{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-249818","form_type":"8-K","ticker":"CBZ","cik":"0000944148","company_name":"CBIZ, Inc.","filed_at":"2024-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:11.448667+00:00","generated_at":"2026-05-30T07:12:11.663954+00:00","sec_items":["1.01","2.03","2.01","3.02","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"CBIZ closes $2.3B acquisition of Marcum’s non-attest business, expects ~$2.8B combined revenue","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-249818","json":"https://secwatch.observer/filing/0001193125-24-249818.json","markdown":"https://secwatch.observer/filing/0001193125-24-249818.md","text":"https://secwatch.observer/filing/0001193125-24-249818.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/944148/000119312524249818/0001193125-24-249818-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/944148/000119312524249818/d883302d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T07:12:11.663954+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"}