{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-189467","form_type":"8-K","ticker":"CBZ","cik":"0000944148","company_name":"CBIZ, Inc.","filed_at":"2024-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:16.453845+00:00","generated_at":"2026-05-31T14:46:42.462197+00:00","sec_items":["1.01","3.02","8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"CBIZ agrees to buy Marcum in $2.3B cash-and-stock deal; Q4 2024 close","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-189467","json":"https://secwatch.observer/filing/0001193125-24-189467.json","markdown":"https://secwatch.observer/filing/0001193125-24-189467.md","text":"https://secwatch.observer/filing/0001193125-24-189467.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/944148/000119312524189467/0001193125-24-189467-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/944148/000119312524189467/d870469d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T14:46:42.462197+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}