Platform Accounting Group announced a $355 million strategic growth financing on October 20, 2026, led by Treville Capital Group. According to a statement from the company, the capital is intended to accelerate its acquisition strategy, expand service offerings, and increase investment in technology and talent.
The financing included participation from several institutional investors, including Vista Credit Partners, Siguler Guff, Aquiline, and Brightwood Capital Advisors. Existing investor The Cynosure Group also participated in the round following its original investment in early 2024.
As part of the financing agreement, Dan Bailey, a Partner at Treville Capital Group and co-head of Treville Capital Solutions, and Barry Salzberg will join the Board of Directors for Platform Accounting Group. Salzberg is the former Global Chief Executive Officer of Deloitte and currently serves as a Strategic Advisor to Treville and a board member of Thomson Reuters.
Reyes Florez, the founder and Chief Executive Officer of Platform Accounting Group, stated that the financing provides flexibility to expand the company's national footprint and enhance capabilities for the communities served by local firms. Dan Bailey of Treville Capital Group noted that the company has built a scalable operating model and a strong reputation with firm owners across the country.
Founded in 2015 by CEO Reyes Florez, Platform Accounting Group serves more than 50,000 clients through a network of regional offices and specialized advisory practices. The company has completed more than 65 acquisitions since its inception. Current leadership includes President and COO Tyson Chapman.
Platform Accounting Group provides services in tax, client accounting, audit and assurance, advisory, technology consulting, wealth management, and family office services. The firm is recognized as an Accounting Today Top 100 Firm.
Perella Weinberg Partners LP acted as the financial advisor to Platform Accounting Group. Legal counsel for the company was provided by Parr Brown Gee & Loveless LLP, while Choate Hall & Stewart LLP served as legal counsel for Treville.
