BETA FINANCE

DARE TO ACHIEVE

SINCE 2015

About us

Beta Finance is the leading financial consulting company in Israel, with expertise in the fields of project and corporate financing, providing services to a slew of companies both in Israel and globally. Beta Finance boasts one of the leading teams of seasoned financial consultants in Israel, with considerable experience in a variety of industry sectors such as project and corporate financing, accounting, economics, regulation and financial consulting both in Israel and internationally. It is all this, combined with additional factors, that currently places us among  Israel’s top investment bankers.

The Beta Finance team has considerable, invaluable experience in providing professional services to diverse sectors in Israel and abroad, including energy and infrastructure, finance, real estate, aviation, retail, and more.

We provide services to a highly diverse group of private entities and funds, public and financial institutions, as well as government ministries.

The Company’s unique organizational structure enables our clients to benefit from a winning combination of a diverse and experienced senior consultancy team and a highly professional and broad set of analysts, who stand out thanks to their excellent service-oriented approach and availability. Our hallmark strong business and financial creativity – combined with the special emphasis we place on the client’s overall financial and strategic needs – constitute an integral part of the business transactions and decision-making process among our clients.

We believe that integrity, trust and professionalism will continue to lead our clients to new achievements.

Partners

Yaniv Abadi

Sagi Ben-Simon

Igal Kukushkin

Or Korem

Einat Efrati

Latest Projects

Accompaniment of the Ashtrom Group in the sale of holdings in the Tierra Bonita project.

Beta Finance accompanied Ashtrom Renewable Energy in closing an investment agreement with Clal Insurance and Finance and Menora Mivtachim Group for the Tierra Bonita project. As part of the agreement, institutional investors will be allocated 36% of the holdings in the project. The Tierra Bonita project, with a capacity of approximately 400MWp, is considered one of the largest solar projects in Texas and is expected to significantly contribute to the supply of renewable energy in the region.

As part of the accompaniment, Beta Finance provided the following services:

  • Accompanying the transaction as the company’s exclusive investment banker
  • Accompanying the presentation of the project and activities to potential investors (RoadShow)
  • Formulating the transaction structure and negotiating with institutional bodies until the transaction is closed

Advising the Daya project in the Eshkol Regional Council for the establishment and operation of an organic waste treatment facility

Beta Finance advised the Daya project on the establishment and operation of an organic waste treatment facility, which includes renewable energy production (bio-gas), located in the Eshkol Regional Council near the Gaza border. The project will be built and operated by Dekel Infrastructure, a subsidiary of the YSB Group and BlueGen Ltd. (the water and environment arm of Generation Capital). It will be financed by Discount Bank, which will provide approximately NIS 450 million in debt facilities for the project’s construction.

Above all the positive aspects of the project, its location in the Eshkol Regional Council is expected to bring significant long-term economic and environmental benefits, supporting the return and rehabilitation of the border communities following the events of October 7th.

Services provided by Beta Finance included:

  • Financial advisory to the developer from the tender stage to the present, examining various economic and financial issues in the project.
  • A comprehensive financial model reflecting all aspects of the project.
  • Leading the process of formulating the financial proposal in the tender.
  • Advising and negotiating with various government ministries – Ministry of Finance, Ministry of Energy, and Eshkol Regional Council.
  • Advising on commercial negotiations and selecting the financier for the facility.
  • Assisting the company in drafting project documents, including financing, construction, and operation agreements.