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January 30, 2025
Anne Leal Joins Springline Advisory as Chief Administrative Officer
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Anne Leal joins Springline Advisory’s executive team as the new Chief Administrative Officer. Anne brings an unparalleled track record in operational excellence and people leadership from her time as a partner and COO at MarksNelson,...
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January 17, 2025
Springline Advisory Announces Partnership with Fiske Advisory LLC
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Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, announced its partnership with South Florida-based business advisory firm Fiske Advisory LLC. “Joining forces with Springline Advisory is a natural fit,” said Sheri Fiske...
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January 15, 2025
Springline and Fiske enter alliance
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US-based business advisory firm Springline Advisory has partnered with compatriot Fiske Advisory, an accounting, tax, and business advisory services provider. This collaboration will allow Fiske to tap the resources and broader network of a larger...
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January 14, 2025
Springline Advisory invests in Fiske Advisory
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Springline Advisory, a financial and business advisory firm backed by the private equity firm Trinity Hunt Partners, has partnered with Fiske Advisory LLC, a South Florida-based business accounting, tax, business valuation and advisory services firm. ...
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December 16, 2024
Puget Sound Business Journal – M&A News
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Mergers and acquisitions Redmond Accounting Firm Acquired by Private Equity-Backed Dallas Group Puget Sound Business Journal The deal is part of Springline Advisory’s “buy and build” model that has included acquisitions in Kansas City, Indianapolis and...
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December 13, 2024
Springline Advisory and HM&M Advisory Partner for Financial and Business Services
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Through this alternative practice structure, Springline Advisory will give HM&M greater access to the capabilities and geographic reach of larger firms without compromising the depth of relationships, care and service its clients know and love....
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December 12, 2024
Springline Advisory partners with HM&M to enhance growth
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Springline Advisory has entered into a partnership with tax, assurance, and accounting services firm HM&M Advisory in the US, for growth and reach. The partnership, structured as an alternative practice, will enable HM&M to leverage...
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December 12, 2024
Springline Advisory Announces Partnership with HM&M Advisory, LLC – Inside Public Accounting
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Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, announced its partnership with Dallas-based IPA 300 firm HM&M Advisory, LLC (HM&M) (FY23 net revenue of $21.9 million). Through this alternative practice structure, Springline...
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December 12, 2024
Redmond accounting firm acquired by private equity-backed Dallas group
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The deal is part of Springline Advisory’s “buy and build” model that has included acquisitions in Kansas City, Indianapolis and the Dallas/Fort Worth area since September....
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December 12, 2024
Springline Advisory Adds HM&M Advisory
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HM&M Advisory is a Dallas-based tax, assurance and accounting services firm....
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December 11, 2024
Springline Advisory adds HM&M and Clark, Raymond
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Springline Advisory, backed by private equity firm Trinity Hunt Partners, has invested in two more accounting firms, HM&M Advisory, based in Dallas, and Clark, Raymond & Co. in Redmond, Washington....
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December 11, 2024
Springline Advisory and HM&M Join Forces for Enhanced Growth
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Springline Advisory, a prominent financial and business advisory firm, is excited about its new partnership with HM&M Advisory, LLC. This collaboration promises to enhance growth and expand service reach in the financial and accounting sectors....
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November 27, 2024
Abhesh Kumar Joins Springline Advisory
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Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, welcomes Abhesh Kumar as chief technology officer. In a time where lack of tech adoption troubles the accounting industry, Kumar will drive Springline’s tech strategy to...
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February 14, 2024
Trinity Hunt Targets Small-Cap Companies with $700M Fund
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It took less than five months for Trinity Hunt Partners to close its 7th flagship fund, its largest by far. The Dallas shop has doubled its staff over the last two years and completed 30...
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February 14, 2024
PE firms expand accounting investments
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Private equity firms are making further inroads in the accounting profession, with two PE-backed firms, Ascend and Springline Advisory, announcing a series of deals....
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February 12, 2024
CPA Firm BGBC Joins Forces with Springline Advisory
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Dallas-based business advisory platform Springline Advisory, which officially launched last month with backing from Dallas private equity firm Trinity Hunt Partners, has added BGBC, an accounting and advisory firm in Indianapolis. Financial terms of the deal weren’t...
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February 6, 2024
Trinity Hunt Partners raises $700M for its largest fund yet
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Trinity Hunt Partners last raised $460 million for a flagship fund in 2021. The firm’s latest fund represents an increase of more than 52% in capital commitments that will support the continued investment in lower-middle...
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February 2, 2024
Springline Advisory Invests in BGBC Advisory
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Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, has made a strategic investment in BGBC Advisory of Indianapolis. Kyle Simmerman, MP at BGBC, expressed enthusiasm for the partnership,...
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