The Cynosure Group
Cynosure Partners

We invest in founder-led businesses to accelerate growth and help create lasting value.

Cynosure Capital Management

We serve as an outsourced chief investment officer on behalf of foundations, endowments, and others.

Cynosure Wealth Advisors

We help families, entrepreneurs, and senior executives navigate the challenges that come with substantial wealth.

Cynosure Strategies

We seek uncorrelated absolute returns in our quantitative hedge fund, within Cynosure Strategies.

In The News

Platform Accounting Group Secures $85 million in Funding Led by The Cynosure Group

February 6th 2024

The funds will support the company’s continued mission to preserve boutique accounting firms across the U.S. and help them expand their list of service offerings.

Salt Lake City, Utah – February 6, 2024

Platform Accounting Group announced the close of an $85 million minority funding round, led by Cynosure Group.

Cynosure Group led the funding round, with continued participation and support from early investors Swell Capital out of Salt Lake City, Utah and Peery Partners out of Palo Alto, Calif.

The Utah-based Company acquires and supports the operation of boutique professional services firms that are focused on providing tax compliance, attest, outsourced accounting, ERP consulting and soon wealth advisory services to individuals and small businesses. Platform’s unique model provides staffing, enterprise-grade technology and processes and best-in-class operational support to local teams while preserving the dynamics and autonomy of small office cultures. The company was founded in 2015 and has helped accounting and professional services firms across the country thrive in a rapidly changing industry and world.

Link to full article here.

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Cynosure
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
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(801) 521-3100
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New York, NY 10106
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The Cynosure Group, LLC is an SEC-registered investment adviser engaged in providing private investment advisory and wealth management services, as well as providing investment advice with regard to private equity and other alternative investments. Registration with the SEC does not imply a certain level of skill or training.  A detailed description of The Cynosure Group is available in its Form ADV Part 1, Part 2A firm brochure, and Form CRS, which may be found at www.adviserinfo.sec.gov. Cynosure Partners is a part of The Cynosure Group, LLC (herein collectively referred to as “Cynosure”).  This does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations.  To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Cynosure or consult with the professional advisor of their choosing.