Our team of industry –leading professionals will guide and advise you on employee benefit schemes and complex M&A transactions.
We have a proven track record in management and operations and have advised hundreds of private, public and international companies on M&A and equity compensation transactions
Our dedication and commitment to quality is at the heart of everything we do. We work on a one – stop shop basis and assign each client a personal client relations manager to provide ongoing support and advice through the process
We are a subsidiary of I.B.I. Investment House and as such we have access to the full range of services and solutions that our parent offers.
Our clients benefit from a individualized and creative approach designed to find the right solution for them.
A unique best – in class options and equity benefits management platform, enabling company managers and employees to check the status of their schemes online and perform actions.
Services to private companies:
Services to public companies:
International companies frequently engage foreign brokers to manage their employee incentive schemes. In cases like these the tax regulations in Israel allow for the formation of a ‘supervising trustee’ arrangement enabling the company to make benefit awards to employees under article 102 of the Income Tax Ordinance without such assets having to be held in escrow by a local trustee.
Services to international companies:
Paying Agent services
Our escrow services comply with the requirements of the Securities Law 5728 - 1968:
Bond issuance and credit facilities
Discrete asset holding services
I.B.I. Capital offers discrete holding services to clients holding cash, securities and other assets who wish to keep their ownership confidential.
The I.B.I. Capital name is loaned for this purpose and we are formally registered with the relevant public agencies (Registrar of Companies, Land Registry) as the owner of the assets and of the account in which they are deposit. We stress, however, that we are required by law to disclose the identities of such clients the Tax Authority and to the Israel Money Laundering and Terror Financing Prohibition Authority.
In December 2015 an amendment to the legislation was passed that reset the limits on securities trading by individuals.
Under this change, public platforms, other than market places, now give the general public the opportunity to invest directly in small and mid – sized businesses and projects, entities that were hitherto funded solely by banks and private equity.
The amendment builds on the recent growth in popularity of crowd funding and promotes investment in local industry by removing the barriers that were there before.
Poalim I.B.I. and Headstart have come together in a strategic partnership to launch a venture that marks the next phase in crowd funding – Fundit .
Fundit is a share dealing platform that brings together investors and entrepreneurs ensuring maximum exposure and visibility and minimal mediation. We bring together Headstart's knowledge and track record in crowdfunding and Poalim I.B.I.'s expertise in the financial markets.
A fair deal for everyone ? – absolutely!
Fundit is a P2P platform that represents a win – win situation for both the public and for ventures seeking capital.
Interested in investing? – Now anyone can invest directly in businesses and projects that were hitherto restricted to private equity. Retail investors buying shares through Fundit have access to professional input from investors with differing perspectives from a broad spectrum of professional backgrounds. This forum assesses the investment proposition and provides feedback on the Fundit platform, thus reducing the risk involved therein – if the proposition is considered 'unsafe' the transaction will not go ahead and the investor will not risk losing his capital.
Thinking of starting your own business? - Entrepreneurs no longer have to rely solely on the capital market and a single corporate investor with a controlling interest in their business. Instead they can raise capital from a broad range of investors interested in helping their ideas reach fruition.
How it works?
IBI Capital provides a unique service design to automate the process of new allocations to the company’s beneficiaries worldwide.
Tal joined I.B.I. in 2010 and held a series of management roles before being taking up his current position as Chief Executive of IBI Capital. He brings extensive financial market experience covering areas such as portfolio and fund management, research and equity trading.
Tal has BA degree in Economics and an MBA, both from Tel Aviv University in addition to holding an investment portfolio management certificate from the Israel Securities Authority.
Tzvika is the founding partner of 102 Trust which recently merged with I.B.I. Capital. A veteran of the capital market with hands – on experience in advising M&A transactions and employee benefit plan design, he oversees all aspects of the professional administration of trusts including taxation, AML and general regulatory compliance. Before founding 102 Trust Tzvika held a senior role at the Israel Tax Authority where he was responsible for capital market regulation and employee benefits. He then went on to work at the law firm Herzog Fox & Neeman where he served as an associate with the firm's Tax practice.
