Erez Hevroni brings over 17 years of distinguished experience as a dynamic Managing Director and Senior Investment Banker in the realm of financial management, investment banking, private banking, wealth advisory, asset management, sales, marketing, and business development.
His expertise shines particularly in the field of Technology Investment Banking and Innovative Technologies, with a focus on sectors like AI, semiconductors, Cyber Security, fintech, medical devices, and healthcare IT. Erez stands out for his prowess in fostering relationships with family offices, paired with a profound comprehension of alternative investments, private equity, and real estate ventures.
Throughout his remarkable journey, Erez has earned the trust of mid-sized businesses, private institutions, high net worth clients, and ultra-high net worth (UHNW) families. With a holistic grasp of the private capital market, he adeptly navigates its complexities, seizing opportunities to drive substantial growth, exits, and returns for his clients.
Erez's leadership journey encompasses key roles at prestigious corporate banks in the USA, including Merrill Lynch, Wells Fargo, and Bank Leumi USA where he manages over 500M in capital market transactions. During these tenures, he developed an intimate understanding of family office dynamics, exit planning practices, and cultivated unshakable relationships with influential family offices.
As the CEO of Innotech IB LLC, Erez leverages his expertise to deliver comprehensive investment advisory services. His strengths lie in preparing companies, crafting pitch decks, refining financial models, ensuring their investment readiness, and coaching clients on capital acquisition.
Erez's strategic acumen and profound insights into the private capital market empower him to craft deal structures and facilitate successful transactions for founders and investors. His active engagement in the global family office network spans to esteemed investors and venture groups in South Florida and Silicon Valley. Erez's role as a regular host at family office events through DC Finance Network and his advisory capacity for top tech executives reinforce his industry acumen and partnerships for superior client service.
He also commands respect within the Israeli tech ecosystem and the USA Jewish business community while providing advisory excellence to major Jewish family offices.
Beyond his professional laurels, Erez holds a bachelor's degree in business management and boasts designations including Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS®), and Accredited Wealth Management Advisor (AWMA®). He holds Series 7 and 66 FINRA licenses and is registered with Young America Capital, an SEC-registered broker-dealer.
In his personal realm, Erez is a dedicated family man, happily married, and the proud father of four children. His joy springs from playing live music, singing, and pursuing passions like kickboxing, biking, and exploring the world. Erez's innate ability to forge connections and embrace novel experiences underscores his commitment to personal evolution and lifelong learning.