---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-442819"
form_type: "8-K"
ticker: "CBZ"
cik: "0000944148"
company_name: "CBIZ, Inc."
filed_at: "2026-11-02T14:21:24+00:00"
generated_at: "2026-11-02T14:22:08.208145+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 1.0
calibrated_materiality_score: 1.0
confidence: "high"
source: SEC EDGAR
---

# Grant Thornton Advisors completes $5 billion acquisition of CBIZ; CBZ delisted from NYSE

## Summary
- CBIZ shareholders received $55.00 per share in cash; total funds used were approximately $5,235,000,000 from equity and debt financing.
- CBIZ became a wholly owned subsidiary of Viking ParentCo, an affiliate of Grant Thornton Advisors; CBZ ceased NYSE trading on November 2, 2026.
- Jim Peko was appointed CEO of the surviving corporation; all CBIZ directors and officers resigned at the effective time.
- Brad Lakhia received a letter agreement covering Section 4999 excise tax reimbursement, with maximum payments of $2,368,946.
- The combined platform reports more than $7 billion in annual revenue and over 34,500 professionals across more than 25 countries.

## SEC filing metadata
- accession: 0001193125-26-442819
- form_type: 8-K
- ticker: CBZ
- cik: 0000944148
- company_name: CBIZ, Inc.
- filed_at: 2026-11-02T14:21:24+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 1.0
- calibrated_materiality_score: 1.0
- confidence: high
- sec_items: 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/0001193125-26-442819-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/d65130d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-442819
- JSON: https://secwatch.observer/filing/0001193125-26-442819.json
- Plain text: https://secwatch.observer/filing/0001193125-26-442819.txt

## Key facts
- Executive change
  Jim Peko was appointed as Chief Executive Officer of the Surviving Corporation at CBIZ, Inc..
  - Action: appointed
  - Role: Chief Executive Officer of the Surviving Corporation
  source text: In addition, effective as of the Effective Time, as a result of the Merger, each officer of the Company ceased to be an officer of the Company, and Jim Peko was appointed as Chief Executive Officer of the Surviving Corporation.
  evidence_url: https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/0001193125-26-442819-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.