Rosario Capital LTD

What Rosario Capital LTD does

Rosario Capital LTD is a Tel Aviv-based investment banking firm founded in 2003 that provides underwriting, capital raising, mergers and acquisitions advisory, and financial research services to large Israeli enterprises and institutional investors. The firm operates as the official capital markets arm of Mizrahi-Tefahot Bank (Israel's third largest bank), managing all of the bank's capital market offerings, and serves as the exclusive Israeli representative of Oaklins, a global financial advisory network spanning 45 countries with over 850 professionals. Over its 20-year history, Rosario Capital has facilitated client offerings exceeding 100 billion ILS (approximately USD 40 billion) across sectors including real estate, biomed, energy, telecommunications, and financial services.

The firm's core products are organized around three integrated service lines: capital raising and underwriting (public offerings, private placements, block trades, bond issuances), M&A advisory (sell-side and buy-side mandates, valuation, deal structuring through the Oaklins network), and research and analytics (sector analysis, credit rating advisory, financial modeling). Supporting offerings include commercial paper distribution, brokerage services using independent nostro sources, credit rating advisory leveraging expertise from Midroog's co-founder, and specialized BioMed sector fundraising. The firm is structured for full-transaction lifecycle execution from initial brainstorming through closing.

Rosario Capital generates revenue primarily through transaction fees on underwriting and M&A mandates, plus professional services fees for research and analytics. Distribution operates through direct enterprise sales targeting large Israeli corporates, an institutional investor network served by a daily report newsletter, and the Oaklins international network for cross-border M&A. The firm employs 11-50 professionals including senior executives with 20+ years capital markets experience from leading Israeli institutions. A wholly-owned subsidiary, Rosario Private Capital, operates under the corporate umbrella with its own CEO, extending the firm's private capital and investment activities.

Name

Rosario Capital LTD

Legal name

Rosario Capital Ltd. (רוסאריו קפיטל בע"מ)

Website

https://rosario-capital.co.il

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Rosario Capital is a Tel Aviv-based investment banking firm providing underwriting, capital raising, M&A advisory, and research services to large Israeli enterprises and institutional investors, operating as the capital markets arm of Mizrahi-Tefahot Bank and exclusive Israeli representative of Oaklins global network.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)

SIC

Miscellaneous Business Credit Institution (6159)

akta.pro primary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Debt Capital Raising Intermediation (Private Debt/Mezzanine/Bonds) (FSAEALAM), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Investment banking services
• Capital raising advisory
• Securities underwriting
• Mergers acquisitions advisory
• Financial research analytics

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Underwriting & Capital Raising: Fees earned from underwriting public and private offerings, including bond issuances, equity offerings, and structured financial instruments. The firm is regularly ranked among Israel's leading underwriters.
2. M&A Advisory: Advisory fees from mergers and acquisitions transactions, including sell-side and buy-side mandates, valuation services, and deal structuring through Oaklins international network.
3. Research & Analytics: Research services supporting capital raising and M&A activities, including financial analysis, credit rating advisory, and market research across sectors.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Rosario Capital LTD is an Israeli investment banking firm founded in 2003 that serves as the capital markets arm of Mizrahi-Tefahot Bank. The company provides equity and debt underwriting, capital raising, mergers and acquisitions advisory, financial research, commercial papers distribution, credit rating advisory, and brokerage services to Israeli corporations and institutional investors. It is also the exclusive Israeli representative of the Oaklins global M&A advisory network.

