---
schema_version: "secwatch.filing_event.v1"
accession: "0001829126-26-001937"
form_type: "8-K"
ticker: null
cik: "0001857410"
company_name: "Invest Acquisition Corp"
filed_at: "2026-03-05T23:59:59+00:00"
generated_at: "2026-05-15T19:53:02.431000+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Invest Acquisition Corporation dismisses Marcum LLP and engages CBIZ CPAs as new auditor

## Summary
- CBIZ CPAs acquired Marcum's attest business effective November 1, 2024; Marcum served as auditor until January 14, 2026.
- Engagement of CBIZ CPAs for the year ended December 31, 2024 was approved by the Audit Committee on January 14, 2026.
- No accounting disagreements occurred except material weaknesses in internal controls over accrued expenses and trust interest.
- Marcum's report for fiscal year 2023 included a going concern explanatory paragraph about substantial doubt.

## SEC filing metadata
- accession: 0001829126-26-001937
- form_type: 8-K
- cik: 0001857410
- company_name: Invest Acquisition Corp
- filed_at: 2026-03-05T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 4.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1857410/000182912626001937/0001829126-26-001937-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1857410/000182912626001937/investcorpalacq_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001829126-26-001937
- JSON: https://secwatch.observer/filing/0001829126-26-001937.json
- Plain text: https://secwatch.observer/filing/0001829126-26-001937.txt

## Source-grounded claims
- claim_id: 8a034271f73ced7d02a2ee172dec679c7a7085eb
  claim: Invest Acquisition Corp dismissed Marcum LLP as its auditor.
  evidence_excerpt: On January 14, 2026, the Company dismissed Marcum as the Company’s independent registered public accounting firm, and engaged CBIZ CPAs to serve as the independent registered public accounting firm of the Company for the year ended December 31, 2024, effective immediately.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1857410/000182912626001937/0001829126-26-001937-index.htm
- claim_id: bbcee9b2c0e17e20ffb1f85b03a106f2ad113542
  claim: Invest Acquisition Corp engaged CBIZ CPAs P.C. as its auditor.
  evidence_excerpt: On January 14, 2026, the Company dismissed Marcum as the Company’s independent registered public accounting firm, and engaged CBIZ CPAs to serve as the independent registered public accounting firm of the Company for the year ended December 31, 2024, effective immediately.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1857410/000182912626001937/0001829126-26-001937-index.htm

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