---
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"
generated_at: "2026-05-30T05:44:58.401741+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# CBIZ completes $2.2B Marcum non-attest acquisition; pro forma revenue $2.7B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 9.01, 2.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-045179
- JSON: https://secwatch.observer/filing/0001628280-24-045179.json
- Plain text: https://secwatch.observer/filing/0001628280-24-045179.txt

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