secwatch.observer — SEC 8-K summary
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Issuer:     CBIZ, Inc. (CBZ)
CIK:        0000944148
Form:       8-K
Filed at:   2026-11-02T14:21:24+00:00
Accession:  0001193125-26-442819
Event type: m_and_a
Sentiment:  positive
Materiality: 1.00
Item codes: 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/0001193125-26-442819-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/d65130d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-442819

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