{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-24-045179","form_type":"8-K/A","ticker":"CBZ","cik":"0000944148","company_name":"CBIZ, Inc.","filed_at":"2024-11-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:11.448064+00:00","generated_at":"2026-05-30T05:44:58.401741+00:00","sec_items":["9.01","2.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"CBIZ completes $2.2B Marcum non-attest acquisition; pro forma revenue $2.7B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-24-045179","json":"https://secwatch.observer/filing/0001628280-24-045179.json","markdown":"https://secwatch.observer/filing/0001628280-24-045179.md","text":"https://secwatch.observer/filing/0001628280-24-045179.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/944148/000162828024045179/0001628280-24-045179-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/944148/000162828024045179/cbz-20241101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T05:44:58.401741+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"}