In addition to founding 102 Trust, Tzvika has acted as adviser to the government on tax legislation and has also advised the banks sector on capital market - related issues. He also serves as board chairman at the independent supermarket chain AB Victory.
Tzvika is also a certified public accountant. He holds a BA in Accounting and Economics from Haifa University, an MBA from Tel Aviv University and earned his LL.B. from the Ono Academic College.
Yaniv Erlich joined IBI as a Partner (Director), in IBI Capital dealing with a wide variety of trusts, including applicable tax and compliance aspects. Yaniv joins from GKH law offices, where he was the partner leading the Tax Department, specializing in advice to clients on a wide range of complex domestic and international tax issues including cross border transactions, transfer pricing, trusts, equity incentives and disputes with the Israeli tax authorities.
Yaniv is a member in the Israeli Bar Association since 2006 holding a first degree (L.L.B), and an M.B.A (both with honors) from the College of Management and also holds a Post Graduate Diploma in Accountancy.
Daniel brings 13 years' experience in trustee services and database management for companies that have equity – based compensation schemes for their employees. During this time he has advised and supported hundreds of companies in addition to having overseen the operations management in some of the largest mergers and acquisitions ever to have been concluded in Israel.
Before joining IBI Daniel worked at the top two trustee service companies in Israel (ESOP and Meitav Benefits) where he played an instrumental role in setting up and running the operational support for their services.
Daniel is responsible for the management of the operations interface with clients from product offering definition, supervision and implementation to database design and operation. His duties include the characterization and embedding of program management systems, delivering best practice in work procedures, and handling dealings with industry regulators, stock exchange members, brokers and dealing rooms.
Daniel graduated from the College of Management & Academic Studies in Rishon LeZion with an MBA.
Inbar has over 8 years' experience in trustee administration of equity compensation schemes. During this time she focused in particular on taxation issues and her recommendations have since been adopted and implemented by both privately – held and public Israeli and foreign companies. She has also advised many M&A transactions. Inbar is in charge of regulatory affairs at I.B.I. Capital, a role in which she ensures trust administration services comply with article 102 of the Income Tax Ordinance and other taxation requirements.
Inbar also provides professional support for the full range of I.B.I. Capital services, including paying trustee and escrow management.
Inbar was admitted to the Israel Bar in 2006 and earned her LL.B. from the College of Management & Academic Studies in Rishon LeZion.
Ronen has over four years' experience of trust and database management for equity award schemes. He manages the IBI trust services unit, IBI Trusts (2004), a role in which he oversees the trustee services IBI provides to private and public companies under section 102 of the Income Tax Ordinance. He also oversees additional services that the unit provides such as paying agent and escrow agent. Ronen has an LL.B. in Law and a BA degree in Business Administration including an undergraduate specialization in finance from the Herzilya Interdisciplinary Center and was admitted to the bar in Israel in 2010.
Anat has over 17 years' experience of running equity compensation schemes. She is in charge of the IBI Capital back office which oversees the operation of employee benefit schemes at Israeli and international private companies and public companies listed on markets worldwide. She also oversees the handling of M&A transactions, in addition to delivering best practice in work procedures, and handling dealings with industry regulators, stock exchange members, brokers and dealing rooms.
Zivan has 9 years capital markets' experience and was appointed to her current position four years ago.
Zivan earned a BA degree with distinction in Economics and Finance from the College of Management & Academic Studies in Rishon LeZion where she majored in finance, insurance and IT.
Asaf began his career four years ago at Tamir Fishman where he joined the company's options and employee benefit scheme management unit. Before that he worked at Mizrahi – Tefahot Bank for two years. In his current role as team leader he oversees the management of benefit plans for some of the top private and public companies in Israel and overseas, in addition to advising on mergers, acquisitions, and share offerings. He also sits on the board of directors of the Tamir Fishman mutual fund management unit.
Asaf graduated from Bar Ian University with a BA degree in logistics.
Kobi brings over ten years' experience in employee benefit plan management. In his role as Senior Client Services Manager he works with both private companies and public companies listed on markets in Israel, the US and Europe. Kobi graduated from the College of Management & Academic Studies in Rishon LeZion with a BA in Economics and holds a MBA from the Ono Academic College.
