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About NFI Partners

The only independent accounting and business advisory firm:
— bringing together, under a single banner, certified public accountants qualified in Israel and in France;
— bringing its clients business and investment know-how and experience reaching well beyond traditional accounting.

Our clients benefit from a thorough command of their situation, of the applicable regulations, and of the cultural specificities of each jurisdiction. Our partners respond to their various cross-border needs in a fully harmonized and synchronized manner.

The result of an alliance between certified public accountants with multidisciplinary backgrounds.

The professional background of our partners — Marc Allouche and Shlomo Avikser — spans five complementary business lines, in both countries: accounting and audit, tax advisory, strategic and financial advisory, business creation, management and supervision, and alternative investments management (notably venture capital and real estate). We therefore have an intimate understanding of the challenges facing our entrepreneur and investor clients, since this reflects our own DNA.

This transversal professional and cultural capacity allows us to offer a wide range of services to our clients, both businesses and individuals.

We are committed to building, over time, a virtuous cycle of value creation for them by offering innovative and practical solutions. This approach, combined with the sector expertise our partners have developed throughout their careers, particularly in innovative technologies and real estate, enables us to deliver a truly bespoke, best-in-class service.

We are not French-speaking Israeli accountants.

Nor are we French accountants who happen to speak Hebrew.

We are certified public accountants, seasoned multidisciplinary professionals, qualified in Israel and France. Specialists in business and investment matters in both countries, we advise individuals and companies in both jurisdictions.

NFI Partners is a unique player on the France–Israel axis.

The ideal partner to secure and propel your projects.

Our clients notably include international groups, investment funds, companies and startups looking to expand into Israel or France, relying on an advisory partner fully versed in the customs and practices of the local business environment.

Our clients also, of course, include “Olim Hadashim” and “Toshvim Hozrim” from French-speaking countries (France, Belgium, Switzerland). Among them are entrepreneurs, investors, business owners, as well as employees and retirees, all seeking to optimize their integration and their interests in Israel.

Some of them have retained a business or a company in France. And they know all too well the ordeal of relying on a different accounting firm in each country and the constant fear of an inconsistency between two jurisdictions. NFI Partners is their one-stop shop — a single point of contact who masters both jurisdictions and coordinates the various parties involved where required.

We also support Israeli individuals and investors with economic interests in France and Europe. Some have settled in France, from where they run their business affairs while, in some cases, retaining an activity in Israel.
Here too, NFI Partners is their single point of contact between the two jurisdictions.

Our Partners

Our team is unique in the market: a dual accounting, legal and tax qualification and experience France/Israel, combined with a first-rate background in both strategic and financial advisory and the investment world in the two countries.

Our partners, with deeply complementary backgrounds, combine their professional, sector and geographic expertise to generate rare and lasting added value for our clients.

Marc AllouchePartnerIsrael/FranceMore details
Shlomo AvikserPartnerIsraelMore details

Marc leads the strategic development of NFI Partners.

His dual Israel/France expertise allows him, in particular, to advise our clients on the many accounting, economic, legal and tax matters involving both jurisdictions.

Drawing on a multidisciplinary background, he also leads our strategic and financial advisory activities, as well as our alternative investments advisory activities, with a particular focus on cross-border France–Israel matters.

Bicultural, Marc is French by origin and has lived in Israel for a very long time. He is trilingual.

A Chartered Accountant and Statutory Auditor qualified in France ("DEC"), he is also in the final stage of accreditation with the Israeli Institute of Certified Public Accountants ("Roe Heshbon"). This should make him one of the very few practitioners in the market to hold this qualification in both France and Israel.

He also holds a dual academic background: through the renowned “MSTCF” Master from Université Paris Dauphine – PSL in France (following a BA in Economics from the same institution), and through a dedicated program for foreign chartered accountants at The Open University in Israel (where he was a pioneer as a French chartered accountant) focused on taxation (both local and international), business law and corporate law.

As early as 1998, Marc became the first European Chartered Accountant to relocate to Israel within a Big 4 firm (Israeli Institute of Certified Public Accountants). His certification’s thesis already explored the pioneering theme of strategic development opportunities for French corporations in Israel. In particular, while already identifying Israel's appeal as a destination for investment in innovative technologies, he also examined further certain aspects of the France–Israel tax treaty.

Since then, he has built a recognized expertise in investments and business between the two countries. Particularly within the realm of innovative industries.

Before laying the foundations of NFI Partners, Marc built a rich and diversified professional career, both in Israel and in France.

He has worked across three complementary disciplines, on an international scale:

  • statutory audit, transaction services (due diligence), strategic advisory and corporate finance (fundraising / mergers and acquisitions, notably between European and Israeli operators);
  • alternative investments in general (private equity, real estate, hedge funds) and venture capital within Israel's thriving startups ecosystem in particular;
  • creation, management, oversight and turnaround of companies (both private and publicly listed — Nasdaq/TASE) and of professional practices.

