K&L Partners
K&L Partners

Projects

The projects presented on this page reflect professional experience accumulated throughout the careers of K&L's partners and through the firm's activities. They include advisory, research, and analytical work for companies, financial institutions, and public-sector bodies across a wide range of economic, financial, and business issues.

Banking and Finance

Economic and financial advisory for banks and financial institutions on strategy and business models, regulation and capital, risk management, competition, and financial transactions.

Banking and Finance

Economic Assessment of Executive Compensation

Advising a non-bank credit company on salary and compensation levels for senior management. The project included an economic analysis of the compensation structure and salary levels and the preparation of a professional opinion to support decision-making on executive compensation.

Banking and Finance

Analysis of Regulatory Capital Requirements for an Investment Management Firm

Advising a leading investment management firm on the capital requirements applicable to its activities and their economic implications. The project analyzed the regulatory framework and examined the effect of capital requirements on operations, capital structure, and financial decision-making, in order to develop a professional basis for regulatory and financial decisions.

Banking and Finance

Ongoing Advisory on Capital Adequacy and Risk-Weighted Assets

Advising banks on issues related to capital adequacy, risk-weighted assets, and the implementation of regulatory requirements. The work includes analysis and classification of exposures and financial instruments, assessment of risk weights and recognition of credit risk mitigation measures, as well as examination of complex issues arising from transaction structures, counterparty characteristics, and relevant supervisory provisions.

Banking and Finance

Economic and Regulatory Analysis of Financial Transactions

Advising a bank on the regulatory treatment of complex financial transactions, including analysis of their economic substance, risk characteristics, and accounting and regulatory aspects. The project compared different transaction types and funding sources and assessed whether the regulatory treatment was consistent with their economic characteristics and risk profiles.

Banking and Finance

Business Model Review and Regulatory Readiness for a New Bank

Advising a new bank on its business and financial model and preparing for the launch of its operations in Israel. The project included challenging key assumptions in the business model, including assessing the model’s resilience under stress scenarios and changes in key assumptions. In parallel, public reporting requirements and reliefs applicable to a new bank were mapped, and a multi-year roadmap was developed for building the finance function in line with the bank’s expected growth.

Banking and Finance

Economic Assessment of Fees Between Financial Institutions

Advising a bank on the structure and level of fees paid under an agreement with a credit card company. The project analyzed the fee mechanism and the economic and commercial aspects of the arrangement and produced a professional opinion assessing the reasonableness of the fee level.

Banking and Finance

Economic Assessment Ahead of a Merger in the Money Transfer Industry

Advising two international entities ahead of a merger in the money transfer sector, examining market structure, concentration, and competitive dynamics. The project analyzed the economic aspects relevant to the merger and its potential implications for market structure and competition.

Banking and Finance

Building a Business Model for a Bank in Formation

End-to-end advisory in developing the business model for a bank in formation, combining economic, financial, business, accounting, and regulatory considerations. The project included designing a market-entry strategy for several business segments, assessing growth engines in Israel and international markets, and developing a multi-year business and financial model. The model included activity forecasts, penetration rates, product-launch planning, and assessment of capital and funding needs across the stages of the bank’s development.

Government and the Public Sector

Economic and strategic advisory for public-sector entities on policy, resource allocation, and evaluation of alternatives, combining research, data analysis, valuations, and analytical methodologies.

Government and the Public Sector

Economic Valuation for a Relocation and Reconstruction Project

Advising a government ministry on the economic value of a project involving the relocation and reconstruction of public facilities. The project analyzed asset characteristics, costs, and the economic aspects of relocation and reconstruction alternatives and prepared a valuation to support decision-making and assess the project’s economic implications.

Government and the Public Sector

Strategic Review of Biometric Database Models

Advising a public-sector entity on an international strategic review of biometric database models to help formulate a future operating model. The project developed an analytical methodology for cross-country comparison, including an index measuring similarity to Israel. The quantitative analysis was combined with a qualitative assessment of operating models and use cases to identify countries and models suitable for in-depth review and evaluation of alternatives.

Government and the Public Sector

Economic Valuation Under a Government Concession

Advising a public-sector entity on the valuation of assets under a government concession. The project analyzed the assets’ economic characteristics, concession terms, and factors affecting value and prepared a valuation to support decisions concerning the management of state assets.

Government and the Public Sector

Evaluating the Effectiveness of Public Investment in Innovation

Advising a government entity on the development of an economic framework for measuring the effectiveness of research and development support programs. The project developed indicators for assessing additionality, technological contribution, knowledge creation, and economic impact, as well as a methodology for evaluating the marginal contribution of support budgets and comparing alternative resource allocations.

Government and the Public Sector

Evaluating the Effectiveness of a Program to Encourage Institutional Investment

Advising a government entity on the effectiveness of a program designed to encourage institutional investment in venture capital funds. The project included processing and analyzing investment data and developing a quantitative methodology to assess investment additionality and the effects of incentive mechanisms on investor decisions and the amount of capital directed to the venture capital industry.

Government and the Public Sector

Assessing Technology Companies’ Access to Debt Financing

Advising a public-sector entity on the access of Israeli technology companies to credit and debt financing. The project included building a dedicated database and analyzing the relationship between company characteristics, stage of development, lender identity, and financing structure. It also included a comparison with the U.S. market to assess potential barriers and support policy decisions.

Corporates and Real Estate

Economic and financial advisory for corporations and investors on financing, risk management, competition, transactions, and valuations, combining market analysis and economic models.

Corporates and Real Estate

Economic and Competitive Analysis of the Broiler Market

Advising a leading food company on market structure and competition in Israel’s broiler sector. The project analyzed market characteristics, the activities of key players, and the economic environment in which the company operates and developed an economic analysis to support business decisions related to the sector.

Corporates and Real Estate

Building a Financing Model for Social Bonds

Advising on the development of an economic model and financing structure for a renewable-energy project combining financial and social objectives. The project examined cash flows, the financing structure, and economic feasibility and developed a framework for implementing a social-bond-based financing mechanism.

Corporates and Real Estate

Developing a Risk Management Policy for Accepting Guarantees

Advising a corporation on the development of a framework for managing risks associated with guarantees received from bank and non-bank institutions. The project included mapping and analyzing the guarantee and exposure portfolio, examining concentration, and developing a methodology for classifying engagements by risk level. It also included financial analysis of potential guarantee providers and the development of financial criteria for assessing their strength and setting exposure limits.

Corporates and Real Estate

Asset Valuation for a Private Equity Fund

Advising a private equity fund on the economic valuation of an asset in its portfolio. The project analyzed the financial data and economic characteristics relevant to the asset and prepared a professional valuation for investment management and decision-making purposes.

Corporates and Real Estate

Economic Assessment of the Taxation of Vertical Mergers

Advising an international corporation on the economic aspects of vertical mergers among companies within the group. The project analyzed the group structure and relevant transactions and prepared an economic assessment of the tax implications for presentation to the tax authorities.

Corporates and Real Estate

Economic Assessment of Concentration in the Hotel Industry

Advising a leading hotel chain on market structure and the level of competition in Israel’s hotel industry. The project analyzed market characteristics, the structure of competition, and the position of key players and formulated an economic assessment of concentration issues relevant to the client’s activities.