# CBIZ, Inc. (CBZ) — merger/definitive [pending]
Source: SEC API (secapi.ai) · situation sit_904b63afa472b0853fed · retrieved 2026-08-12T21:22:43.875Z

## Overview
CBIZ, Inc. is a leading professional services advisor to middle-market businesses nationwide, offering accounting, tax, advisory, benefits, insurance, and technology services with more than 9,500 team members across 23 major markets.

CBIZ, Inc. and Grant Thornton in the U.S., backed by New Mountain Capital, entered into a definitive merger agreement under which Grant Thornton will acquire CBIZ in an all-cash transaction valued at $5.0 billion, or $55.00 per share. The transaction is expected to close in the fourth quarter of 2026, subject to CBIZ shareholder approval, receipt of required regulatory approvals, and satisfaction of other customary closing conditions. Upon completion, CBIZ's common stock will be delisted from the New York Stock Exchange and CBIZ will become a private company.

## Terms
- Counterparty: Grant Thornton (backed by New Mountain Capital) · Deal value: $5.00B · Consideration: cash · Price/share: $55

## Key dates
- Announced 2026-07-29 · Expected close 2026-12-31

## Timeline
- 2026-07-29 · 8-K (0001193125-26-322246): 8-K - CBIZ, Inc. — *CBIZ, Inc. is a leading professional services advisor to middle-market businesses nationwide, offering accounting, tax, advisory, benefits, insurance, and technology services with more than 9,500 team members across 23 major markets.* CBIZ, Inc. and Grant Thornton in the U.S., backed by New Mountain Capital, entered into a definitive merger agreement under which Grant Thornton will acquire CBIZ in an all-cash transaction valued at $5.0 billion, or $55.00 per share. The transaction is expected to close in the fourth quarter of 2026, subject to CBIZ shareholder approval, receipt of required regulatory approvals, and satisfaction of other customary closing conditions. Upon completion, CBIZ's common stock will be delisted from the New York Stock Exchange and CBIZ will become a private company.
  https://www.sec.gov/Archives/edgar/data/944148/0001193125-26-322246.txt

## Citations
- 0001193125-26-322246 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526322246