Product overview

Rosario Capital is an investment banking firm offering a unified suite of capital markets services centered on three core offerings: capital raising/underwriting, mergers & acquisitions advisory, and research & analytics. The company operates as the exclusive Israeli representative of Oaklins (global M&A network) and the capital markets arm of Mizrahi-Tefahot Bank. Supporting services include commercial paper distribution, credit rating advisory, brokerage, and BioMed sector specialization. The portfolio is structured around integrated advisory rather than modular product architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising and Underwriting Services
• Mergers and Acquisitions Advisory
• Financial Research and Analytics
• Commercial Papers Distribution
• Credit Rating Advisory
• Brokerage Services
• BioMed Sector Fundraising

Quantifiable outcome

• Over 100 billion shekels (approximately USD 40 billion) raised for clients over 15 years
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• OaklinscoreStrategic or Co-development PartnerExclusive Israeli representative of Oaklins, a global financial advisory firm specializing in M&A, growth equity, ECM, debt advisory, and corporate finance. Oaklins operates in 45 countries with over 850 professionals. In 2021, Oaklins advised on 463 transactions totaling approximately $33 billion. The partnership provides Rosario Capital with international reach for cross-border M&A deals.
• Mizrahi-Tefahot BankcoreStrategic or Co-development PartnerOfficial capital markets arm of Mizrahi-Tefahot Bank, Israel's third largest bank and fastest-growing bank for the past 12 years. Rosario Capital has managed all of the bank's capital market offerings totaling billions of dollars in transactions since 2010. The partnership provides deep market access and institutional backing.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Poalim Capital Markets (Bank Hapoalim Investment Banking): Direct Israeli competitor — investment banking and capital markets arm of Bank Hapoalim, Israel's largest bank. Offers underwriting, M&A advisory, and capital raising services across Israeli institutional clients, competing head-to-head with Rosario for Israeli corporate finance mandates.
• Leumi Partners: Direct Israeli competitor — investment banking and capital markets arm of Bank Leumi, one of Israel's largest banks. Provides M&A advisory, underwriting, and capital raising for Israeli corporates, with comparable sector coverage and client base to Rosario Capital.
• Discount Investment Bank (Discount Capital Markets): Direct Israeli competitor — investment banking subsidiary of Israel Discount Bank. Offers underwriting, advisory, and capital markets services to Israeli corporates, positioning as a peer in the domestic underwriting league tables where Rosario is also ranked.
• Leader Capital Markets: Direct Israeli peer — investment banking and brokerage firm where Rosario CEO Lior Pais previously served as Senior Vice President and Deputy CEO Eran Jacoby previously held senior positions. Competes in Israeli underwriting and capital markets with similar client profile.
• Meitav Investment House: Direct Israeli peer — diversified Israeli investment bank with capital markets, underwriting, and brokerage services. Rosario Deputy CEO Eran Jacoby previously served as Senior VP of Research and Technology Analyst at Meitav Dash, illustrating the same talent pool and overlapping client base.
• IBI Investment House: Direct Israeli peer — Israeli investment bank providing corporate finance, underwriting, and advisory services. Rosario team member Yarin Shloush previously managed credit and illiquid debt at IBI, indicating overlapping talent pool and direct competition for Israeli mandates.
• Clal Financial Services (Clal Finance): Direct Israeli peer — investment banking and brokerage arm providing underwriting and advisory services in Israel. Multiple Rosario senior team members previously held senior roles at Clal (Eran Jacoby, Boaz Levi), indicating identical positioning in Israeli underwriting league tables.

Broad incumbents

• Oaklins: Strategic partner and broader incumbent — global M&A advisory firm operating in 45 countries with 850+ professionals. Comparable because it offers the full M&A and capital advisory service stack Rosario delivers, but as a much larger global platform spanning multiple service lines.
• Rothschild & Co: Broader incumbent global investment bank with deep M&A advisory practice. Comparable because it competes with Rosario's M&A advisory business for cross-border and large-cap Israeli transactions, but offers the full suite of global advisory, financing, and wealth management services.
• Jefferies: Broader incumbent global investment bank with strong emerging-markets and Israeli capital markets coverage. Comparable as it competes for Israeli equity and debt capital markets mandates that Rosario would otherwise win, but operates at materially larger scale across multiple geographies and product lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rosario-capital-ltd

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rosario Capital LTD