Investments

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Strategy:
Equity Strategies

Sector:
Asset Management; Life and Health Insurance; P&C Insurance

Transaction Type:
Buyout

Status:
Realized

Investment Year:
2019

Geography:
EMEA

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Phoenix Holdings

Phoenix Holdings is a leading provider of multi-line insurance and investment products in Israel. Phoenix offers a diversified portfolio of insurance products including auto, home, mortgage, travel, life, and health insurance and a wide range of long-term savings solutions and investment products.

In 2019, Gallatin Point made a structured equity investment in the company, through which it became a controlling shareholder.

“The Gallatin Point team has been a terrific partner, and the insights and relationships they have brought to the Phoenix have added lasting value in a short period of time. From risk management to balance sheet optimization and governance, the Gallatin team brings unique operating experience and world-class partners together to help us build a platform capable of long-term growth.”
Benjamin “Benny” Gabbay, Chairman, Phoenix Holdings
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