InFin Capital Ltd.

What InFin Capital Ltd. does

InFin Capital Ltd. is a privately held Israeli financial advisory and underwriting firm headquartered in Herzliya, Israel, founded by Yehonatan Cohen (CEO, formerly CEO of Clal Finance Underwriting) and Yossi Levi (Partner, formerly of KPMG and Clal Finance Underwriting). The firm specializes in managing debt and equity issuances in the Israeli capital market and serves as the principal gateway for US-based issuers — predominantly real estate firms and debt funds — seeking access to Israeli institutional capital (insurance companies, banks, pension funds, and family offices), alongside Israeli corporate issuers requiring ongoing capital markets advisory. The team of five has been involved in over 300 issuances totaling approximately NIS 100 billion (~US$28 billion), of which approximately US$4 billion has been raised for US-based clients.

The firm operates four integrated service lines: Public Issuances (end-to-end bond and equity issuance advisory including portfolio analysis, rating advisory, deal management, roadshow management, and post-issuance investor relations), Private Placement & Fund Representation (placement agent services for US and European funds raising from Israeli institutional investors, accumulating ~US$500 million since 2018), Credit Rating Advisory (covering S&P and Moody's methodologies for approximately 17-20 companies with NIS 10 billion+ debt under coverage, including 5 with AA group rating), and Investment Banking (advisory for private loans and direct equity investments from Israeli institutional and high-net-worth investors). Revenue is generated through transaction-based underwriting and placement fees supplemented by recurring professional services fees from ongoing rating advisory mandates.

The go-to-market motion is relationship-led and consultative: InFin positions itself as an extension of client teams, with no proprietary technology platform, channel-based distribution, or third-party integrations. Distribution is direct, leveraging long-standing relationships with Israeli institutional investors, family offices, high-net-worth individuals, local rating agency affiliates, and top-tier Israeli legal and accounting firms.

Name

InFin Capital Ltd.

Legal name

Infin LTD

Website

https://infin.co.il

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

InFin Capital Ltd. is a Herzliya-based financial advisory and underwriting firm that serves as the lead underwriter and rating advisor for US real estate firms, Israeli corporates, and US/European funds raising capital in the Israeli market across bonds, equity, and private placements.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), All Other Financial Investment Activities (52399)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Debt Advisory & Financing Advisory (FSAEAGAD), Debt Capital Raising Intermediation (Private Debt/Mezzanine/Bonds) (FSAEALAM), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Financial advisory
• Underwriting services
• Debt capital markets
• Equity issuance
• Credit rating advisory

Headquarters

HQ city

Herzliya

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Underwriting and Issuance Fees: Transaction-based fees from underwriting and distributing debt and equity issuances in the Israeli capital market. Fees are earned on completed transactions including public bond issuances and private placements.
2. Credit Rating Advisory: Ongoing advisory fees for credit rating services covering 17 companies with overall debt of over NIS10bn. Services include deal structuring, financial models, rating negotiations, and post-issuance maintenance.
3. Private Placement & Fund Representation: Placement agent fees for US and European funds raising capital from Israeli institutional investors. Since 2018, approximately US$500m has been raised through this channel. Services include marketing strategy, investor identification, structure advice, and ongoing IR management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

InFin Capital Ltd. is a financial advisory and underwriting firm specializing in debt and equity issuances in the Israeli capital market. The firm provides public issuance advisory, private placement and fund representation, credit rating advisory, and investment banking services primarily for US-based real estate firms, Israeli companies, and US/European investment funds seeking Israeli institutional capital.

Product overview

InFin Capital Ltd. is a financial advisory and underwriting firm, not a technology product company. It operates as a single unified service offering rather than a platform-plus-modules architecture. The company provides four integrated financial services: Public Issuances (bond and equity issuance advisory), Private Placement & Fund Representation (placement agent services), Credit Rating Advisory (covering S&P and Moody's methodologies), and Investment Banking (private loans and equity advisory). These services work together to provide end-to-end support for raising debt and equity in the Israeli capital market.

Differentiator

Problem solved

Functional benefit

Products and services

• Public Issuances Advisory and underwriting services for public debt and equity issuances, with a focus on connecting issuers with Israeli institutional investors.
• Private Placement and Fund Representation Arranging private placements and providing local representation for investment funds seeking Israeli institutional capital, including family offices and high-net-worth investors.
• Credit Rating Advisory Advisory on credit ratings with deep coverage of S&P and Moody's methodologies to support Israeli capital market issuance.
• Investment Banking General investment banking services for Israeli companies and cross-border mandates spanning the United States, Europe, and Israel.

Quantifiable outcome

• Over 300 issuances with total issued amount of ~NIS100bn (~US$28bn)
• +4 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• IBI Investment House: Israeli investment bank providing underwriting, corporate finance, and capital markets services to Israeli and foreign issuers, including bond issuance advisory — directly comparable to InFin's core service set.
• Discount Capital Markets: Israeli underwriting and investment banking arm of Discount Bank, active in TASE bond issuances and corporate finance advisory, competing for similar Israeli capital market mandates.
• Clal Finance Underwriting: Israel's leading underwriting and distribution firm where InFin's CEO previously led. Directly competes with InFin for Israeli bond issuances, underwriting mandates, and institutional investor distribution.
• Leader Capital Markets: Israeli investment bank focused on underwriting, corporate finance, and capital markets services for TASE-listed and foreign issuers; competes with InFin on bond issuance mandates.

Broad incumbents

• Houlihan Lokey: Global investment bank with a leading debt advisory and placement agent practice serving US middle-market and real estate clients; competes with InFin for cross-border debt placement mandates.
• Leumi Partners: Investment banking subsidiary of Bank Leumi providing corporate finance, underwriting, and capital markets services — large incumbent with overlapping TASE bond and equity advisory capabilities.
• Oppenheimer & Co. US broker-dealer with established investment banking and fixed income capital markets capabilities serving middle-market and real estate clients, comparable in target customer profile to InFin's US-based REIT/RE sponsor issuers.
• Poalim Capital Markets: Investment banking arm of Bank Hapoalim, one of Israel's largest banks, offering underwriting, advisory, and institutional sales across corporate finance — a much larger incumbent overlapping with InFin's services.
• Stifel Financial: US-based broker-dealer with a meaningful middle-market investment banking and fixed income placement practice, overlapping InFin's US sponsor debt advisory activities.

Emerging players

• Apax Partners / global placement agents serving Israeli institutions: Large global placement agents and fund marketers increasingly pursuing Israeli institutional LPs; compete with InFin's private placement & fund representation business line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/infin17

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 InFin Capital Ltd.