{"filings":[{"id":472836,"accession_number":"0000944148-26-000072","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-05-15T21:07:52+00:00","items":["5.07"],"status":"ready","headline":"CBIZ shareholders elect directors, ratify auditor, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Marabito and Young each elected with >38M votes for; broker non-votes ~5.9M.","Ratification of KPMG as independent auditor: 45,982,194 for, 1,129,651 against.","Advisory vote on named executive officer compensation approved: 39,871,104 for, 1,406,070 against.","All three proposals passed at the May 14, 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99936,"accession_number":"0000944148-26-000067","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue up 1.3%, net income +31.6%; raises FY adjusted EPS outlook to $4.00-$4.10","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $849M (+1.3% YoY); Financial Services revenue up 2.1%.","Net income $162M (+31.6%); GAAP EPS $2.63 (+37.7%); Adj. diluted EPS $2.50 (+7.3%).","Operating cash flow +71.1%; free cash flow +69.5%; repurchased ~2M shares for ~$63M.","Updated FY outlook: Adj. EBITDA raised to $465M-$475M; Adj. EPS raised to $4.00-$4.10.","Revenue outlook reaffirmed at ~$2.8B-$2.9B; free cash flow ~$270M-$290M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116240,"accession_number":"0000944148-26-000035","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports FY 2025 revenue $2.8B (+52%), adj. EPS $3.61 (+80%); guides FY 2026 higher","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year total revenue $2.8B, up 52.1%; GAAP EPS $1.83 (+134.6%); adjusted EPS $3.61 (+79.6%).","Adjusted EBITDA $446.9M (+125.5%); free cash flow $175.5M (+58.4%).","Marcum acquisition integration nearly complete; synergies tracking ahead of plan.","2026 outlook: revenue ~$2.8B–$2.9B, adjusted EPS $3.75–$3.85, free cash flow $270M–$290M.","Repurchased 2.5M shares for $168M; Board authorized additional 5M share buyback in Feb 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":2757991000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116239,"accession_number":"0000944148-26-000024","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CBIZ board authorizes 5M share repurchase program through March 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to 5M shares for repurchase program expiring March 31, 2027.","Program supersedes prior repurchase authorization from February 2025.","Repurchases allowed in open market, privately negotiated, or under 10b5-1 plans.","No obligation to repurchase; program may be suspended at any time.","Funding expected from operating cash flow and credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116238,"accession_number":"0001193125-26-012290","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-01-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CBIZ President of Financial Services Chris Spurio to depart Jan 31, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Spurio will cease serving as President, Financial Services effective January 31, 2026.","Spurio expected to remain as consultant to CBIZ through December 31, 2026.","No replacement named for the Financial Services segment president role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132697,"accession_number":"0000944148-25-000027","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"CBIZ amends bylaws with majority voting, advance notice rules; sets 2026 meeting deadlines","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Adopted majority-of-votes-cast standard for uncontested director elections; plurality for contested.","Advance notice for director nominations and proposals: 90–120 days before anniversary of prior annual meeting.","Incorporated SEC universal proxy rules, including Rule 14a-19 notice and solicitation requirements.","Deadline for 2026 annual meeting nominations: Jan 15 to Feb 14, 2026 (written notice to Corporate Secretary).","Other changes: virtual meeting procedures, stockholder list modernization, and removal of advisory director references."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132696,"accession_number":"0000944148-25-000020","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q3 revenue $693.8M (+58.1%); adjusted EPS $1.01 (+8.5%); guides FY adj. EPS $3.60-3.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $693.8M, up 58.1% YoY; net income $30.1M, down 14.1%; GAAP EPS $0.48, down 31.4%.","Adjusted EBITDA $120.0M (+57.4%); adjusted diluted EPS $1.01 (+8.5%), driven by Marcum acquisition synergies.","Nine-month revenue $2.215B (+63.7%); adjusted EBITDA $475.6M (+92.9%); adjusted EPS $4.27 (+35.6%).","FY2025 guidance: revenue $2.8-2.95B, adj. EPS $3.60-3.65, adj. EBITDA $450-456M.","Marcum acquisition performing better than expected; core recurring businesses and non-recurring growth improved."],"consensus_eps_estimate":null,"consensus_eps_actual":3.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2215328000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149216,"accession_number":"0001628280-25-036714","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports Q2 2025 revenue $683.5M (+62.7% YoY), adj. EPS $0.95 (+63.8%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $683.5M (+62.7% YoY); net income $41.9M (+111.9%); GAAP EPS $0.66 (+69.2%).","Adjusted diluted EPS $0.95 (+63.8%); adjusted EBITDA $117.2M (+127.9%).","Six-month revenue $1.5B (+66.4%); net income $164.7M (+70.4%); adj. EPS $3.26 (+46.8%).","FY 2025 outlook: revenue $2.8-2.95B, adjusted EPS $3.60-3.65, adjusted EBITDA $450-456M.","Includes Marcum acquisition impact; CEO cites value-creating strategic decision."],"consensus_eps_estimate":null,"consensus_eps_actual":2.