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Investment

Treville Capital leads $355 million growth financing in Platform Accounting Group

Holladay, Utah-based accounting firm Platform Accounting Group, ranked No. 41 on Accounting Today's 2026 Top 100, reported $215.7 million in revenue.

Platform Accounting Group announced a $355 million strategic growth financing led by alternative asset manager Treville Capital Group.

The firm plans to use the capital to accelerate its acquisition strategy, expand its service offerings, and invest in technology and talent. Founder and CEO Reyes Florez said the financing gives the firm flexibility to expand its national footprint. Former Deloitte global CEO Barry Salzberg, a strategic advisor to Treville, will join Platform's board.

Perella Weinberg Partners served as financial adviser to Platform, with Parr Brown Gee & Loveless as legal counsel. Choate Hall & Stewart served as legal counsel to Treville.

Deal facts

Target
Platform Accounting Group
Business
Accounting firm with more than 50 offices and over 1,100 employees, which has completed more than 65 acquisitions since 2015
Buyer
Treville Capital Group
Deal type
Investment
Headquarters
Holladay, Utah
Value
$355 million
Advisers
  • Perella Weinberg Partners financial adviser to Platform Accounting Group
  • Parr Brown Gee & Loveless legal counsel to Platform Accounting Group
  • Choate Hall & Stewart legal counsel to Treville Capital Group
Status
Completed
Announced
Wednesday, October 28, 2026

Sources

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