Lippes Mathias LLP served as legal counsel to EFPR Advisory, LLC in its partnership with Springline Advisory, a transaction that enhances EFPR’s ability to scale its business while maintaining its strong reputation in the accounting and consulting industry. The collaboration expands Springline’s presence in the Northeast and strengthens its capabilities in business valuation, forensic accounting, audit, tax compliance, and M&A advisory services. 

EFPR Advisory, with offices in Rochester, Buffalo, Corning, and Jupiter, Fla., provides a comprehensive range of tax, audit, and consulting services to businesses and individuals. The partnership, structured through an alternative practice arrangement, reflects the increasing role of private equity-backed investments in the accounting sector. 

The Lippes Mathias deal team was co-led by John J. Koeppel (Partner and Private Equity/Independent Sponsor Leader) and Sean P. Balkin (Partner) and included J. Tyler Finn (Senior Associate), Christopher J. Kolber (Associate), Elyse Ponterio (Associate), Devon R. McDonald (Director of Tax), and Thomas A. Mitchell (Counsel, Tax). 

As more accounting firms pursue outside investment to expand their services and geographic reach, Lippes Mathias’ private equity and independent sponsor team remains at the forefront of structuring and advising on these transactions. 

Lippes Mathias is a full-service law firm with more than 220 attorneys serving clients regionally, nationally, and internationally. With offices in Buffalo, Clarence, Albany, Long Island, New York, Rochester, Syracuse, and Saratoga Springs, N.Y.; Greater Toronto Area; Chicago, Ill.; Jacksonville and West Palm Beach, Fla.; Cleveland, Ohio; San Antonio, Texas; Oklahoma City, Okla. and Washington, D.C., the firm represents publicly and privately-owned companies, private equity and venture capital firms, independent sponsors, real estate developers, financial institutions, municipalities, governmental entities, and individuals. 

Year after year, Lippes Mathias is proud to be recognized by The Best Lawyers in America®, U.S. News - Best Lawyers®, Super Lawyers, and Chambers USA. For more information, visit www.lippes.com.