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SD Mayer Advisory Acquired by Springline Advisory

Announced
Financial ServicesCaliforniaAdd-on

Deal Overview

Springline Advisory has announced a strategic partnership with SD Mayer Advisory, LLC as an add-on to expand its West Coast presence. The announcement positions SD Mayer as joining Springline’s platform through a partnership structure rather than a disclosed purchase price.

The provided deal details do not include financial terms, deal value, or closing timing, but the stated objective is geographic expansion on the West Coast.

Key Details

Transaction
Springline Advisory acquires SD Mayer Advisory

Source

Read full article on news.google.com

via GN - accounting CPA firm · March 19, 2026

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