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CBIZ Brokerage to Be Spun Off, Backed by Private Equity, After $5B Grant Thornton Deal

Jul 31 2026 // Grant Thornton’s US arm has agreed to buy rival CBIZ Inc. in a deal that could reach $5 billion, making it one of the largest professional services acquisitions in recent years. After the deal closes in the fourth...

CBIZ to Acquire Accounting Firm Marcum in $2.3 Billion Deal

Aug 1 2024 // Financial services and insurance provider CBIZ said on Wednesday it would buy Marcum, one of the biggest accounting services providers in the United States, in a $2.3 billion cash-and-stock deal. The accounting market in...

Insurance Broker CBIZ Buys Information Security Consultant Pivot Point

Jun 6 2023 // Cleveland-based insurance and financial advisory firm CBIZ, Inc. announced that it acquired information security consulting firm, Pivot Point Security, of Hamilton, New Jersey, effective June 1, 2023. Founded in 2001, PPS...

Amwins Acquires Maryland’s CBIZ M.T. Donahoe & Associates

Jun 9 2021 // Amwins, a global distributor of specialty insurance products and services, has acquired CBIZ M.T. Donahoe & Associates LLC (MTDA), a Maryland-based general agent specializing in employee and individual benefits and...

CBIZ Acquires New Jersey’s Borden Perlman Insurance Agency

Jan 4 2021 // CBIZ Inc., a provider of financial, insurance and advisory services, has acquired Borden Perlman Insurance Agency Inc. (BP) of Ewing, N.J., effective December 31, 2020. Founded more than 100 years ago, BP is a fourth...

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