Announced
Synopsis
Cerity Partners, an independent wealth management firm, agreed to acquire Fishman Block + Diamond, an independent, full-service accounting, tax and business advisory firm. Financial terms were not disclosed. "When it comes to accounting and tax services, our colleagues at FBD bring an unparalleled level of service to meeting high-net-worth clients' complex needs. Their team's collaborative approach to working with individuals and families make them an ideal partner to carry out our client-first commitment, and strengthen our offering in Los Angeles, a key market for Cerity Partners," Kurt Miscinski, Cerity Partners CEO.
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