Explore Springline’s news and media mentions, industry perspectives, and our latest thinking. From thought leadership to mid-market trends to insights that fuel success, we’re here to help you gain a competitive edge with actionable takeaways that are shaping today’s business conversations.
Springline in the News
Springline Advisory Expands with EFPR Partnership, Establishing Presence in the Northeast
March 3, 2025
The recent announcement from Springline Advisory welcoming EFPR Advisory, a leading accounting and business consulting firm based in Rochester, New York, attracted some media attention from both local business outlets and trade publications this month. Springline announced the new partnership on Feb. 27 and emphasized both firms’ dedication to efficient operations and market expansion, while prioritizing its people by retaining...
Anne Leal Joins Springline Advisory as Chief Administrative Officer
January 30, 2025
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, a founding Springline firm. As CAO, Anne oversees Springline’s founding firm member integration, program management, and internal event strategy and serves as Springline’s APS compliance...
Springline Advisory Announces Partnership with Fiske Advisory LLC
January 17, 2025
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 Schultz, MP of Fiske Advisory LLC. “Their commitment to delivering exceptional client service and their strong cultural alignment with our values of professionalism, integrity and...
Latest Insights
The Making of First-Time Leaders: How Springline Develops Managers Who Lead with Purpose
October 30, 2025
When someone steps into their first leadership role, the transition can be both exciting and intimidating. At Springline, we believe great leaders aren’t simply promoted. They’re prepared. In a new HR.com feature, Erin McAuley, our Chief People Officer, and members of Springline’s Learning & Development Steering Committee share how we equip emerging leaders through our firm’s LEAP program and values-driven approach. From early...
AI as a Strategic Differentiator: Springline Featured in Preqin’s 2025 Report
October 30, 2025
Artificial intelligence is reshaping how firms across finance and advisory deliver insight, efficiency, and client value. The newly released Preqin Service Providers in Private Markets 2025 report — published by Preqin, a subsidiary of BlackRock — explores how leading tech executives are harnessing AI to create differentiation and drive smarter decision-making in an increasingly complex market. Among the voices featured is...
Scaling with Soul: Balancing Growth With Purpose – A Conversation with Tim Brackney on To Lead is Human
October 23, 2025
In the latest episode of To Lead is Human, our CEO Tim Brackney joins host Sharon Richmond for a candid conversation about leading a fast-growing, national accounting and advisory firm with heart. For Tim, leadership isn’t just about the “Xs and Os” of the business—it’s about the people who make those plays possible. A lifelong student of teamwork (and a...
Press Releases
Springline Advisory Announces Partnership with Infinity Globus and Smart Accountants, Expanding Global Capabilities and International Presence
November 5, 2025
DALLAS — November 5, 2025 — Springline Advisory, a trailblazing financial and business advisory firm, today announced a strategic partnership with Infinity Globus and Smart Accountants. This collaboration significantly expands Springline’s international footprint, enhances service delivery capacity, and accelerates its mission to transform middle-market advisory services through global talent integration. Infinity Globus, a premier outsourcing provider for tax and accounting...
Three Founding Firms of Springline Advisory Receive Prestigious Employee Recognition Award
September 9, 2025
DALLAS, Sept. 9, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today is delighted to announce that three of its founding firms — Clark, Raymond & Co., Fiske Advisory and MarksNelson Advisory — have been recognized in Accounting Today’s 2025 “Best Firms to Work For” list. Clark, Raymond & Co. ranked fourth and Fiske ranked 33rd on the Best Small Firms to Work For list, while MarksNelson ranked 40th on the Best Midsized Firms to...
Springline Advisory Earns Breakthrough Culture Award for Exceptional Workplace Culture
June 24, 2025
DALLAS – June 24, 2025 – Springline Advisory, a trailblazing financial and business advisory firm, today announced it has been honored with a 2025 Breakthrough Culture Award. This prestigious award recognizes America’s top breakthrough companies to work for, placing Springline alongside industry innovators such as Eleven Labs, Notion, and TheOrg. The Breakthrough Culture Awards spotlight organizations that champion their people...
Watch Us Grow
Global Reach. Local Roots.
November 5, 2025
From the Historic Heritage of Ahmedabad to a Global Platform of Possibility In a place whose historic walled core became India’s first UNESCO World Heritage City and whose spirit of enterprise is second nature to every Amdavadi, this partnership illustrates what happens when great teams find greater alignment. It’s fitting, then, that these founding firms hail from this dynamic city—a...
From the Finger Lakes to Financial Heights: EFPR Advisory Proudly Partners with Springline
February 26, 2025
Western New York is a region renowned for its scenic geography, rich history in innovation and industry—and now marks a new chapter in its legacy. We’re thrilled to announce that EFPR Advisory, LLC, a distinguished accounting and business consulting firm deeply rooted in Rochester, has joined forces with Springline Advisory. This partnership not only amplifies our presence in the Northeastern...
Bringing the Magic City to Springline: Fiske Advisory Joins Our Team
January 14, 2025
Miami is known for its vibrant culture, sunny skies, and bold ambitions—and now, it’s home to the newest chapter in Springline Advisory’s story. We are thrilled to welcome Fiske Advisory, LLC, a South Florida powerhouse in business advisory, litigation support, and business valuation, to the Springline team. This partnership isn’t just about growth; it’s about creating opportunities for clients, teams,...