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Capital Meets Innovation

Advising growth-stage companies and family offices on strategic transactions worldwide

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in Transactions
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Offices in US, UK, Israel
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Family Offices
InnoTech global advisory services

What We Do

The leading Investment Banking and Investor Relationship firm for the world's largest family-office network

Capital Raising

Strategic capital solutions for growth-stage companies with established product-market fit.

M&A Advisory

Expert guidance on mergers, acquisitions, and strategic partnerships to maximize value.

Investor Relations

Connecting promising opportunities with our exclusive network of family offices and private investors.

Our Process

A structured approach to delivering exceptional results for our clients

01

Initial Assessment

Comprehensive evaluation of your business objectives, market position, and capital requirements.

02

Strategic Planning

Development of tailored transaction strategies aligned with your growth trajectory and industry dynamics.

03

Market Preparation

Refinement of financial models, creation of compelling investor materials, and preparation for due diligence.

04

Investor Matching

Targeted outreach to qualified investors from our global network who align with your vision.

05

Transaction Execution

Expert negotiation and management of the deal process to secure optimal terms and conditions.

06

Post-Transaction Support

Ongoing advisory to ensure successful integration and implementation of strategic objectives.

The Team

Seasoned professionals with deep industry expertise and global perspective

David Chen, Managing Partner

Erez Hevroni

Managing Partner

Expertise in growth-stage technology companies with 20+ years of transaction experience across US and Middle East markets.

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Sarah Williams, Partner

Sarah Williams

Partner

Healthcare and life sciences specialist with deep connections to European family offices and institutional investors.

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Michael Goldstein, Partner

Michael Goldstein

Partner

Cross-border M&A expert with significant experience in Israel's innovation ecosystem and Middle East capital markets.

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Amelia Rodriguez, Partner

Amelia Rodriguez

Partner

Fintech and sustainable finance advisor who has led over $2B in transactions for disruptive financial technology companies.

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Global Offices & Events

Strategic presence in key financial centers with regular exclusive events

World map showing InnoTech offices

Upcoming Events

JUN 15

Family Office Investment Summit

New York City

Exclusive gathering of family offices discussing emerging market opportunities.

JUL 22

Healthcare Innovation Forum

London

Connecting healthcare startups with strategic investors and industry partners.

SEP 10

Tech Ventures Conference

Tel Aviv

Showcasing the most promising Israeli tech companies to our global investor network.

Clients & Partners

Trusted by industry leaders and innovative companies worldwide

"InnoTech's strategic guidance was instrumental in securing our Series B funding. Their deep network of family offices provided unique access to long-term capital partners."

Jonathan Reynolds CEO, Healthcare Technology Company

"The team's expertise in cross-border transactions helped us navigate complex regulatory environments during our expansion. Their process was efficient and their advice invaluable."

Emma Thompson CFO, Enterprise Software Provider

"Working with InnoTech on our acquisition strategy transformed our business trajectory. Their thorough understanding of our market positioned us for success from day one."

Alexander Wright Founder, Fintech Platform

Ready to Elevate Your Strategy?

Our team of senior bankers is ready to discuss your strategic options and capital needs.

Visit Us

New York | London | Tel Aviv
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Schedule a Consultation

Speak with a senior banker about your strategic objectives