For 15 years, CMF has serviced over 135 private equity funds across 500+ portfolio companies with M&A, financial, operational, and executive search services. We are excited and pleased to announce that on June 1, we joined CBIZ, a publicly traded professional services organization, as their platform investment into private equity consulting. Our leadership team will continue to drive value creation for you and your portfolio companies, now within the context of a larger organization that enables us to:

• Maintain our team and its responsiveness and entrepreneurial culture
• Deepen and expand our talent pool with team members in most major cities
• Strengthen our current offerings in consulting, transaction advisory, technical accounting (including SEC, revenue recognition, and lease accounting), and executive search (including expanded C-level search capabilities)
• Expand into new offerings, including restructuring, valuation, tax, audit, and insurance services

Our leadership team will remain fully intact and engaged to continue to deliver the highest level of personal service, but now with the resources and scale of a national organization.

While our name will change to CBIZ CMF, LLC, our values, culture, and commitment to your needs will remain unaltered. You can rest assured that you will receive the same quality services from the same team of people with the same dedication to complete client satisfaction…just under a new name.

We look forward to continuing our work focused on the needs of the private equity community as we evolve within the marketplace, enhance our capabilities and responsiveness, and offer an increasingly comprehensive array of services. We look forward to sharing our new expanded capabilities in financial operations, reporting, and leadership at your portfolio.

Sincerely,

Thomas Bonney, Founder & Managing Director

Seth Goldblum, Managing Director

Kathy Kehoe, Managing Director

Tim Vieira, Managing Director

Don Agee, Managing Director

Copyright © 2017, CBIZ, Inc. All rights reserved. Contents of this publication may not be reproduced without the express written consent of CBIZ. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

CBIZ MHM is the brand name for CBIZ MHM, LLC, a national professional services company providing tax, financial advisory and consulting services to individuals, tax-exempt organizations and a wide range of publicly-traded and privately-held companies. CBIZ MHM, LLC is a fully owned subsidiary of CBIZ, Inc. (NYSE: CBZ).