Platform Accounting Group announced a $355 million strategic growth financing deal led by alternative asset manager Treville Capital Group, according to a report published October 28. The Holladay, Utah, based firm intends to use the capital to accelerate its acquisition strategy, expand service offerings, and invest in technology and talent.
Institutional investors joined the financing, including Vista Credit Partners, Siguler Guff, Aquiline, and Brightwood Capital Advisors. The Cynosure Group, which previously invested in Platform during an $85 million funding round in 2024, also participated in the deal.
As part of the financing, former Deloitte global CEO Barry Salzberg will join the board of directors for Platform Accounting Group. Salzberg is a strategic advisor to Treville. Dan Bailey, a partner at Treville Capital Group and co-head of Treville Capital Solutions, is also joining the Platform board.
Platform founder and CEO Reyes Florez stated that the financing provides flexibility to expand the firm's national footprint and invest in people and technology. Florez noted the firm has been intentional about building for the long term and investing in client relationships.
Dan Bailey said Platform Accounting Group has built a highly scalable operating model and a strong reputation with firm owners across the country. He added that Treville Capital Solutions focuses on partnering with growing, profitable businesses seeking flexible alternatives to traditional financing.
Platform Accounting Group ranked No. 41 on Accounting Today's 2026 Top 100 Firms list and reported $215.7 million in revenue. The firm employs over 1,100 people across more than 50 offices.
Founded in 2015, the firm has completed more than 65 acquisitions. Recent additions include The Hultquist Firm in South Carolina in July, Burke & Associates CPAs in Massachusetts and Accounting Specialists in Florida in May, Smeriglio Associates in Connecticut in February, and Riibner and Associates in Maryland in January.
