HBK and SD Mayer’s M&A Activities Expand

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SD Mayer & Associates LLP Acquires Bogdan & Frasco, LLP in San Francisco

SD Mayer & Associates LLP, a prominent accounting firm in San Francisco, is expanding its reach with the addition of Bogdan & Frasco, LLP, a boutique accounting firm also based in the city. The financial terms of the deal have not been disclosed, but the Bogdan & Frasco team will be relocating to SD Mayer’s offices, which are conveniently located just two blocks away.

Bogdan & Frasco, founded in 1995 by CPAs Greg Bogdan and Alex Frasco, offers a range of accounting and tax services including estate and trust tax preparation, international taxation, tax planning, and more. SD Mayer, established in 2012 by Stephen D. Mayer, is known for its innovative approach and community-minded ethos.

Greg Bogdan expressed his excitement about the merger, stating, “Joining SD Mayer is a natural progression for our firm and clients. SD Mayer’s depth of resources and values align seamlessly with ours, ensuring our clients will continue to receive the highest level of personal service.”

As part of the combination, Bogdan and Craig Lewis will join SD Mayer as partners, bringing decades of experience in estate planning, tax compliance, and financial consulting. The addition of Bogdan & Frasco’s team will enhance SD Mayer’s capabilities and allow for a broader array of services to be offered to clients.

SD Mayer has a history of strategic acquisitions, having added the tax practice of Seifer, Murken, Despina, James & Teichman in 2023 and TNT Inc. CPAs in 2021. The firm’s commitment to personalized client care and expertise in tax and accounting make it a valuable asset to businesses and individuals alike.

The merger between SD Mayer and Bogdan & Frasco represents a significant development in the accounting industry in San Francisco, with both firms poised to continue providing top-notch service to their clients.

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