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1521510000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168238,"accession_number":"0001628280-25-026070","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CBIZ shareholders elect three directors, ratify KPMG, approve executive compensation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Rick Burdick (36.6M for, 7.7M against), Jerome Grisko (43.9M for), Kathy Raffa (44.2M for).","Ratification of KPMG as auditor for FY2025 passed with 45.9M for, 0.98M against.","Advisory say-on-pay approved with 43.1M for, 1.1M against, 2.6M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168237,"accession_number":"0001193125-25-103823","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"CBIZ amends credit agreement to add Available Amount basket for share repurchases and investments","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Second Amendment to credit agreement dated April 29, 2025 adds an Available Amount basket for Investments and Restricted Payments (including share repurchases).","Credit agreement originally dated November 1, 2024, with $600M revolving commitments and term loan; amended March 7, 2025.","Borrower CBIZ Operations, Inc. and guarantors; lenders include Bank of America, PNC, JPMorgan, Huntington, among others.","Amendment makes technical changes; consent fee of 0.05% of each lender's commitments and term loan paid.","Allows greater flexibility for capital allocation while maintaining existing financial covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168236,"accession_number":"0001628280-25-019523","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue up 69.5%, adjusted EPS $2.29; full-year guidance $2.8-2.95B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $838M (+69.5% YoY); net income $122.8M (+59.7%); GAAP diluted EPS $1.91 (+24.8%).","Adjusted EBITDA $237.6M (+100%); adjusted diluted EPS $2.29 (+40.5%).","Marcum integration on schedule; strong employee and client retention cited.","Full-year 2025 outlook: revenue $2.8B–$2.95B, adjusted EPS $3.60–$3.65, adjusted EBITDA $450–456M.","Company notes economic uncertainty impacting non-recurring services; trend expected to continue."],"consensus_eps_estimate":null,"consensus_eps_actual":1.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":838014000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185428,"accession_number":"0001628280-25-007979","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q4 revenue up 40.5% on Marcum acquisition; 2025 adjusted EPS guidance $3.60-$3.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $460.3M (+40.5% YoY); same-unit revenue up 6.4%; Marcum acquisition closed Nov 1, 2024.","Full-year revenue $1,813.5M (+14.0%); GAAP EPS $0.78; adjusted EPS $2.67 (+10.8%).","2025 outlook: revenue $2.90-2.95B, GAAP EPS $1.97-2.02, adjusted EPS $3.60-3.65, adjusted EBITDA $450-456M.","New $2.0B credit facility entered; outstanding debt $1,420.9M at Dec 31, 2024.","CEO cites strong momentum and accelerated integration of Marcum."],"consensus_eps_estimate":null,"consensus_eps_actual":0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1813472000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185427,"accession_number":"0001628280-25-006421","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CBIZ raises executive pay after Marcum acquisition; PSU max payout increased to 300%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Grisko base $1M, LTI $5.2M; Spurio base $875k, LTI $1.8M; Kouzelos base $600k, LTI $1.22M.","EIP targets unchanged as % of base salary (Grisko 117%, Spurio/Kouzelos 80%).","PSU maximum payout raised from 200% to 300% of target to incentivize Marcum integration.","Committee says total comp remains below market median but adjusted for post-acquisition scale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185426,"accession_number":"0001628280-25-005196","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CBIZ board renews share repurchase program, authorizes up to 5M shares through March 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board reset share repurchase authorization to 5 million shares; program expires March 31, 2026.","Program has been renewed annually for over 20 years; allows open market, private, and 10b5-1 purchases.","Private purchases may include shares from Marcum LLP former partners under acquisition-related repurchase rights.","Repurchases discretionary, subject to credit facility limits; funded from operating cash flow or borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185425,"accession_number":"0001628280-25-001946","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CBIZ appoints Kathy Raffa as independent director; former Marcum D.C. managing partner","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective Jan. 15, 2025; board expands to ten directors.","Raffa served as Marcum's D.C. Office Managing Partner until Oct. 2023; 40+ years experience.","Nominated per Marcum acquisition merger agreement; will stand for election at 2027 Annual Meeting.","She will receive standard non-employee director compensation as outlined in proxy statements.","Raffa served as President of Raffa, PC prior to its merger with Marcum in 2018; focused on nonprofit