Dallas-based Springline Advisory has announced a strategic partnership with San Francisco-based IPA 300 firm SD Mayer & Associates LLP (FY24 revenue of $14.5 million) to expand its West Coast presence and enhance service capabilities.
Through the partnership, SD Mayer will gain access to Springline’s national platform, resources and growth strategy while maintaining its existing leadership team and client service model. The firms plan to collaborate on expanding offerings in client accounting and advisory services, strategic advisory and wealth planning, as well as creating additional career development opportunities.
Stephen D. Mayer, founder and managing partner of SD Mayer, said, “From day one, we’ve built SD Mayer on entrepreneurial spirit, deep client relationships, and a commitment to doing the right thing for our people and our community. Partnering with Springline allows us to invest even more in our team, expand our capabilities, including adding service lines we previously haven’t offered, expand our Bay Area footprint, and bring additional resources to our clients — all while staying true to who we are as a firm.”
Tim Brackney, CEO of Springline Advisory, said, “This partnership is a natural fit, not just strategically, but culturally. We’re excited to welcome the experience and leadership this team brings to Springline. Together, we share a deep commitment to our people, our clients, and the communities we serve, and we’re well-positioned to accelerate our expansion across the Bay Area and Northern California while continuing to deliver the high-touch, trusted service our clients expect.”
Springline Advisory continues to pursue partnerships with middle-market accounting and advisory firms across the U.S. as part of its growth strategy.
