This combination brings Fishman Block + Diamond, LLP's sophisticated tax advisory capabilities to Cerity Partners
NEW YORK and DALLAS and WEST PALM BEACH, Fla., Dec. 17, 2024 - Republic Capital Group ("Republic"), an M&A advisory firm specializing in providing investment banking services to the financial services industry, is pleased to have served as exclusive investment banking advisor to Fishman Block + Diamond LLP ("FBD") on its acquisition by Cerity Partners ("Cerity").
FBD is an independent, full-service accounting, tax and business advisory firm, based in Encino, California. This partnership will deepen Cerity Partners' tax offerings by adding 47 experienced professionals, while providing high-net worth clientele with an expanded suite of tax, family office and business management capabilities.
"FBD and Cerity are two outstanding firms. Steve Fishman and his team are clear leaders in the marketplace with an impressive history of growth and dedication to client service," said John Langston, Founder and CEO of Republic. "This combination continues the evolution of the wealth management industry to offer sophisticated tax planning and execution for clients."
"It is exciting to see two firms join together with a shared vision of delivering exceptional service to clients. Steve and his partners, Gary and Josh Diamond, have built FBD into an industry-leading firm, and it was a pleasure working with them to accomplish this transaction," commented Blake Cargill, Partner and Managing Director of Republic.
About Republic Capital Group
Republic Capital Group is an M&A advisory firm specializing in providing investment banking services to the RIA, wealth and asset management communities and their clients. We partner with firms that are at the leading edge of M&A activity and are active participants in the transformation of the industry.
For more information, please visit republiccapgroup.com and follow us on LinkedIn: linkedin.com/company/republic-capital-group.
Republic Capital Group - securities offered through Kingswood Capital Partners, LLC.
SOURCE Republic Capital Group
