bvc

What bvc does

BVC – Investments and Services Ltd. is a privately held Israeli investment and management advisory firm established in 2001 by Jon Boock, a New Zealand-born chartered accountant. BVC advises public and private companies on strategic and financial acquisitions, conducts due diligence, negotiates with buyers and sellers, and provides financial services across the telecommunications, media, healthcare, and financial services sectors. The firm also invests alongside overseas partners in Israeli start-ups and media/financial-services operations and intermediates inbound investment interest into Israel, with established investor networks in the US, UK, and increasingly India.

BVC operates two identifiable business lines beyond its core advisory work. The first is Israel Funds Observer (IFO), a wholly-owned subsidiary that delivers financial-market intelligence, objective analysis of Israeli fund-industry performance, and research on overseas markets to money managers, banks, and financial institutions; IFO also acts as the Israeli distributor for Morningstar's independent investment research data covering approximately 456,000 global offerings. The second is eznites (איזי נייטס), a consumer product line distributing incontinence care products across all age groups, from infants through to elderly, postpartum, special-needs, and nursing populations.

The business model blends professional-services advisory fees, recurring distribution economics through the Morningstar license, and consumer product sales via eznites. Go-to-market is sales-led, with direct enterprise engagement and bespoke, quote-based engagement terms; the company maintains a single Tel Aviv office and lists no publicly disclosed pricing or contracted volumes. No headcount, revenue, funding, or institutional ownership data is disclosed in the available sources.

Name

bvc

Legal name

BVC – Investments and Services Ltd.

Website

https://bvc.co.il

Company type

Private

Founded year

2001

Operating status

Operating

Short description

BVC is a privately held Israeli investment and management advisory firm founded in 2001, serving public and private companies with strategic acquisition advice and due diligence, while operating the Israel Funds Observer (Morningstar distributor) and eznites incontinence care products.

Ownership category

akta.pro rank

Product category

Investment Advisory & Financial Information Services

akta.pro primary industry

SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning) (FSAGAJAM)

Keywords

• Investment advisory services
• Acquisition advisory
• Financial market research
• Due diligence services
• Management consulting

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Provides advisory services for strategic and financial acquisitions of public and private companies, including due diligence and financial services. BVC also makes investments in promising startup enterprises in media and financial services sectors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

BVC provides investment and management services to public and private companies in Israel across telecommunications, healthcare, media, and financial services, advising on strategic and financial acquisitions, negotiating with buyers and sellers, and providing due diligence and financial services. The firm also identifies, surveys, analyzes and negotiates suitable investment opportunities in the Israeli market for potential overseas investors, and makes its own investments in startup enterprises in media and financial services.

Product overview

BVC operates as an investment and management services company offering two distinct product lines: IFO (Israel Funds Observer) provides financial market intelligence, analysis, and research services including distribution of Morningstar data to Israeli financial institutions; and eznites provides incontinence care products spanning the full age spectrum from infants to elderly populations including specialty medical segments.

Differentiator

Problem solved

Functional benefit

Brands

• Israel Funds Observer (IFO): An independent and impartial body providing financial knowledge, information and services relating to Israeli financial markets for money managers, banks and financial institutions. IFO provides commentaries and objective analyses of Israeli funds industry performance, as well as distributing Morningstar data in Israel.

Products and services

• Investment and Management Advisory Services Advisory services for strategic and financial acquisitions of public and private companies in Israel, including negotiating with buyers and sellers, due diligence, and financial services. Also identifies, surveys, analyzes and negotiates investment opportunities in the Israeli market for potential overseas investors, and makes BVC's own investments in startup enterprises in media and financial services.
• IFO – Israel Funds Observer An independent and impartial body providing financial knowledge, information, and services relating to Israeli financial markets for money managers, banks, and financial institutions. Services include commentaries and objective analyses of Israeli funds industry performance, plus data, software, and research on overseas markets and trends based on overseas and local experience. Holds the Israeli distributorship for Morningstar, providing data on approximately 456,000 investment offerings across North America, Europe, Australia, and Asia.
• eznites (איזי נייטס) Provides leading incontinence care products in Israel across all age groups and populations, from infants and toddlers through children, adults, and the elderly, including postpartum women, individuals with special needs, and nursing patients.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• MorningstarcoreChannel Partner/ Reseller/ DistributorIsrael Funds Observer (IFO), a BVC-founded entity, is a distributor in Israel for Morningstar, one of the world's leading providers of independent investment research. Morningstar provides data on approximately 456,000 investment offerings, including stocks, mutual funds, ETFs, and similar vehicles across North America, Europe, Australia, and Asia. This enables IFO to provide unique information, research, reviews and analyses of global financial markets.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Morningstar: Global leader in independent investment research and fund data. Direct peer for BVC's IFO subsidiary, which holds the Israel distributorship for Morningstar and provides related commentary/analyses on the Israeli funds industry — same product category (fund data/research), complementary (partner and competitor) role.
• Psagot Investment House: Israeli investment management and advisory firm offering asset management, advisory, and financial services. Comparable to BVC's advisory arm given its domestic Israeli investment focus and institutional client base across pensions, funds, and corporates.
• Altshuler Shaham: Leading Israeli investment advisory and asset management firm. Comparable to BVC in providing investment advisory and financial services to Israeli institutional and retail clients across multiple asset classes.
• IBI Investment House: Israeli investment house providing brokerage, investment advisory, and asset management services. Comparable boutique-scale Israeli financial advisory peer operating in the same domestic market and serving similar institutional and corporate clients.
• More Investment House: Israeli investment management firm providing advisory, asset management, and brokerage services. Comparable to BVC as a domestic Israeli investment advisory peer serving institutional clients.
• Epsilon Investment Management: Israeli investment management and advisory firm. Comparable to BVC's core investment advisory and management services business, serving Israeli institutional and corporate clients with financial advisory mandates.
• Ontex: European personal hygiene company specializing in incontinence and baby care products. Direct peer for BVC's eznites brand, offering comparable incontinence products across multiple age and care segments.

Broad incumbents

• S&P Global Market Intelligence: Global financial data, analytics, and research provider. Comparable to BVC's IFO arm in distributing financial/investment data and research to institutional clients, though at much larger scale and broader scope.
• Bloomberg: Global financial data, analytics, news, and research platform. Comparable to BVC's IFO financial data/research distribution arm, serving investment managers and financial institutions with market intelligence and analytics.
• Evercore: Global boutique independent investment banking advisory firm. Comparable to BVC's advisory arm in providing M&A, strategic advisory, and financial due diligence services, though at much larger scale and broader geographic footprint.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 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 bvc