Name

Periscope

Legal name

Periscope

Website

https://periscope-inv.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

M&A Advisory and Business Brokerage

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• M&A advisory services
• Business brokerage
• Company valuation services
• Investor recruitment
• Business sale advisory

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, Marketing or Sales, Technology or R&D

Revenue model

1. M&A Advisory and Business Brokerage Fees: Periscope generates revenue by providing M&A advisory services to business owners selling companies, facilitating mergers, and connecting buyers with sellers. The firm guides clients through the entire deal process including valuation, buyer identification, negotiation, due diligence, and closing. Revenue appears to be earned upon successful completion of transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Periscope is a boutique M&A advisory and business brokerage firm that accompanies and represents owners of companies, family businesses, and private businesses in Israel through the full process of selling, merging, or recapitalizing their businesses. The firm delivers a unified suite of professional services spanning company valuation, buyer and investor identification, negotiation, due diligence, and legal coordination through closing. Its offering is entirely service-based and centered on guiding business owners from an initial free valuation through a successful transaction close.

Product overview

Periscope is a boutique M&A advisory firm founded in 2006, offering a unified suite of professional services centered on mergers, acquisitions, and business sales. Its core portfolio consists of five interconnected advisory offerings: Company Sale Services (מכירת חברה), Business Valuation (הערכת שווי), M&A Advisory (מיזוגים ורכישות), Investor Recruitment (גיוס משקיעים), and Income-Producing Business Advisory (עסקים מניבים). The firm does not offer a software product or SaaS platform — its offering is entirely service-based, leveraging expert analyst, economist, and CPA teams to guide business owners and investors through deal structuring, valuation, buyer/investor sourcing, negotiation, and closing.

Differentiator

Problem solved

Functional benefit

Products and services

• Company Sale Services (מכירת חברה) Advisory and brokerage services guiding Israeli business owners through the full process of selling an active company, from initial valuation and buyer identification through due diligence, negotiation, and closing.
• Business Valuation Services (הערכת שווי) Professional business valuation combining operational and financial analysis to determine market value and identify value drivers, using a method that accounts for buyer ROI and synergy-based value add. Offered as a free initial valuation for prospective clients.
• Mergers & Acquisitions Advisory (מיזוגים ורכישות) End-to-end M&A advisory for Israeli business owners and investors, including strategic alignment assessment, deal structuring, due diligence support, and closing coordination for acquiring or merging active companies.
• Investor Recruitment (גיוס משקיעים) Connecting Israeli companies seeking growth capital with private investors, PE funds, family office funds, and strategic corporate investors for partial or full equity financing rounds.
• Income-Producing Business Advisory (עסקים מניבים) Identification and advisory services for Israeli investors seeking to acquire or partner in active companies generating regular income through profits, dividends, or interest.

Named customers9 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core.

• Ramnoa GroupcoreStrategic or Co-development PartnerRamnoa Group acquired ETI (Eti Dental Industries) with Periscope leading, representing, and accompanying both sellers and buyers throughout the entire transaction. Ramnoa Group, established in 1979, is a veteran and pioneering group in its fields with activities in recycling, agriculture, and medical divisions.
• Shtiley HarcoreStrategic or Co-development PartnerShtiley Har acquired Super Lang with Periscope accompanying the transaction from analysis through closing. Shtiley Har, established in 2001 by partners with decades of experience in gardening and landscaping, operates a large professional garden center serving both private and professional gardeners.
• Sagitta Engineering SolutionscoreStrategic or Co-development PartnerSagitta, led by CEO Didi Hanoch, acquired Didi Mechanics with Periscope identifying investors and leading the parties through completion. Sagitta designs and manufactures machines for optimizing fiber and optical connector production processes for optical communication networks and medical purposes.
• Ducart Group (Kibbutz Kfar Sava)coreStrategic or Co-development PartnerDucart Group acquired Lahovitz Ipof with Periscope preparing the company for sale, analysis, valuation, negotiation, and closing. Ducart Group leads the cardboard packaging industry in Israel, specializing in design, development and high-quality offset printing of cardboard packaging.
• Kastfot Hatzor GroupcoreStrategic or Co-development PartnerKastfot Hatzor Group acquired Bariach Safes with Periscope performing preparation, analysis, valuation, representation and accompanying the parties. The group, owned by Yehuda Chai and Kibbutz Hatzor, manufactures, markets and services safes of all types for home and business.
• Haargaz GroupcoreStrategic or Co-development PartnerHaargaz Group acquired Unique Air Systems with Periscope accompanying the transaction. Haargaz Group, managed by Hagai Shlom, is an established leading group in bus manufacturing, retail chains and auto parts production.

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Lincoln International: Global boutique investment bank focused on mid-market M&A advisory, valuations, and special situations. Comparable boutique M&A advisory model targeting family-owned and mid-market businesses, although at substantially larger scale and with cross-border reach Periscope lacks.
• Rosario Capital: Israeli boutique investment bank providing M&A advisory and corporate finance services to mid-market and growth-stage Israeli companies. Directly comparable in deal size, target customer (Israeli owner-founders), and service offerings.
• Leader Capital Markets: Israeli boutique investment bank focused on mid-market M&A, capital raising, and strategic advisory. Competes directly with Periscope for Israeli family-business sell-side mandates and offers overlapping valuation and deal-execution services.
• IBI Investment House: Israeli investment house providing corporate finance, M&A advisory, and capital markets services to Israeli mid-market and growth companies. Comparable boutique investment-house positioning targeting similar founder/family-business clientele for sale mandates.
• Stout: Global advisory firm specializing in M&A, valuation, and investment banking for middle-market companies. Comparable boutique advisory positioning and mid-market focus; competes in the same family-business succession and business-sale space as Periscope.
• Clearwater International (formerly Giza Singer Even): Israeli-headquartered boutique M&A advisory firm (Giza Singer Even rebranded into the Clearwater global network) serving mid-market sell-side and buy-side mandates across Israel. Directly comparable to Periscope in customer profile (Israeli family-owned and mid-market businesses) and service scope (valuation, buyer identification, deal execution).

Broad incumbents

• Poalim Capital Markets: Investment banking arm of Bank Hapoalim, Israel's largest bank, offering M&A advisory, capital raising, and strategic transactions to Israeli corporates and mid-market companies. Comparable in M&A advisory focus but with broader product suite, larger team, and balance-sheet backing that Periscope lacks.
• Discount Capital Markets: Investment banking arm of Israel Discount Bank offering M&A advisory, equity capital markets, and corporate finance services. Comparable in serving Israeli mid-market and family-owned clients but with the resources, balance-sheet, and international network of a major banking group.
• KPMG Israel Transaction Services: Big 4 firm in Israel with transaction advisory, deal advisory, and M&A consulting practices serving Israeli mid-market and large-cap corporates. Overlaps with Periscope on M&A advisory and due diligence but at typically larger deal sizes and with deeper institutional infrastructure.
• EY Israel Transaction Advisory Services: Big 4 firm offering transaction diligence, M&A advisory, and corporate finance services to Israeli corporates, PE firms, and family-owned businesses. Comparable in M&A focus but with significantly broader capabilities, international network, and larger engagement teams.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/periscope-investments-business-development-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Periscope