A merger or acquisition is a complex business process that can impact your organization’s future success. That’s why many organizations choose to work with SD Mayer, which is a top merger and acquisition consulting firm. Among merger and acquisition (M&A) consulting firms in the Bay Area, we’re known for offering comprehensive support and services through the entire deal cycle, from due diligence to integration. We can also work to reduce risk and maximize opportunity.
Working with experienced M&A consulting firms can be crucial for small- and medium-sized businesses especially. Small businesses must be savvy about reducing risk and optimizing performance to avoid challenges down the road.
With an understanding of joint ventures, buyouts, divestitures, reorganizations, spinoffs, cross-border deals and project management, SD Mayer can be your partner and financial advisor in mergers and acquisitions. Our M&A advisory team is deeply committed to ensuring your mergers and acquisitions have the right terms in place and providin reasons behind any changes. Our team learns your key goals and desired outcomes and can work to find the right tax solutions, accounting options and strategies to maximize positive outcomes.
SD Mayer has worked with closely held and family-owned businesses, where the stakes for buyouts or divestitures can feel high. In each case, our specialists coordinate with our tax, estate planning and business advisory teams to find solutions to tax issues, wealth management and other problems throughout the life cycle of the deal.
Contact Us
If your organization is considering selling your business, reorganizing, merging or any related move, contact SD Mayer to discuss your options. Your deal may involve due diligence, adding to your resources or strategic integration. Whatever you need, SD Mayer can work to reach deal objectives while lowering risk to create a bright future for you and your team.
Our headquarters in the San Francisco Bay Area means we are poised to work with businesses in Silicon Valley and across the country — our teams have even worked on international mergers. From providing valuation services to exit strategies, we can help you plan for a variety of contingencies while staying compliant with local and state regulations and requirements.
Whether you’re in the early stages of considering an alliance or facing a takeover, we’re happy to discuss your options. At SD Mayer, our goal is to provide a partnership through the process. Mergers and acquisitions require significant pivoting and many elements, from decision-making to valuations and contracts, which is why it’s helpful to have a partner on your side.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
Our talented team at SD Mayer can advise you through the journey, so you can focus on your goals. We can also provide the experienced support you need to turn a merger into a true opportunity. From taxes to succession planning, a merger can impact every part of your business and SD Mayer can help make those effects as positive as possible.
Contact us today to speak to our professional team about your future goals.
Director, Business Development
San Francisco Office
With a distinguished career that spans three decades, John Benjamin brings to SD Mayer a wealth of knowledge encompassing entrepreneurship, real estate development, accounting, and management consulting. His dynamic experiences have seen him delve deep into the intricacies of finance, real estate development, and hospitality services. John’s remarkable acumen in fundraising, team development, and strategy consulting positions him as a leader par excellence within our firm.
At SD Mayer, John spearheads the business development department. His role is crucial to the relationship management of all client engagements. With an unwavering commitment to excellence, he drives the expansion and growth initiatives of the firm, ensuring our services not only meet but exceed the expectations of our clients.
Before his instrumental role at SD Mayer, John demonstrated leadership at Golden Gate Global as their Director of Project Development. Further testament to his multifaceted expertise, he has donned the hats of both CEO and CFO/Controller roles for various esteemed companies.
In John Benjamin, SD Mayer boasts not just a Director of Business Development, but a visionary dedicated to the firm’s continuous ascent in the world of business.
Founder & Managing Partner
San Francisco Office
At the intersection of ambition, vision, and relentless dedication stands Steve Mayer, the mastermind behind SD Mayer & Associates. With San Francisco as its backdrop, this accounting, consulting, and wealth management firm is a testament to Steve’s visionary spirit and unwavering commitment to excellence.
Before embarking on his journey with SD Mayer, Steve helmed the ship at Burr Pilger Mayer (BPM) as its CEO. His leadership acumen extended far beyond the accounting domain, with ventures spanning the eclectic realms of gastronomy, banking, and literature. From co-founding Presidio Bank to owning a slice of Books Inc., and even diving into the bustling restaurant scene, Steve’s entrepreneurial flair is evident in every endeavor.
Yet, what truly amplifies Steve’s professional prowess is his holistic approach. With an expansive career that encompasses accounting, consulting, and wealth management, he offers a rare 360-degree perspective. Whether it’s the intricate nuances of tax and accounting, strategic mergers and acquisitions, or guiding businesses with visionary advisory services, Steve is the quintessential professional his clients rely upon.
