Building Intentionally to Scale with Soul
Founding a Big, Small Firm Together
Our profession is consolidating and transforming. Clients expect greater value and efficiency. The competition for top talent has never been more intense. AI disruption and the technology investments required to stay competitive are growing every year. The middle market, in large part, is still looking for what it's always looked for: local, trusted advisors who know the business and show up like they mean it.
That tension — between the resources needed to compete and the relationships that make this work worth doing — is exactly the problem Springline was built to solve. Our big, small firm model provides national capabilities while investing deeply in local relationships. One that gives clients the benefits of scale without trading away the culture and service that earned their trust. Big firm infrastructure. Small firm feel. A new kind of firm. Built by the middle market, for the middle market.
If you've ever asked yourself what you'd build if you were starting your firm today — with the benefit of everything you've learned, the resources to invest properly, and partners who share your vision and values — that's the conversation we’d love to have.
Our Growth Story Is Still Being Written
Founded in the early 1980s, GBC has grown into a top 10 Oklahoma City-area firm, serving real estate, dealership, banking, and high-net-worth clients across Oklahoma.
The Best Investment You Can Make Is Picking Great Partners
“Joining Springline is a transformative step for our firm, our people, and the clients who have trusted us for years.” There’s a unique entrepreneurial energy in the Oklahoma market, and our team at GBC has spent decades right at the heart of it. We’re excited to welcome in a fresh perspective and new set of tools to elevate our capabilities for the Oklahoma communities we serve, all while deepening our range of solutions for clients.”
Ted Blodgett, Managing Partner, GBC Advisory,
Partnering with Springline enables us to expand our capabilities and opportunities without compromising the culture that defines our firm. The Scale with Soul philosophy deeply resonates with us, reflecting how we’ve always approached growth — doing right by our employees, investing in leadership, and continuing to drive exceptional results for our clients.
Deborah Sundermann, Managing Partner,
Cg Advisory
From day one, we’ve built SD Mayer on entrepreneurial spirit, deep client relationships, and a commitment to doing the right thing for our people and our community. Partnering with Springline allows us to invest even more in our team, expand our capabilities, including adding service lines we previously haven’t offered, expand our Bay Area footprint, and bring additional resources to our clients — all while staying true to who we are as a firm.
Steve Mayer, Managing Partner,
SD Mayer
We’ve always prioritized an employee-centric culture and delivering thoughtful, high-impact advisory services with a personal touch. Partnering with Springline Advisory aligns with our values and long-term vision, providing support as we continue to grow while staying true to our culture and the relationships we’ve built with our clients.
Christy Paddock, Managing Partner,
Christy Paddock Advisors
Joining Springline Advisory positions ARC to help build something bigger—a leading, national insurance practice with the scale, systems, and expertise to serve enterprise insurers end-to-end. It’s an opportunity to amplify our actuarial and software capabilities, modernize with purpose, and continue delivering the accuracy and accountability our clients rely on.”
Brenna Gardino, Managing Partner,
ARC
By joining Springline, we’re gaining access to enhanced resources and expanded market reach that will drive innovation in our client services. Most importantly, this partnership allows us to maintain our commitment to our team’s professional growth and development while delivering exceptional value to clients across borders.
Vivek Shah, Managing Partner,
Infinity Globus
This partnership represents an opportunity to enhance our operational capabilities while honoring our core values. This powerful combination allows us to expand our market reach and service offerings while maintaining our commitment to our team’s growth and work-life balance.
Jim Marasco, Managing Partner,
EFPR Advisory
Joining forces with Springline is a natural fit. Together, we’re excited to provide even greater value to our clients, increase professional development opportunities for our teams, and to build on our legacy of excellence.
Sheri Fiske Shultz, Managing Partner,
Fiske Advisory
The heart and soul of our partnership is built on the trust and faith our clients continue to place in our shared commitment to excellence. Together, we’re even better positioned to expand our capability to provide high-quality, innovative services and support to our clients and create even greater opportunities for our outstanding team. Simply put, I’m truly excited to see all we will build together as we Scale with Soul.
Susan Adams, Managing Partner,
HM&M Advisory
Joining Springline as a founding firm member allows us the opportunity and privilege to continue to create impact not only in our community but within the industry, too.
Ed Clark, Founding & Co-Managing Partner,
Clark, Raymond & Company Advisory
At BGBC, we’ve always prioritized an employee-centric culture, striving for excellence with a personal touch combined with exceptional client service. Joining Springline aligns perfectly with our values, allowing us to scale our business while maintaining the trusted relationships we’ve built with our clients and commitment to preserving our firm culture.
Shelley Mattaliano, Managing Partner,
BGBC Advisory
Our rallying cry at MarksNelson is ‘Move Forward,’ and we’re proud to link arms with Springline as we build the premier business advisory firm in the U.S.
Josh Beck, Managing Partner,
MarksNelson Advisory
Unlocking Growth: How Value Gets Created Here
Go-To-Market Engine
Go-To-Market Engine
Cross-Selling Culture
Cross-Selling Culture
Strategic Pricing
Strategic Pricing
Talent Capacity
Talent Capacity
Global Operations
Global Operations
Shared Services
Shared Services
We Were Built for This Moment
Our industry is changing faster than you can say, “CPA.”
With clients expecting greater business impact and advanced capabilities and talent demanding more flexibility and thriving cultures, we’re poised to deliver an unmatched value proposition to firm founders seeking to scale faster rather than trudge through the complexities of going it alone.
Connecting the Dots from LOI to Integration
The path from a first conversation to a fully integrated partnership is one we've walked with every founding firm that’s joined us. Many firms know how to close a transaction. Far fewer know how to guide people through what comes next with clarity, empathy, and momentum. We don’t believe in forcing sameness on day one. We believe in building trust, sequencing change, and getting better together.
Springline’s integration team guides your journey at every stage, not hand you a playbook and wish you luck. Our process is co-developed, paced thoughtfully, and organized around the experience of people and clients — not just functional workstreams. Our shared priorities are simple: maximize the employee experience, minimize client and operational disruption, and accelerate growth early.
Keystone: Amplifying Our Collective Strengths
Considering Your Options?
We're not for everyone. And that's by design. We're seeking firms that share our values, care deeply about their people and clients, and want to be part of building something exceptional.
If you're thinking about your firm’s next chapter — whether that's succession planning, growth capital, or finding the right partner — we'd love to meet you.
- Confidential, no-pressure conversations
- Learn about our partnership model
- Understand how we support firm transitions
- Hear from founding firm partners who've joined Springline
Let’s Start a Conversation
