Omer Yacoby-Levine
Duntzfelts Alle 6, Hellerup
Summary
Accomplished professional with extensive experience in business development, cross-border transactions, and capital-raising efforts. Proven track record in fostering relationships with high-profile investors across the US, Europe, Israel, and Asia.
Adept at navigating complex investment landscapes and building strong networks within the alternative investments sector. Skilled in client onboarding, process optimization, and working in multicultural environments.
Self-starter with a deep learning capability and a commitment to continuous improvement. Excellent at supporting and empowering team members, continuously seeking to improve processes and optimize results within the organization. Enjoys synthesizing ideas into actionable improvements, ensuring effective implementation and enhanced performance.
Overview
10
10
years of professional experience
Work History
Executive Advisor
Shamrock International Opportunities
07.2017 - Current
- Served directly under the managing partner representing the Disney family members’ investments in Israel as a trusted advisor
- Represented global asset managers as placement agents in Israel, focusing on capital raising from institutional investors and family offices
- Conducted industry analysis, mapping fund performances, and establishing connections with fund managers, primarily focusing on alternative investments and open-end funds from the UK and US
- Built and maintained an extensive network of fund managers and intermediaries in the US, Europe, Israel, and Asia
- Actively participated in all aspects of client onboarding, including KYC, negotiation of terms, and handling legal aspects.
- Generated new business leads by cultivating a robust network of contacts within the industry and attending relevant conferences or events.
- Served as a trusted advisor to C-suite executives, offering guidance on complex business issues and decision-making processes.
M&A Director
Fortunet Partners
01.2024 - 02.2024
- Led the execution of multiple sell-side M&A mandates within the consumer tech sector
- Directed the full sell cycle in a tech-enabled environment, enhancing deal efficiency
- Managed a network of +500 investors including family offices, PE funds, VC funds, and strategic investors across the US, Europe, and Israel
- Collaborated with C-level management to develop in-house capabilities, supporting a high volume of deals across all major investment banking activities.
Executive – Investment Banking, China Business Development
BDO
07.2014 - 07.2017
- Managed Israeli sell-side M&A mandates from sourcing and due diligence to execution
- Worked closely with C-level executives on consulting and business development services with Chinese entities
- Performed company analyses, identifying suitable partners and investors in China
- Led technology transfer, expansion capital raising, cross-border M&As, and business development initiatives
- Directed a cross-functional team of Israeli and Chinese professionals on several investment projects.
Education
MBA -
Northwestern University Kellogg-Recanati
Chicago 01.2021
Bachelor of Arts - East Asian Studies
Tel-Aviv University
01.2013
Skills
- Collaborative Team Player
- Strategic Problem-Solving
- Data-driven decision-making
- Detail-Oriented
- Strong Interpersonal Skills
- Ethical Integrity & high EQ
- Deal making
- Business Development
Techincal Skills
- Highly proficient in Excel & PowerPoint
- Managed and developed complex CRM tools HubSpot, Salesforce, PitchBook
Languages
Danish
Beginner
A1
English
Proficient
C2
Mandarin Chinese
Intermediate
B1
Hebrew
Proficient
C2
Coursework
Psychometric score (equivalent to SAT) 734 Top 3% of the normalized curve, equivalent to 1500 SAT
Hobbies
Learning new languages, cycling, history & Eastern philosophy
Timeline
M&A Director
Fortunet Partners
01.2024 - 02.2024
Executive Advisor
Shamrock International Opportunities
07.2017 - Current
Executive – Investment Banking, China Business Development
BDO
07.2014 - 07.2017
MBA -
Northwestern University Kellogg-Recanati
Bachelor of Arts - East Asian Studies
Tel-Aviv University
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