Dallas-based financial and business advisory platform Springline Advisory, which provides accounting and advisory services to the middle market, announced a strategic partnership with SD Mayer, a full-service accounting, advisory, and wealth management firm based in San Francisco.
Springline, which officially launched in January 2024 with backing from Dallas private equity firm Trinity Hunt Partners, said it views this collaboration as a key pillar for expanding its geographic footprint on the West Coast and bolstering its existing capabilities.
Through this partnership, SD Mayer will access Springline’s national platform, resources, and growth playbook while continuing to operate with the same leadership team and client service model.
“Together, the firms will collaborate to enhance SD Mayer’s offerings in areas such as client accounting and advisory services, strategic advisory, and wealth planning, and to create new opportunities for team development and career growth,” Springline said in a March 19 media release.
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SD Mayer now says on its website that it’s “a Springline company.”
“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,” Stephen Mayer, founder and managing partner at SD Mayer, said in a statement. “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.”
An INSIDE Public Accounting top 400 firm, SD Mayer provides tax, outsourced accounting, business advisory, and wealth management services to privately held businesses, nonprofit organizations, and high-net-worth individuals throughout Northern California and across the country. The firm’s integrated approach helps clients navigate every stage of the business and life cycle—from startup and growth to transition, succession, and legacy planning.
“This partnership is a natural fit, not just strategically, but culturally,” Tim Brackney, CEO of Springline Advisory, said in a statement “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.”
Allan Koltin, CEO of Koltin Consulting Group, who advised both Springline Advisory and SD Mayer on the transaction, said, “Springline Advisory’s expansion into the San Francisco Bay area is a meaningful step in their growth journey. SD Mayer has earned a reputation for deep expertise and a genuine commitment to client service. Their team was especially enthusiastic about working with Springline’s leadership team, whose culture, vision, and approach resonated strongly with them. This partnership is about more than geography—it’s about uniting firms that share a pragmatic mindset and a people-first philosophy. Springline remains highly selective in its M&A approach, and SD Mayer stood out as a firm that truly fits their values and ambitions.”
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