Fishman Block + Diamond LLP

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Fishman Block + Diamond LLP - overview

Established

1980

Location

-, CA, US

Primary Industry

Financial Services

About

Founded in 1980 and based in California, US, Fishman Block + Diamond LLP specialises in providing tailored services in real estate, multi-generational wealth transfer planning, family office management, and business advisory services. In December 2024, Cerity Partners LLC, a portfolio company of Lightyear Capital and Genstar Capital Partners, agreed to acquire Fishman Block + Diamond LLP. Fishman Block + Diamond LLP (FB+D) offers a comprehensive suite of accounting and advisory services to high-net-worth individuals and entities in the real estate sector. The core product offerings include income tax planning, tax compliance services, real estate planning and structuring, business advisory and consulting, and multi-generational wealth transfer planning.


The firm also specialises in family office services and entertainment business management, facilitating long-term financial planning for clients navigating complex financial landscapes. FB+D serves a diverse clientele that includes family offices, real estate investors, and businesses needing tailored financial guidance.


Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services

Website

www.fbco.com/

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Fishman Block + Diamond LLP - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onAnnouncedFishman Block + Diamond LLP-

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