About Us

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LEADING POSITION IN THE ISRAELI CAPITAL MARKETS

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ONE-STOP-SHOP ADVISORY SERVICES

ABOUT US

Value Base is one of Israel’s leading full service investment banks and the ideal partner to underwrite and distribute securities on the Tel Aviv Stock Exchange. We offer full spectrum of investment banking services for both privately-held and publicly-traded companies. Our experienced team of professionals bring extensive experience in the financial sector and capital markets, and specialize in complex transactions. As a long-time member of Global M&A Partners, one of the world’s leading partnerships of independent M&A firms, we enable access to international presence in over 50 countries across five continents. With a strong and deep understanding of the Israeli landscape across all industries, we take pride in providing end-to-end solutions that include:

UNDERWRITING & DISTRIBUTION:

  • Formulate optimal issuance plans
  • Deliver top notch advisory on rating processes
  • Guide in preparing prospectus for local legal and audit professionals
  • Support preparation of Deeds of Trust and negotiating terms and covenants
  • Prepare professional capital market presentations
  • Manage Institutional Road Shows
  • Offer legal advisory and negotiate accurate issuance pricing
  • Manage institutional and public tenders

M&A Advisory

  • Thoroughly evaluate strategic alternatives
  • Develop key value drivers of transactions
  • Prepare detailed confidential offering materials
  • Identify and qualify potential domestic or international investors, buyers or sellers
  • Support client negotiations
  • Manage legal and economic issues
  • Drive transactions to successful closure

FINANCIAL RESEARCH

  • Analyst coverage covering leading local firms and business environment
  • Financial services including
  • Valuations
  • Strategic financial planning
  • Debt restructuring plans

LEADERSHIP

Value Base is led by a seasoned team of investment banking executives and some of Israel’s most well-known financial industry experts.

VICTOR SHAMRICH, FOUNDER & CHAIRMAN

Victor brings over two decades of experience in the financial sector. Before joining Value Base, Victor served as co-CEO of Meitav-Dash, overseeing the firm’s investment activities. Together with Ido Neuberger, Victor founded Apex in 1993, and together are credited with growing the company organically and through M&A transactions to become Israel’s second largest asset manager with $38B assets under management.

IDO NEUBERGER, FOUNDER & CEO

Ido brings over two decades of experience in the financial sector. Before joining Value Base, Ido served as co-CEO of Meitav-Dash, overseeing investment management activities and overall operations. Together with Victor Shamrich, Ido founded Apex in 1993, and together are credited with growing the company organically and through M&A transactions become Israel’s second largest asset manager with $38B assets under management. Ido holds an MA and a BA in Economics from Tel Aviv University.

YAIR EPHRATI, HEAD OF INVESTMENT BANKING

Yair brings over 20 years of investment banking and corporate finance experience to Value Base, with expertise in leading complex M&A transactions, including, local and cross border transactions, leveraged buyouts, divestitures, and public equity transactions on behalf of both private equity firms and for private and public corporate clients. Before joining Value Base, Yair served as CEO of Meitav- Dash Mergers & Acquisitions, a leading player in the Israeli investment banking industry. Before becoming an investment banker, Yair was with McKinsey & Co. In London and New York where he led teams advising Fortune 100 companies on new market development, acquisitions, and strategy. Yair also serves as Chairman and CEO of Eden Energy Discoveries (TASE: EDEN), a public company engaged in in oil & gas exploration. He holds an MBA from the University of Michigan and a BA in Economics and Business from Tel Aviv University.

PELEG PEER, HEAD OF UNDERWRITING

With over 10 years in the Israeli capital markets, Peleg brings a wealth of experience to Value Base. He has led hundreds of private and public capital offerings of billions of shekels in scope. Before joining Value Base, Peleg served as Deputy CEO with Excellence Nesua Underwriting. He was a Chief Engineer in the Israeli Navy and when discharged from active duty held the rank of Major. Peleg holds a BA in Business  Administration from the Inter Disciplinary Center (IDC) in Herzliya.

URIEL GOREN, CEO, GAR CAPITAL

Uriel is the CEO and one of the founding partners of GAR Capital. He has more than 15 years of investment banking and capital introduction experience in Israel and abroad. Uriel has initiated and led some of the largest cross-border transactions in the Israeli institutional market in the past decade. Prior to founding GAR Capital, Uriel served in several positions in London and Tel Aviv, including Lehman Brothers’ Israeli Investment Banking team, Lehman Brothers & Nomura Pan European equities sales team in London, Head of Capital Markets Investments for the Park Plaza Group and Partner and Head of International Client desk at DS Brokerage, a subsidiary of DS Apex.

LIOR KAVER (CPA), CFO

Lior is a specialist in capital markets, and brings a deep understanding and experience in leading and managing IPOs, M&A activities, valuations, due diligence, prospectus drafting and company restructuring for debt offerings and raising capital. Lior served as CFO with several private and public companies, including Meitav-Dash (formerly – Dash Apex Holdings). Prior to his CFO positions, Lior worked as an audit manager at the Israeli office of E&Y. Lior also serves as a Director in several private companies. He holds an LLM in Law from Bar-Ilan University and a BA in Business Administration and Accounting from the College of Management.