Elizabeth has three years' experience of providing trustee services under Section 102 of the Income Tax Ordinance to public and private companies in Israel and overseas. She holds a Dual First Degree in Law and Economics from the College of Management & Academic Studies in Rishon LeZion and was admitted to the bar in Israel in 2014.
Olga has been providing advice to clients on issues relating to corporate and commercial law for a decade. During the past two years she has been responsible for trust services at Tamir Fishman a role in which she has overseen the trustee services to private and public companies under section 102 of the Income Tax Ordinance.
Olga earned her LL.B. degree from Tel Aviv University and was admitted to the bar in Israel in 2006.
Dana has over six years' experience of trust and database management for equity award schemes. A highly skilled team manager, Dana has handled accounts for some of the top international public and private companies worldwide and has provided the full range of corporate services, from employee benefit scheme implementation and work process design and development to advising clients on M&A transactions and structural changes.
Dana earned a BA degree in Economics and Business Administration from Bar Ilan University.
Ben has extensive experience in share dealing and client services. He also brings a proven track record in team management and organized the client services and share dealing department at IBI Capital following the merger with Tamir Fishman.
Ben has a BA degree in Economics, including an undergraduate specialization in finance, IT systems and insurance, from the College of Management & Academic Studies in Rishon LeZion.
Yael has three years' experience in client management for private and public companies. She has an LL.B. in Law and a BA degree in Government from the Herzilya Interdisciplinary Center and was admitted to the bar in Israel in 2015.
Shai is responsible for the development and maintenance of the firm's information system applications. He previously worked at Elbit Systems where he specialized in electronic warfare system development and simulation and before that he worked at mPrest Systems where he focused on the development of C4I applications. Shai holds a B.Sc. in Applied Mathematics from Bar Ilan University.
Shani has over six years' experience of employee option plan administration, including a four - year spell as team leader managing employee option plans for some of the top private and public companies in the global market. She also has hands - on experience in M&A transactions.
Shani holds a BA degree in Economics and Management from the Open University in Israel.
Noa handles various administrative tasks for the firm, from organizing staff and board meetings and managing the company calendar to scheduling meetings with other key functions, arranging the engagements diary for senior management, liaising with other group companies and taking and logging payments.
Ohad has four years' experience of managing employee share dealing and options schemes during which time he has managed accounts for dozens of public and private companies. He graduated from Bar Ilan University with a BA degree in Economics and Business Administration.
Ehud is a member of the IBI Capital development team. Prior to joining IBI he focused on sales and marketing in the tourism industry and his most recent role was assistant manager at the Shizen Spa Resort in Herzilya. Ehud holds a B.Sc. in Computer Science from the Academic College of Tel Aviv - Yaffo.
Eli has two years' experience of employee benefit administration under Section 102 of the Income Tax Ordinance. In his current role at IBI Capital he focuses in particular on data base management for leading companies in both the private and public sectors in Israel and advises clients on the day – to – day running of their respective benefit plans.
Eli has a BA degree in Business Administration from the Ono Academic College.
Daniel originally worked in the IBI Group's underwriting unit, Poalim IBI Underwriting & Issuing. In her current role as client manager in the IBI Capital M&A team, she handles mergers and acquisitions and alternative trusts.
Daniel holds a BA degree in psychology, including an undergraduate specialization in organizational psychology, from the Herzilya Interdisciplinary Center.
Adva is a highly experienced securities trader and brings has hands – on knowledge of client relations management and share dealing on the Tel Aviv Stock Exchange.
Maayan started her career seven years ago at Tamir Fishman where she worked as a client manager, a role in which she also advised clients on mergers and acquisitions, public offerings and buyouts. She has a BA degree in Business Administration, including an undergraduate specialization in finance from the College of Management & Academic Studies in Rishon LeZion.
Julia has a master's degree in Economics and Management and has experience in back office management of employee option plans.
