Case Study: Fishman Block + Diamond refreshes its brand and wins a major merger with Sagon-Phior

Fishman Block + Diamond merges within one month after brand refresh with Sagon-Phior

Sagon-Phior partnered with Fishman Block + Diamond, an independent accounting and advisory firm specializing in high-net-worth clients. The firm, which had a forty-year legacy, faced the challenge of needing a brand refresh to better position itself in the competitive CPA marketplace and enhance its recruitment efforts.

To address this, Sagon-Phior performed a detailed brand and market analysis, leading to a strategic rebrand that included a new style guide, identity, and updated website. The solution also featured a new tagline and a series of videos highlighting the firm's key differentiators. Following the brand redevelopment and website launch, Fishman Block + Diamond merged with a global financial advisory company reporting over $86 billion in assets within just one month.

Fishman Block + Diamond