Marc has pursued a firmly entrepreneurial path, both fully independently and within leading organizations. He worked for firms such as PwC (France/Israel — one of the world’s leading audit-advisory firms), which later became KPMG Somekh Chaikin (Israel — co-founder of the Technology Group within one of the country’s most prestigious audit-advisory firms), Nessuah-Zannex Venture Capital / US Bancorp Piper Jaffray (Israel/USA — an Israeli venture capital fund operating in partnership with a leading US investment bank, today Piper Sandler), Russell Bedford International (France/UK — founder of the Private Equity Advisory Group within one of the world’s top accountants, auditors, business consultants & tax advisers networks), SGPA (France — a family office specialising in private equity), Harel Insurance & Finance (head of alternative investments for one of Israel's leading institutional investors) and Hutchison Kinrot (an Israeli seed fund born of the alliance between the global Hutchison Group conglomerate and the Israel Innovation Authority). He also served as CEO and as a Board of Directors member, Audit Committee member and Chairman of the Strategic Committee of private and public companies, in Israel as well as in France.

← Our Partners

Shlomi leads our accounting and statutory audit activities, as well as our tax advisory activities, in Israel.

He also handles international tax matters of our clients.

His background in economic advisory strengthens our strategic and financial advisory practice, while his expertise in the Israeli real estate sector helps us provide our clients with the best possible advice on property acquisitions.

Shlomo (Shlomi) is a Certified Public Accountant qualified in Israel.

He also holds a B.A. in Economics and Accounting from the prestigious Bar-Ilan University.

Shlomi has more than 20 years of rich and varied experience in the world of accounting and corporate finance in Israel.

His professional career spans the full spectrum:

  • accounting services for individuals, SMEs and international groups;
  • financial controllership for private subsidiaries of large groups;
  • tax advisory for individuals and businesses;
  • statutory audit and financial audit within a Big 4 firm;
  • economic advisory and corporate finance (business planning, valuations, government grants).

Over the course of his career, Shlomi has thus developed strong expertise in the field of accounting in Israel:

  • bookkeeping and preparation of financial statements (including consolidated accounts);
  • tax advisory across a wide range of areas (tax planning, investment incentive law, annual filings, wealth declarations, VAT declarations, social security);
  • accounting and financial reporting to investors or parent companies;
  • preparation and monitoring of operating budgets;
  • economic advisory (including efficiency measures for companies and household financial management);
  • statutory audit for private and listed companies.

In particular, he has built extensive experience in the industrial, financial, commercial, real estate development and income-producing property sectors in Israel.

With an intimate knowledge of the Israeli economic landscape, he combines rigorous execution, a thorough command of local administrative processes, and hands-on pragmatism.

He worked for leading organizations such as KPMG Somekh Chaikin (Israel — one of the country’s most prestigious audit-advisory firms), Agan Chemicals (Israel — now ADAMA, a world leader in crop protection) and Mintz Gedge & Co CPA (Israel — a renowned accounting firm), and has since worked as an independent practitioner.

This career path — spanning a global audit firm, a corporation, a mid-sized accounting firm and independent advisory activities — gives him a rare professional depth in the world of accounting. Shlomi stands out for his ability to adapt to clients with very different profiles.

← Our Partners

Our Services

For our individual clients and their families: we support them in organizing a smooth and well-managed life transition between France (as well as Belgium and Switzerland) and Israel, or in the opposite direction, between Israel and France. Then through the following stages of their integration: business creation and development, employment, investments.

For our corporate clients: we assist independent companies, international groups, investment funds as well as high-potential startups, in their strategic development and in the sound management of their business across the different stages of their growth — in Israel and/or in France.

Whether you are an individual or a company, our value-creation circle relies on the following four service lines:

As its name suggests, NFI Partners' philosophy is to build, with its clients and beyond that with certain key players within its ecosystem, multilaterally beneficial partnership relationships, and therefore lasting ones.

Accounting and Audit

  • Assistance with company formation (choice of legal structure, legal structuring)
  • Bookkeeping and preparation of annual financial statements
  • Cost accounting and management control
  • Financial management advisory
  • Banking advisory (credit, refinancing)
  • Outsourced CFO services
  • Contractual audit: accounting, financial, tax
  • Statutory audit

Tax Advisory

  • Tax planning (particularly ahead of Alya / establishment)
  • Tax filings
  • Wealth declarations in Israel
  • Specialized advisory for olim hadashim (new immigrants) and toshavim hozrim (returning Israelis)
  • Tax optimization, notably considering the France–Israel tax treaty
  • Day-to-day tax advisory in Israel and France

Strategic and Financial Advisory

  • Market analysis
  • Business planning
  • Business launch support
  • Strategy and management advisory
  • Business advisory, taking cultural specificities into account
  • Business development support: go-to-market strategy, identifying potential partners and clients, deal structuring
  • Corporate finance: fundraising advisory / mergers and acquisitions
  • Transaction services: strategic, financial, tax and operational due diligence
  • Turnaround / Restructuring advisory

Alternative Investments Advisory

We support some of our clients in structuring and securing their investments within specific asset classes.

For example, we assist individuals with economic, financial and tax matters to best structure their real estate investments in Israel.

We also advise certain of our clients (individuals and investment funds) on private equity investments in Israel: high-potential startups as well as more established companies.

Our team's background in private equity, real estate investments and equity markets, as well as in investment banking, allows us to offer our clients privileged, informed access to these opportunities.

Our services cover:

  • Designing a tailored investment thesis
  • Identifying investment opportunities
  • In-depth analysis of these opportunities (due diligence)
  • Structuring the transaction (business, financial and tax aspects)
  • Negotiation / closing in the best interests of our clients
  • Investment oversight and monitoring

Contact Us

NFI Partners is the only structured, premium,
multidisciplinary bridge between France and Israel.

Tel Aviv / Ashdod / Paris

info@nfi-partners.com

NFI Partners on LinkedIn

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