DIRECT INVESTMENT SYNDICATIONS

Originate and lead
equity syndications

DIRECT INVESTMENT SYNDICATIONS

Originate and lead
equity syndications

OVERVIEW

What we bring to the table

Poalim Equity has uniquely positioned itself as the leading alternative asset, multi-function platform in Israel. We offer a wide range of services, including investing and organizing syndications formed to invest both in single and multiple assets. 



 
Certainty of Execution

CERTAINTY
OF EXECUTION

Lead investor
LEAD   
INVESTOR   
Strong network of Israeli institutional investors

STRONG NETWORK OF ISRAELI INSTITUTIONAL INVESTORS

Expertise in multiple sectors

EXPERTISE IN MULTIPLE SECTORS

INVESTMENTS FOCUS

What we seek

To invest in partnerships and JVs with prominent local partners that offer significant value add capabilities. 

MARKET GROWTH

The Israeli institutional
AUM is constantly
and rapidly growing

~8%
CAGR
institutional AUM
~35%
AUM allocated for alternative investments

Growing allocation for both
direct and fund investments

Growing allocation for both direct and fund investments
Current
2023
~9%
Allocated for PE investments
550 BN$
550 BN$
AUM 2021
Expected
2030
~15%
Allocated for PE investments
550 BN$
900 BN$
AUM 2030



BANK HAPOALIM

We have the back of Israel’s leading financial institution

Bank Hapoalim is Israel’s leading financial institution. Since its founding in 1921, Bank Hapoalim has played a pivotal role in the rapid growth of Israel’s economy. The Bank Group operates in Israel, in all of the various areas of banking and in associated activity in the capital market, through three main units: the Corporate Banking Division, the Retail Banking Division, and the Financial Markets and International Banking Division. The international activity of the Bank Group is primarily conducted through the New York branch, which focuses on providing banking services to business customers.
Total Assets
$184BN
Total Assets
Total deposits
$146BN
Total Deposits
Total credit
$109BN
Net Credit
RANKING
RANKING
Moody’s (A2)
S&P (A)
Fitch (A)
Investment portfolio

Origination and investments in equity syndications

We invest in these JVs alongside prominent global institutional and industry experts.
world map
world map