprint, committed to delivering value to its stakeholders while adhering to responsible investment practices.

Investment Focus

• Strong financial performance
• Alignment with ESG principles
• Diversification across asset classes and geographies
• Focus on various industries and investment stages

Portfolio Companies