CBIZ Mergers and Acquisitions Summary

Business ServicesCompany

CBIZ has acquired 60 companies, including 20 in the last 5 years. It has also divested 3 assets.

CBIZ’s largest acquisition to date was in 2019, when it acquired Paydayta for -. It’s largest disclosed sale occurred in 2013, when it sold Medical Management Professionals to Zotec Partners for $200M. CBIZ has acquired in 26 different US states, and 2 countries. The Company’s most targeted sectors include business services (50%) and insurance (49%).

Join Mergr and gain access to CBIZ’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the business services sector.

M&A Summary

  • M&A Total Activity63
    • M&A Buy Activity60
    • M&A Sell Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 10

CBIZ

CBIZ, Inc.

6050 Oak Tree Boulevard, South, Suite 500,
Cleveland, Ohio 44131
United States,
(216) 447-9000
www.cbiz.com

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 established in 1987 and is based in Cleveland, Ohio.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (3.0/yr) # 45 1 1 4 5 4 60
Sell (0.2/yr) # 2 - - - 1 - 3
vol $200M $200M
  63

Most Recent M&A

Company Date Value Type
Schramm Health Partners LLC 2021-06-04 - Add-on Acquisition
Scottsdale, Arizona · www.optumas.com
Berntson Porter & Company, PLLC 2021-04-29 - Add-on Acquisition
Bellevue, Washington · www.bpcpa.com
Richey May & Co. - Middle Market Advisory Group 2021-01-11 - Divestiture
Englewood, Colorado
Borden Perlman Insurance Agency, Inc. 2021-01-04 - Add-on Acquisition
Ewing, New Jersey · www.bordenperlman.com
BeyondPay, Inc. 2020-12-16 - Add-on Acquisition
Clinton, New Jersey · www.beyondpay.com
ARC Consulting LLC 2020-09-01 - Add-on Acquisition
San Francisco, California · www.arcconsultingllc.com
Prince-Wood Insurance LLC 2020-07-06 - Add-on Acquisition
Woodbridge, Virginia · www.princewoodinsurance.com
CBIZ, Inc. - Book of Business 2020-04-21 - Divestiture
Cleveland, Ohio
Pension Dynamics Co. LLC 2020-02-06 - Add-on Acquisition
Pleasant Hill, California · www.pensiondynamics.com
Alliance Insurance Services, Inc. 2020-02-05 - Add-on Acquisition
Washington, District of Columbia · www.allianceindc.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 30 (50%) - 2 (67%) 200M (100%)
Insurance 29 (48%) - 1 (33%) -
Financial Services 1 (2%) - - -
Total 60 - 3 $200M

By Geo

State/Country Buy Value Sell Value
United States 59 - 3 200M
  California 7 - - -
  Florida 6 - - -
  Pennsylvania 4 - - -
  Colorado 3 - - -
  New Jersey 3 - - -
  Missouri 3 - - -
  Georgia 3 - - -
  Tennessee 2 - 1 200M
  Ohio 2 - 1 -
  Arizona 2 - - -
  Minnesota 2 - - -
  Massachusetts 2 - - -
  Maryland 2 - - -
  District of Columbia 1 - - -
  Connecticut 1 - - -
  Alabama 1 - - -
  Virginia 1 - - -
  Utah 1 - - -
  Texas 1 - - -
  Rhode Island 1 - - -
  North Carolina 1 - - -
  New York 1 - - -
  Michigan 1 - - -
  Kansas 1 - - -
  Idaho 1 - - -
United Kingdom 1 - - -
  Washington 1 - - -
Domestic 59 (98%) - 3 (100%) 200M (100%)
Cross-border 1 (2%) - - -
Total 60 - 3 $200M

Deal Values

buy # Total
TOTAL -
Largest Paydayta, Inc.
- (2019-07-02)
sell # Total
$100M to $1B 1 $200M
TOTAL $200M
Largest Medical Management Professionals, Inc.
$200M (2013-09-03)

M&A Connections

Deals
Acquired from
Strategic(s)
12%
7 (12%)
Divested to
Strategic(s)
100%
3 (100%)

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