Tech Company Financing Transactions

Platform Accounting Group Funding Round

Platform Accounting Group, based in Holladay, raised $85 million from The Cynosure Group, Peery Partners and Swell Partners.

Transaction Overview

Announced On
2/7/2024
Transaction Type
Venture Equity
Amount
$85,000,000
Round
Undisclosed
Proceeds Purpose
The company intends to use the funds to continue building on its existing footprint of 28 offices as well as its current service offering.

Company Information

Company Status
Private & Independent
Industry
Consulting
Mailing Address
6510 S Millrock Dr 275
Holladay, UT 84121
USA
Phone
Undisclosed
Email Address
Overview
With our roots in small firms, we've chosen to focus on the most rewarding part of accounting work--building relationships. Platform was created to preserve the dynamics of small office cultures while incorporating the technology and connectedness of the 21st century.
Profile
Platform Accounting Group LinkedIn Company Profile
Social Media
Platform Accounting Group Company Twitter Account
Company News
Platform Accounting Group News
Facebook
Platform Accounting Group on Facebook
YouTube
Platform Accounting Group on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Reyes Florez
  Reyes Florez LinkedIn Profile  Reyes Florez Twitter Account  Reyes Florez News  Reyes Florez on Facebook
Chief Financial Officer
Brad Anderson
  Brad Anderson LinkedIn Profile  Brad Anderson Twitter Account  Brad Anderson News  Brad Anderson on Facebook
Chief Operating Officer
Tyson Chapman
  Tyson Chapman LinkedIn Profile  Tyson Chapman Twitter Account  Tyson Chapman News  Tyson Chapman on Facebook
VP - Client Services
Jeff Dredge
  Jeff Dredge LinkedIn Profile  Jeff Dredge Twitter Account  Jeff Dredge News  Jeff Dredge on Facebook
VP - Finance
Noah Beery
  Noah Beery LinkedIn Profile  Noah Beery Twitter Account  Noah Beery News  Noah Beery on Facebook
VP - Human Resources
Cathy Knepp
  Cathy Knepp LinkedIn Profile  Cathy Knepp Twitter Account  Cathy Knepp News  Cathy Knepp on Facebook
VP - Human Resources
Chris Shafer
  Chris Shafer LinkedIn Profile  Chris Shafer Twitter Account  Chris Shafer News  Chris Shafer on Facebook


 

 

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