IDB Bank

This weekend, IDB Bank and UMTB USA proudly ed the 2025 Celebrate Israel Day Parade – a day of celebration and unity held in the heart of New York City. This year’s parade was especially profound as we walked in solidarity with our teams and families to the Hostages and Missing Familes Forum, and help them raise awareness for their ongoing efforts to reunite families and their loved ones. Powered by the efforts of thousands of volunteers, the Forum is a civilian-led organization dedicated to securing the safe return of all individuals who have still not returned after the events of October 7th. As we reflect on this powerful day of community and solidarity, we remain committed to our mission and position as the largest Israeli-owned bank in the United States, and thankful to our tremendous colleagues who ed us in making this year’s parade special. #CelebrateIsrael #CelebrateIsraelDayParade #BringThemHome

Celebrating new beginnings and reflecting on all we’ve accomplished! This week, Avner Mendelson and Ziv Biron visited South Florida to share their thanks and appreciation for our Aventura-based team and our valued relationships all throughout the Florida region. As part of their milestone visit, IDB proudly welcomed our clients to a formal reception introducing Avner as its new President & CEO, and thanking Ziv for more than five years of commitment and leadership to the Bank. As we enter this next chapter, our special reception, which featured an outstanding performance from sing-songwriter Idan Amedi, signals our continued commitment to our “It’s Personal” philosophy as we continue to connect our leadership and expertise with our unique network of clients and partners. We continue to look forward to the amazing road ahead under Avner’s leadership, and we share our continued gratitude and iration for Ziv, who will always be part of our IDB family. Thank you to our Florida team, led by Sagy Aseraf, for making this special celebration possible!

We are pleased to announce that IDB Bank has recently agented $30 million in term financing to benefit a Skilled Nursing Facility located in Rhode Island. Our latest deal signals our growing Healthcare portfolio across the Northeast and beyond. Congratulations to Thierry Decembre, Senior Vice President, Healthcare, and Mike Palermo, National Head of Healthcare, for leading another successful deal for our clients! Learn more about IDB’s national #healthcare lending platform here: https://lnkd.in/e6RXTuWz #HealthcareFinancing #SkilledNursing

Our IDB team recently had the tremendous opportunity to the 19th Annual Lido Symposium in L.A., an exclusive event featuring networking opportunities, educational break-out sessions, and exciting discussions aimed around legacy growth and preservation across the #FamilyOffice space. As part of our continued partnership with Lido Advisors, LLC, we hosted a dynamic discussion featuring Avi Lieberman, Head of NY Commercial Real Estate, and Jeremy Cramer, Head of California Commercial Real Estate, who shared an important 2025 industry outlook and highlighted critical opportunities and challenges for investors amid economic uncertainty. As part of our conversation, our experts gave a deep dive on some of the most significant issues facing #investors today, including the maturing debt wall, cost of funds, ground-up #construction, the outlook on office and the  future of property conversions. Thank you to Avi, Jeremy and Lido’s Robert Marton – who moderated tour discussion. We’re proud to continue to lead important wealth, industry and planning conversations to empower family offices, and deliver insights and solutions that will create valuable opportunities. We’d additionally like to thank Christian F. R., Karan Kanapathipillai, Moti Levy, Gal Ben Naim, and Gary Pitts for representing us throughout this event.

“At the heart of IDB is a belief in enduring relationships—something I’ve always valued and will continue to champion as we move ahead. You, our clients and partners, are at the center of everything we do. My commitment is to ensure we continue to grow with you, your ambitions, and serve with purpose and care.” Avner Mendelson shares his first message to our IDB community as our new President & CEO.   Read the full message here: https://lnkd.in/eKvy46Ae #leardership #clients #community #realtionshipsfirst

“As I step down as President and CEO, I do so with great confidence about the future of IDB. I wish my successor, Avner Mendelson, great success and I am looking forward to seeing IDB continue thriving and reaching new heights under his leadership.”   Ziv Biron shares a departing message with IDB’s clients, colleagues and partners, expressing his confidence in the future of our organization as we continue to serve our global community of clients. Read the full message here:  https://lnkd.in/eXdhv3Pz

Today, we our global community in recognizing Yom HaZikaron, Israel’s national day of mourning and remembrance. As we honor the memory of both soldiers and civilians lost to acts of war and terrorism, this moment is especially meaningful, as we continue to stand with those still impacted by the Hamas attacks of October 7th. Last year, as part of our commitment to long-term recovery, our U.S.-based offices helped establish the Grove of Resilience and Hope at the entrance to Kibbutz Reim—a lasting tribute to strength, remembrance, and renewal. Continuing on our presence and commitment, this week, Sagy Aseraf, Florida Regional Manager and Head of International Private Banking, and Shimi Barazany, Head of IDB’s Israeli Representative Office had the honor of touring communities near the Gaza Border that continue to recover. A heartfelt thank you to Ravit Russo Teresh, Manager of Discount's Jerusalem and Southern Region, for her tremendous and organization in making this tour possible. Under Sagy’s stewardship, and with the of our senior leadership, IDB proudly continues to partner with meaningful, on-the-ground organizations to provide vital supplies, services, and to children, individuals, and families in need. #ADayofRemembrance #StandingWithOurCommunities

A great event connecting our clients with critical insights from our leadership. Last week, we proudly welcomed Avi Levi, President & CEO of Discount Group, to our Aventura office for an intimate in-depth discussion on the continued resilience across Israel’s economy and a 2025 macroeconomic outlook. As part of this discussion, Mr. Levi addressed the challenges and emerging opportunities in the current global economic landscape, emphasizing the strategic importance of IDB Bank — the only U.S. bank owned by an Israeli financial institution — in ing cross-border business and investment. We’d like to thank Avi for making this special event possible for our clients, and recognize Sagy Aseraf, IDB Bank Florida Regional Manager and Head of International Private Banking, who welcomed guests and set the stage for a thoughtful and timely conversation. As we look ahead to 2025, the insights shared offered valuable perspectives on navigating uncertainty and identifying growth opportunities in both the Israeli and U.S. markets.

Our 2024 Annual Report tells an important story of our financial strength and growing momentum across the regions we serve, as well as our commitment to our global community of clients. We are proud to share that our success in 2024 highlights our disciplined execution of our long-term strategy, and continued commitment to responsible governance and client success in a shifting macroeconomic environment, notably resulting in a nearly 40% increase in net income and meaningful growth across both our credit and deposits portfolios. We invite you to explore this exciting snapshot of 2024 performance, key financial results, client insights and meaningful business deals. Learn more: https://lnkd.in/etFPKzb2 #AnnualReport

We are pleased to announce that IDB Bank has recently served as Sole Lender to provide nearly $10 million in refinancing to benefit a skilled nursing facility located in Northern California. Our recent deal was successfully led by Thomas Belli, Head of California Healthcare, and marks another exciting win across our national healthcare lending platform. Congratulations to Tom on another successful deal, as we continue to expand our healthcare financing and banking business! Learn more about IDB’s Healthcare national lending platform here: https://lnkd.in/e6RXTuWz #HealthcareFinancing #SkilledNursing #Refinance