Yaniv brings over twelve years' experience in the financial markets during which time he has focused on areas ranging from employee compensation to trust administration and database management, in addition to working as a foreign currency trader. He graduated from the College of Management & Academic Studies in Rishon LeZion with a BA degree in Economics and Management and also completed an undergraduate specialization in finance and information systems.
Nigi has over four years' experience of back office administration and operation of employee option plans, a capacity in which she also handled dealings with local and overseas banks and brokers. She has a BA degree in Accounting from the College of Law and Business in Ramat Gan.
Sagiv is an experienced securities trader and has expertise in share dealing on the Tel Aviv Stock Exchange. He holds BA degree in Business Management from the Herzilya Interdisciplinary Center.
Li has two years' experience in the financial markets and began her career at Tamir Fishman where she worked as a trader and client services associate. In her current role Li manages accounts in employee options and compensation for the market's top companies. Li earned a BA degree in Economics and Business Management including an undergraduate specialization in finance from Ariel University.
Narmin has hands - on knowledge of employee option plan management in addition to being a highly experienced securities trader. She holds BA degree in Economics and Business Administration from Tel Aviv University.
Liat manages accounts for both private and public client companies. She earned a BA degree in Business Administration including an undergraduate specialization in accounting from the Peres Academic Center.
Adi has two years' experience in employee option plan administration and was previously a manager in the firm's client share dealing and services department. He has a bachelor's degree in economics and business management.
Liat has a BA degree in business management in addition to earning a qualification in marketing and advertising. She began her career in the financial services industry at Tamir Fishman where she was part of the team supporting employee compensation and options incentive plans. In her current role Liat is account manager with responsibility for the design and implementation of employee benefit plans (options and equity) for client companies. In this role she focuses in particular on data base management for leading companies in both the private and public sectors in Israel.
Amichai brings extensive experience in client management for Israeli and international private and public companies. He spent seven years in a variety of service and management roles in the provident and pension fund industry. Amichai has a BA degree in Economics and Business Administration including an undergraduate specialization in marketing from Ariel University.
Michael brings hands - on experience in dealing in Israeli and foreign securities and advising clients on taxation, trading and other relevant issues. He earned a BA degree in Economics from Ariel University where he also completed an undergraduate course in property valuation.
Alona brings over five years' experience in managing the back office side of employee option plans, during which time she has worked extensively with stock exchange members and brokers throughout the world. She graduated from Bar Ilan University with a first class degree in Economics and Human Resource Management.
Michal joined IBI Capital in 2018 and is a client manager working with both private and public companies. She has four years' experience in the financial markets and has held a number of roles in employee benefit and trust administration and data base management. Michal holds a first - class degree in Economics and Business Administration including an undergraduate specialization in capital markets from the Academic College of Tel Aviv - Yaffo.
Daniel has worked in a number of different roles in finance management and operations. He has over three years' experience of securities dealing on NASDAQ and has been a client manager for public and private companies for over a year.
Daniel graduated from Ariel University with a BA degree in Economics and Business Administration.
Bentzi is an experience manager with 13 years' management experience in employee benefits, portfolio and database management, which he gained in senior management roles at a number of leading Israeli and international privately – held and public companies.
An Israel Securities Authority – licensed portfolio manager, Bentzi holds a BA degree in Economics and Management from the Academic College of Tel Aviv – Jaffa.
Peretz has over 9 years' experience in equity trading and employee options management. Before joining I.B.I. he worked as client manager at a number of public and also privately – held companies, where his duties also included advising on the companies' flotation and subsequent share offerings on overseas markets and business relationships with Israeli and overseas stakeholders.
Harel worked as broker for 4 years, during which he gained extensive dealing experience with markets worldwide in a broad range of asset classes including Israeli and foreign securities, warrants and overseas bonds. He joined IBI as client manager two years ago.
Harel earned a BA degree in Economics and Finance from the College of Management & Academic Studies in Rishon LeZion where he majored in finance, insurance and IT.
Victoria has four years' experience in funding transaction operations, bond issuance, regulatory requirements and AML compliance. In her current role at IBI Capital Victoria oversees the back office operations and management of employee option awards, working opposite stock exchange members brokers worldwide.
Victoria holds a BA degree in Economics from Tel Aviv University.