Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, announced its partnership with Rochester, NY-based IPA 200 firm EFPR Advisory LLC (FY23 net revenue of $35.5 million), marking another significant expansion in its mission to transform middle-market advisory services by scaling with soul.
The partnership emphasizes both firms’ dedication to efficient operations and market expansion while prioritizing its people by retaining and cultivating top-tier talent and professional development programs. EFPR will be represented on Springline’s Advisory Council alongside other founding firms. The council’s charter is to foster best practices, knowledge sharing, cultural investment and strategic growth. This underscores Springline’s distinctive ‘Scale with Soul’ model.
“This partnership represents an opportunity to enhance our operational capabilities while honoring our core values,” said Jim Marasco, EFPR’s MP. “By joining forces with Springline, we’re gaining access to advanced tools and resources that will drive innovation in both our client services and internal processes. This powerful combination allows us to expand our market reach and service offerings while maintaining our commitment to our team’s growth and work-life balance.”
Partnering with EFPR expands Springline’s geographic presence into the Northeast across key markets and strengthens its service capabilities in international tax, business valuation, litigation support, forensic accounting, financial audit and tax compliance. With EFPR joining Springline Advisory, the firm’s footprint grows to more than 500 colleagues across the United States.
“EFPR’s addition to Springline represents a strong alignment of culture and strategic vision,” said Tim Brackney, CEO of Springline Advisory. “Their robust market presence, combined with their complementary service capabilities, creates significant cross-selling opportunities across our expanding geographic footprint. EFPR’s dedication to client care and service excellence alongside their enviable culture that puts people first, aligns perfectly with our mission to become the premier accounting and advisory firm serving the middle market.”
