Expertise

Expertise

Israel Investment Partners (IIP) is led by a team of senior investment professionals with strong government relations, and over 85 years of combined industry experience. We maintain strong partnerships and the empowerment of people permeate every aspect of our organization as we engage where we can add genuine value to all stakeholders.

 

At IIP, we combine specialist industry experience and best practice management to achieve superior risk-adjusted returns. We actively engage from the C-suite to the front line with a collaborative style that emphasizes teamwork, trust and tolerance for diverging opinions.

We apply our team's complementary skill sets, international network, and experience to structure and actively manage investments in order to improve their service quality and financial performance.

Our management team focuses on critical issues and opportunities: strategy, organization, operations, transformation, corporate finance, mergers & acquisitions and sustainability across the diverse industries in Israel. We bring functional expertise, but are known for our holistic perspective: we capture value and help maximize growth in any organization we invest in, for all limited partners and stakeholders.

Our approach is to seek investments with limited downside risk. To drive value creation through distinctive sourcing, deep operational engagement, and active stakeholder management. We believe this strategy leads to value-added returns for our investors, based on our experience. 

At IIP, we look at value creation, coupled with our substantial investment in people, processes and resources to drive operational improvement. Our expertise, outside advisors and partnerships with policy makers, organized labor, NGOs and other interested parties provide IIP with differentiated opportunities to enhance the long-term value of our investments.

Our management team brings an international perspective to the region, offering a 'like-minded' management ethos, making it easier for foreign investors to enter the Israel investment sector.

 

Investment Strategy

At IIP, we are patient investors, watching and waiting for the right time and the right conditions to invest. As experienced investment professionals, we have learnt the importance of looking at long-term value creation for our investors. 

We target premium companies with a defensible market position and management teams with a passionate vision for the future of their industry.

IIP will utilize investment strategies, core competencies and processes that our partners have historically utilized across many investment platforms. The primary objective of IIP's strategy is to identify, invest, and operate a diversified portfolio of high quality, long-duration, cash yielding investments that can compound at attractive risk-adjusted rates of return by leveraging IIP's network of investment professionals to drive significant deal flow, its “value- added”, operationally-intensive investment philosophy and its flexibility to be a long-term investor without fund-life driven pressures to sell.

 

Investment Approach

Israel Investment Partners (IIP) focuses on value-based investing, which is an investment approach that looks at the environmental and social impact of a company’s actions, product and leaders.   

We seek situations in which our extensive network, operational expertise and capital can drive significant value for all stakeholders. Companies that have a positive impact on the environment, culture, society and government.

Our office is resourced to manage, counsel, and report performance in order to support pro-active decisions for the portfolio.

IIP is focused on investing in a broad range of Israel's assets in core segments, such as agriculture, communications, defense, electric utilities, energy & natural resources, financial services, life sciences, real estate & construction, power & renewables, technology, transportation, waste management and water.

IIP takes a conservative yet opportunistic approach to energy and infrastructure investing. Our focus is on creating a widely diversified portfolio across sectors, stages, and risks. To accomplish this, we invest in assets that have high barriers to entry, are protected from inflation and the volatility of economic cycles, and which provide revenue, cash flow growth as well as capital appreciation.

Our disciplined investment strategy emphasizes deep operational involvement with a goal of managing risk and maximizing returns. It’s an approach that has provided our partners consistent success for over a decade.

We aim to drive and optimize enduring value in our investments.

The team of IIP investment professionals responsible for securing the investment in a company remain with the portfolio company throughout the life of the investment. Each team comprises highly experienced, on-the-ground investment professionals with deep roots in their local markets.

IIP works to create a strong operational framework that enables our investments to thrive, whilst providing decisive strategic direction as it grows.

 

Investment Objectives

Our objective is to originate investments with the potential to deliver superior risk-adjusted returns for our investors. The essential elements of this approach are as follows:

Investment profile

IIP focuses on large scale investments in assets that provide essential services, have high barriers to entry and offer significant governance positions. We target opportunities predominantly in Israel, while maintaining a global perspective and the flexibility to pursue high quality assets with the potential for attractive risk-adjusted returns.

Proprietary origination

IIP's extensive relationships in, our target geography and industry sectors are critical to our ability to originate transactions, conduct effective and informed due diligence, structure investments and identify potential exits. This knowledge provides insights into the trends and developments that create investment opportunities in Israel and motivate potential sellers and joint venture partners. In addition, our relationships with significant industry participants, together with our track record of adding value to portfolio companies and our ability to deploy significant amounts of capital, makes IIP a preferred investment partner.

Prudent leverage

IIP takes a conservative approach to leverage and ensures that our investments have appropriate risk profiles. This approach also reflects our fundamental view that investment discipline and operational value creation, rather than financial engineering, are the keys to successful infrastructure investing.

 

Corporate Finance

We work side by side with executives to help portfolio companies create unprecedented value. We have deep experience in finance, organization design, M&A, investor relations management and change management. We help organizations create competitive advantages through strategic corporate finance. Linking corporate strategy, financial strategy, transactions and a capital markets perspective to create value.

 

Portfolio Strategy 

The businesses we invest in are the source of our growth. IIP combines in-depth portfolio management insights with practical expertise in operations and economics to help our portfolio companies create sustainable growth. In-depth insights combined with economic and operational fundamentals.

 

Mergers & Acquisitions

The winners in corporate M&A are both bold and disciplined. Research shows that active acquirers earn consistently higher shareholder returns than those that stay on the sidelines. Companies that regularly and systematically do the most deals perform best of all.

 

IIP brings an integrated approach linking acquisition strategy, due diligence and merger integration.

 

Organization

Some organizations accomplish what they set out to do, powered by engaged employees with the tools and motivation to get the job done. Yet only 20 percent of companies are destined to achieve this. As a capital partner of choice for the infrastructure industry in Israel, we help companies improve performance. Ensuring the entire organization is aligned and set up to successfully deliver on the company’s objectives.

 

Operations

We reinvent operations to uncover new competitive advantages. IIP helps transform operations by taking a holistic view that connects operations to strategy, transcends silos, and focuses on the opportunities that will create the greatest value, unlock growth and lower costs.

 

Sustainability

The normal rules of business don’t stop when it comes to sustainability and corporate responsibility. IIP helps portfolio companies embed those principles in the core of their strategy, operations and culture to make sustainability a source of ongoing and increasing value. Identifying opportunities and developing business cases to make sustainability a source of on-going value.

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