Latest Updates / Investment Funds

June 12, 2023

Roy Engel Lectures on Hedge Funds, VCs, and PEs

As an expert in the funds area, Roy was invited to lecture to a course led by the Israel Financial Institute (IFI) for 50 managers of Altshuler Shaham. Roy discussed types of alternative investments and both the legal and the administrative/supervisory aspects of the structure of funds.

May 21, 2023

Barnea: Advising Migdal on a USD 100 Million Investment

Roy Engel, Yana Zilbershtein, and Yakov Vilenski advised Migdal on a USD 100 million investment in the real estate investment fund Exeter Industrial Value Fund EQT. More than 90% of the investors in the fund are American and international institutional entities, and Migdal is the only Israeli investor.

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August 15, 2022

Barnea Representing Migdal in Investment in Major European Infrastructure Project

Roy Engel and Yakov Vilenski represented Migdal in a NIS 130 million investment in one of the biggest infrastructure projects in Europe: the NeuConnect Interconnector. This project consists of a 725 km submarine power transmission line that will connect the English power grid with the German power grid for the first time. The investment agreement was signed with the French fund MIE III Co-Investment Fund II S.L.P.

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March 7, 2022

Warburg Pincus Leads Funding Round in Israeli Digital Health Startup MDClone

We were delighted to represent the global private equity firm Warburg Pincus in its investment in the Israeli Healthcare Data Analysis company MDClone. Advs. Ariella Dreyfuss, Tal Freilich and Anat Even-Chen advised on this transaction.

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May 23, 2021

Representing Migdal in Investment in Fintech Company Sunbit

The fintech company Sunbit, which has developed an AI-based technology that enables personalized payment options, raised USD 130 million in a series D financing round led by Group 11, Zeev Ventures, and Migdal Insurance. Our firm's Micky Barnea and Ariella Dreyfuss represented Migdal in the transaction.

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November 17, 2020

Representing Menora Mivtachim in USD 30 Million Investment in Jio

Jio, India's largest telecommunications company, recently completed a major investment round, raising money from leading multinational corporations like Google and Facebook. Israeli insurance company Menora Mivtachim also invested about USD 30 million as part of the round. Firm partner Roy Engel accompanied Menora Mivtachim in the investment.

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August 10, 2020

Providing Counsel in the Establishment of a New Investment Fund in Asia

Liquidity Fund of Meitav Dash will establish with MUFG Bank, the world’s largest Japanese bank, a new private investment fund in Asia. The new fund will be incorporated in Singapore, and will provide credit to companies in Asia, through securitization transactions of future cash flows. Our firm, led by attorneys Roy Engel and Yuval Lazi, accompanied Liquidity, which as part of the agreement will provide the joint company with management and underwriting services.

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April 2, 2020

ISA Publishes Temporary Order on Clarification of Clients’ Needs

In response to the Corona pandemic, the ISA published on March 30, 2020, a temporary order for license holders in connection with the clarification of clients' needs.

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April 2, 2020

Israel: Updates for Portfolio Managers and Investment Advisors and Marketers in Light of the Coronavirus Crisis

In light of the coronavirus pandemic, the Israel Securities Authority (ISA) recently released a number of updates and reliefs on the obligations that apply to portfolio managers and investment advisors and marketers.

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March 25, 2020

Cayman Islands Blacklisted by EU as a “Non-Cooperative Tax Jurisdiction”

The EU announced recently, following a meeting of its Economic and Financial Affairs Council (ECOFIN), that the Cayman Islands has been moved to Annex 1 of the list of “non-cooperative jurisdictions” for tax purposes.

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February 14, 2016

Entry of Foreign Mutual Funds to the Israeli Market

As part of the globalization of the Israeli capital market, the Financial Committee of the Israeli Knesset recently approved the Joint Investment Trust Regulations (Offer of Units of a Foreign Fund), according to which managers of foreign mutual funds may offer their funds to the Israeli public.

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Latest Updates / Investment Funds