Beyond his business ventures, Steve’s heart beats for the community. Over four enriching decades, he has poured his time, energy, and passion into more than 15 non-profit boards. Noteworthy stints include the San Francisco Chamber of Commerce, the influential Bay Area Council, and the halls of Riordan High School, underscoring his commitment to giving back. The creation of the 5 Buckets Foundation is the legacy he leaves to future young adults seeking financial literacy education.
A man of letters, Steve has also penned three books, sharing his insights, experiences, and expertise with a wider audience. On the home front, San Mateo resonates with the joyous echoes of his family life, where he cherishes moments with his wife of over three decades and their three children.
And if there were any doubts about Steve’s zest for life, they were put to rest when, at 60, he embraced the grueling challenge of an Ironman. Not just a feat of physical endurance, it symbolized his indomitable spirit, proving that age is merely a number when one’s spirit remains unyielding.
In Steve Mayer, one witnesses the remarkable fusion of a visionary leader, a community pillar, and a man deeply committed to every facet of life.
Chief Operating Officer (COO)
San Francisco Office
If the world of accounting and operations at SD Mayer had an unsung hero, Wyatt would be wearing that cape. Joining the firm in 2018, Wyatt’s quick rise to the position of COO within just a year is a testament to his unparalleled skillset and forward-thinking approach.
With half a decade’s experience in the complex realms of operations and project management prior to joining the firm, Wyatt wasn’t just another run-of-the-mill operations professional. His distinctive engineering background brought an analytical rigor and a precision-oriented mindset to the table, setting him apart from the crowd.
While Wyatt’s primary role encompasses overseeing the multifaceted internal operations, including domains like IT, HR, billing, and project management, his involvement doesn’t just stop there. He is an intrinsic part of several of the firm’s consulting projects, especially when it boils down to the realms of data analysis and reporting. The man possesses an uncanny knack for diving deep into the vast seas of data, extracting pearls of insights that drive actionable strategies.
His prowess in analyzing intricate data streams and turning them into actionable intelligence has paved the way for the firm to enhance its productivity and revenue streams significantly. With Wyatt’s hand on the wheel, data isn’t just numbers. It becomes a story, a map, a guide to what’s next.
And while his analytical talents are commendable, whispers around the firm have it that Wyatt’s engineering genius isn’t just limited to accounting and operations. Tales of his capacity to engineer spacecraft and missiles are told in hushed tones, adding an aura of mystique around this operational wizard.
At SD Mayer, Wyatt is much more than just the COO. He is the bridge between numbers and narratives, the beacon guiding the ship through stormy seas of data, and the strategic compass pointing the way forward. With an engineer’s precision and an analyst’s insight, Wyatt is redefining the paradigm of operations at SD Mayer.
Attorney
San Francisco Office
Randi S. Teichman is a distinguished attorney who has carved a niche for herself in the legal landscape through her specialization in estate planning, trust administration, and probate law. Her expertise extends into tax law, encompassing the preparation of individual and fiduciary income tax returns as well as estate tax returns, making her a versatile advocate for her clients’ legal and financial health.
A product of esteemed institutions, Randi’s academic credentials include a law degree from Stanford University (1988), a bachelor’s degree from the University of California, Los Angeles (1984), and an LLM in Taxation from Golden Gate University (1999). These academic achievements laid the foundation for her successful career and her profound understanding of the complexities of estate and tax law.
Randi is a respected member of the estate planning, trust, and probate law sections of both the California State Bar and San Francisco Bar Association. Her dedication and expertise have earned her the distinction of being a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization.
With a commitment to delivering personalized legal and tax services, Randi approaches each client with a keen ear and a compassionate heart. She excels in translating her clients’ needs and desires into robust legal documents, ensuring their peace of mind and security. Her comprehensive approach to tax matters enables her clients to optimize their tax positions effectively.
Over her 25-plus years of practice, Randi has become a trusted advisor to executors and trustees, guiding them through the complexities of probate and trust administration during the challenging times of loss. Her skilled and compassionate counsel is a testament to her deep experience and genuine care for her clients.
Randi’s excellence in law has not gone unnoticed by her peers. She has been honored with an AV rating, indicating the highest level of professional excellence. Furthermore, her outstanding service and legal acumen were recognized when San Francisco Magazine named her a Northern California Super Lawyer in 2005 and 2006.
Away from the legal arena, Randi finds solace and rejuvenation in the great outdoors. An avid hiker, she frequently explores the trails of Mount Tamalpais in Marin County, embracing the natural beauty and tranquility that hiking affords. This passion for nature reflects her balanced approach to life, harmonizing her professional rigor with personal fulfillment.
Randi S. Teichman’s legal prowess, combined with her commitment to her clients and love for the outdoors, makes her a remarkable attorney and a valued member of the legal community.
