20 MAR 2026 / M&A UPDATES

Springline Partners With SD Mayer

- MYCPE ONE Insights Team

Summary

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Springline Advisory has announced a strategic partnership with SD Mayer & Associates, aiming to expand its West Coast presence and boost its advisory abilities. Through the partnership, SD Mayer will utilise Springline’s national platform, resources and growth strategy, with both entities aiming to deepen regional capabilities within middle-market firms.

Springline Advisory has entered into a strategic partnership with SD Mayer & Associates, expanding its presence on the West Coast and strengthening its advisory capabilities.

Under the partnership, San Francisco-based SD Mayer will gain access to Springline’s national platform, resources and growth strategy while retaining its existing leadership team and client service model. The firms will collaborate to expand offerings across client accounting and advisory services, strategic advisory and wealth planning.

The combination is expected to enhance service delivery and create additional career development opportunities for professionals across both firms. Leadership from both organizations highlighted strong cultural alignment and a shared focus on client relationships and long-term growth.

The move supports Springline’s broader strategy of partnering with middle-market firms to build scale and deepen capabilities in key regional markets, particularly across the Bay Area and Northern California.

Until next time…

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Springline Partners With SD Mayer

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