M&A Deal Summary

CBIZ Acquires Clearview National Partners

On January 7, 2014, CBIZ acquired insurance company Clearview National Partners

Acquisition Highlights
  • This is CBIZ’s 20th transaction in the Insurance sector.
  • This is CBIZ’s 33rd transaction in the United States.
  • This is CBIZ’s 2nd transaction in Massachusetts.

M&A Deal Summary
Date 2014-01-07
Target Clearview National Partners
Sector Insurance
Buyer(s) CBIZ
Deal Type Add-on Acquisition

Target

Clearview National Partners

Waltham, Massachusetts, United States
website
Clearview National Partners, LLC is a specialized employee benefits broker focused on providing employee benefit solutions to clients.

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Buyer(S) 1

Buyer

CBIZ

Cleveland, Ohio, United States

website

Category Company
Founded 1987
Sector Business Services
Employees6,000
Revenue 1.1B USD (2021)
DESCRIPTION

CBIZ provides professional business services, products and solutions that help its clients grow and succeed by better managing their finances and employees. These services are provided to businesses of various sizes, as well as individuals, governmental entities and not-for-profit enterprises throughout the United States and parts of Canada. CBIZ delivers its integrated services through the following three practice groups: Financial Services, Employee Services, and National Practices. By providing custom solutions that help clients manage their finances and employees, CBIZ enables its clients to focus their resources on their own core business and operational competencies. CBIZ was founded in 1987 and is based in Cleveland, Ohio.

DEAL STATS #
Overall 33 of 64
Sector (Insurance) 20 of 29
Type (Add-on Acquisition) 30 of 57
State (Massachusetts) 2 of 2
Country (United States) 33 of 63
Year (2014) 1 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-11-04 Knight Field Fabry

United States

Knight Field Fabry, LLP provides traditional accounting, tax, litigation support and valuation services to small and mid-sized clients primarily located in the Denver area.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-01-08 Centric Insurance Agency

New Providence, New Jersey, United States

Centric Insurance Agency, Inc. is an insurance broker providing property and casualty insurance, with a specialty in education and public schools, to its clients in the New Jersey market.

Buy -
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