SBF Advisors & Hoerber Tillman Merge in Tampa Bay

St. Petersburg's SBF Advisors, a well-established financial firm, has announced a merger with Tampa-based Hoerber Tillman & Company (HTC). This strategic move aims to extend the scope of services and resources available to clients, with all HTC staff joining SBF to deliver enhanced value and meet diverse client needs, demonstrating a significant drive to boost service offerings in the Tampa Bay area.

St. Petersburg-based SBF Advisors, an IPA 400 firm with fiscal year 2023 net revenue of $16.1 million, has announced a merger with Tampa-based Hoerber Tillman & Company (HTC).

Strategic Expansion

This merger aims to broaden the range of services and resources available to clients, enhancing the value provided and better addressing diverse client needs. All HTC partners and employees will join SBF as part of this integration.

Leadership Insights

Sarah Hoerber, founder of HTC, emphasized the benefits for clients, stating that the merger offers an opportunity to provide a broader range of services and access to combined resources, further elevating the value delivered and better addressing diverse client needs.

David Harper, partner at SBF, highlighted the strategic advantages, noting that the merger presents a strategic opportunity to further strengthen advisory services. He expressed enthusiasm about leveraging the deep industry knowledge and extensive experience that Sarah and Lisa bring to the table and welcomed them to the team.

Operational Continuity

Both firms will continue to operate under their respective brands into 2025, with no immediate changes to contact information. Discussions regarding potential brand integration, including a new firm name, are planned for the coming months.

This merger reflects a strategic effort to enhance service offerings and deliver greater value to clients in the Tampa Bay area.

Until next time…

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SBF Advisors and Hoerber Tillman & Company Merge to Enhance Tampa Bay Services

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