audit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202013,"accession_number":"0001628280-24-049666","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CBIZ names Brad Lakhia as next CFO, succeeding retiring Ware Grove effective March 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brad Lakhia appointed SVP & CFO effective March 17, 2025; Ware Grove retiring after 24 years.","Lakhia base salary $625,000, target STI 80%, initial equity grant $1.7M plus $2M transition RSUs.","Michael Mangan promoted to Chief Accounting Officer upon Grove's retirement.","Lakhia was EVP & CFO of OPENLANE (KAR); previously VP Finance at Goodyear (GT).","Transition planned; Lakhia to join from OPENLANE by March 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202009,"accession_number":"0001628280-24-045179","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K/A","filed_at":"2024-11-05T23:59:59+00:00","items":["9.01","2.01"],"status":"ready","headline":"CBIZ completes $2.2B Marcum non-attest acquisition; pro forma revenue $2.7B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate consideration $2.2B, with $1.1B cash and ~14.3M shares of CBIZ common stock (valued at $76.84/sh).","Debt financing of $2.0B ($1.4B term loan + $600M revolver) used for cash consideration, costs, and debt repayment.","Pro forma combined revenue $1.55B (6mo 2024) and $2.70B (FY2023); CBIZ standalone was $914M and $1.59B.","Pro forma diluted EPS $2.29 (6mo 2024) and $1.36 (FY2023), reflecting interest and amortization from the transaction.","Transaction adds $1.5B in goodwill and intangibles; net income pro forma $146M (6mo 2024) versus CBIZ standalone $97M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202012,"accession_number":"0001193125-24-249818","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["1.01","2.03","2.01","3.02","7.01","9.01"],"status":"ready","headline":"CBIZ closes $2.3B acquisition of Marcum’s non-attest business, expects ~$2.8B combined revenue","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration $2.3B: $637.6M cash to partners, $425.5M for obligations, plus 14.26M shares.","New $2.0B credit facilities ($1.4B term loan, $600M revolver) funded the cash portion, maturing Nov 2029.","Expected combined annualized revenue ~$2.8B; deal expected accretive in 2025 with ~10% adjusted EPS contribution.","Marcum FY2023 revenue $1.17B, net income $414M (from audited financials filed as Exhibit 99.2)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202011,"accession_number":"0001628280-24-044018","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q3 revenue $438.9M (+6.9%), adjusted EPS $0.84 (+27%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $438.9M (+6.9%), same-unit up 5.1%; net income $35.1M (+4.2%).","Adjusted EPS $0.84 (+27.3% YoY); adjusted EBITDA $75.7M (+23.0%).","Marcum acquisition expected to close in coming days; $14.8M in transaction costs hit GAAP EPS by $0.20.","FY 2024 guidance reaffirmed: adjusted EPS growth 10-12% to $2.64-$2.69.","Nine-month revenue $1.35B (+7.1%); adjusted EPS $2.87 (+7.5%)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":1353193000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202010,"accession_number":"0001628280-24-043396","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"CBIZ shareholders approve stock issuance for Marcum LLP acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Special Meeting held Oct 23, 2024; 89.2% of shares represented.","Stock Issuance Proposal approved with over 99% of votes cast in favor: 44,635,716 for, 62,336 against, 67,896 abstain.","Proposal authorizes shares as part of consideration under July 30, 2024 Merger Agreement for Marcum LLP.","Merger involves CBIZ acquiring Marcum LLP and related entities; adjournment proposal not voted on.","Approval satisfies NYSE listing rule requirement for stock issuance in the merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218055,"accession_number":"0001628280-24-033643","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q2 revenue up 5.4% to $420M; 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Q4 2024 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration ~$2.3B: ~$1.1B cash + ~14.4M shares at $76.84; expected close Q4 2024 subject to approvals.","Combined annual revenue ~$2.8B; CBIZ becomes 7th-largest U.S. accounting services provider.","Marcum has ~$1.2B revenue, 3,500+ professionals, 43 offices, and 35,000+ clients.","Financing secured: $2.0B committed senior secured credit facilities from Bank of America.","Voting agreement with Marcum partners holding ~41% of units; termination fees up to $48M for CBIZ, $22M for Marcum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238004,"accession_number":"0001628280-24-022917","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CBIZ stockholders elect four directors, ratify KPMG, approve Say-on-Pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All four director nominees elected; votes for ranged from ~31.3M to ~40.7M.","Ratified KPMG LLP as independent auditor for FY2024: 45.7M for, 1.1M against.","Advisory vote on NEO compensation approved: 41.9M for, 2.2M against, 2.7M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238003,"accession_number":"0001628280-24-017907","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue $494.3M (+8.7%), GAAP EPS $1.53 (+6.3%), reaffirms FY24 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $494.3M, up 8.7% YoY; 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