Springline Advisory Partners with HM&M Advisory, LLC to Drive Growth and Innovation in the Middle Market

Springline Advisory Partners with HM&M Advisory, LLC to Drive Growth and Innovation in the Middle Market

Dallas, TX – December 11, 2024 – Springline Advisory, a pioneering financial and business advisory platform backed by Trinity Hunt Partners, has announced its partnership with Dallas-based HM&M Advisory, LLC (HM&M), a firm with FY23 net revenue of $21.9 million. This strategic collaboration is designed to empower HM&M with expanded resources and reach while preserving its hallmark personalized client service and deep relationships.

A Transformational Partnership

“This is a pivotal moment for HM&M,” said Susan Adams, Managing Partner at HM&M. “This strategic combination will allow us to leverage the strengths of a larger firm while maintaining the personalized service and deep client relationships that have always defined us. This partnership will empower us to provide even more comprehensive and innovative solutions to our clients and create more opportunities for our people.”

Through Springline Advisory’s alternative practice structure, HM&M will benefit from the capabilities and geographic reach of larger firms while maintaining its independent culture. As a founding firm, HM&M gains a seat on the Springline Advisory Council, providing a platform to influence the direction and innovation of the collective firm.

Shared Vision and Values

“This partnership is about increased opportunities for our people, amplifying our collective expertise for our clients, and redefining possibilities in the middle market,” said Tim Brackney, CEO of Springline Advisory. “HM&M’s four decades of professional excellence make them a perfect fit for the firm we’re building. Together, we will continue to deliver exceptional client value and maintain our people-first culture while building the middle market accounting and advisory firm of the future.”

HM&M: A Legacy of Excellence

With over 40 years of service in the Southwest, HM&M has established itself as a trusted provider of tax, assurance, accounting, and advisory services. Recognized among North Texas’ top 20 accounting firms by the Dallas Business Journal, HM&M serves industries such as agriculture, construction, oil & gas, mining, and real estate, while offering specialized services in business valuation and litigation support. Its team of over 100 professionals includes next-generation leaders poised to drive future growth.

Expanding Springline’s Impact

Springline Advisory’s unique “Scale with Soul” philosophy focuses on intentional growth, enabling middle-market firms to expand capabilities while enhancing client services and team opportunities. The addition of HM&M expands Springline’s reach in key industries and bolsters its service offerings.

“HM&M was a highly sought-after firm by many larger organizations,” noted Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the deal. “They’ve found an ideal partner in Springline, which aligns with their strategic, cultural, and growth goals.”

About Springline Advisory

Springline Advisory is redefining the accounting and advisory landscape for middle-market firms. Backed by Trinity Hunt Partners, Springline takes a collaborative and transparent approach to help entrepreneurial, culturally driven firms achieve next-level growth while maintaining their independence and values.

For more information, visit www.springlineadvisory.com.

About HM&M Advisory, LLC

Founded over 40 years ago in Dallas, HM&M provides comprehensive accounting, tax, and advisory services with a focus on personalized client relationships. The firm’s expertise spans multiple industries, offering specialized services in business valuation, litigation support, and more.

This partnership exemplifies a shared commitment to innovation, culture, and long-term success, positioning Springline and HM&M as leaders in the middle-market accounting and advisory sector.