M&A Advisory Services
CBIZ M&A Group is a leading investment banking firm representing owners of middle-market ($15-300 million in revenue) companies. Our services primarily involve (i) advising business owners on the sale of their companies and larger corporations with divestitures (sell-side representation); (ii) finding financial partners for business owners to help them execute their growth plans by raising equity or debt (recapitalization/equity raise); and (iii) advising companies in the purchase of complementary companies for growth purposes. Founded in 1969 as Niederhoffer, Cross & Zeckhauser, and now doing business as CBIZ M&A Group, our investment banking firm specializes in providing Wall Street-level advisory services to owners of privately held companies. CBIZ M&A Group distinguishes itself as a highly specialized advisory services firm in the marketplace by drawing upon its experience and understanding of the issues and intricacies inherent to middle-market transactions, as well as through the additional services we can provide as part of CBIZ, Inc. (NYSE: CBZ). The financial advisors at CBIZ M&A Group and its predecessors have completed over 330 transactions.
CBIZ M&A Group Becomes Your Strategic Partner
CBIZ M&A Group focuses exclusively on representing owners of superior businesses who are seeking to capitalize on their success. Whether you want to sell your company outright or partner with a sophisticated acquirer who can help you continue to grow your business through an infusion of operating cash or other strategic assistance, CBIZ M&A Group partners with you to provide strategic expertise on which you can rely. CBIZ M&A Group acts as advisor and collaborator and is actively involved in every aspect of the transaction.
Risk-Free / No-Cost Evaluation
CBIZ M&A Group provides potential clients with a no-cost valuation estimate BEFORE we are engaged, with absolutely no obligation on the potential client's part. Based upon our analysis, alternatives are then discussed and recommendations made on the best course of action. We view our role as M&A advisors and collaborators, and are actively involved in every aspect of the transaction. Our hands-on approach, which features a rigorous screening and evaluation of potential buyers, is designed to reduce our client's time commitment, allowing them to focus on only the most important issues. CBIZ M&A Group has the experience necessary to help companies avoid potential pitfalls before they become problems and the expertise to move quickly and decisively if problems occur.
CBIZ M&A Group's Depth of Experience
This in-depth approach has rewarded CBIZ M&A Group with significant experience in a wide variety of industries, including food and consumer products, building products and services, automotive-related products, specialty chemicals, equipment rental and leasing, manufacturing, healthcare, distribution and business services. We understand all segments of the middle-market - and use this knowledge to produce results.
The CBIZ M&A Group Client Commitment
CBIZ M&A Group is committed to providing the highest level of service, integrity and dedication to our clients. We understand that for most of our clients, the sale or merger of their company represents a defining moment for their business and will have a significant impact on their professional and personal lives. Our initial discussions with potential clients, before we are hired, often begin with an in-depth evaluation of shareholder and corporate objectives, industry dynamics, a review of the debt and equity markets and concludes with a no-cost valuation.
How CBIZ M&A Creates Value For Our Clients
CBIZ M&A Group creates value for our clients through (i) creating a confidential, yet competitive, environment that typically increases a company's market value significantly, and (ii) then leveraging the resources of our accounting and tax group, one of the ten largest** in the country, to work closely with our clients' tax and legal advisors to ensure that our client's goals are achieved when structuring, negotiating and closing transactions.
Our Reputation is All We Have; Let Us Earn Your Trust
The professionals at CBIZ M&A Group are investment bankers, not business brokers. We take on a limited number of clients annually and routinely turn down assignments. CBIZ M&A Group gets results: over 95% of our revenues in a typical year will be derived from success fees from completed transactions, as opposed to charging for valuations or conducting seminars. Our former clients refer us to friends and think of us as their friends, too. Learn more about additional products and services from CBIZ that can smooth the path for your mergers and acquisitions, including audit and attest services*, accounting outsourcing, CFO/Controller outsourcing, interim and transitional management consulting, start-up services and bookkeeping outsourcing.
*Audit and attest services may be provided through our association with Mayer Hoffman McCann P.C., an independent CPA firm.
**Together, CBIZ and Mayer Hoffman McCann P.C. are one of the Top Ten accounting providers in the country.
"[CBIZ] was pivotal in raising the equity capital and advising us throughout our management buyout of Nestlé Dairy Systems, industrial division of Nestlé Ice Cream Company."
President, Norse Dairy Systems L.P.
CBIZ M&A Group is a division of CBIZ Financial Solutions, Inc., Member FINRA/SIPC
Registered Investment Adviser
Home Office located at:
6050 Oak Tree Blvd., South
Cleveland, OH 44131
CBIZ Financial Solutions, Inc. is a wholly owned subsidiary of CBIZ, Inc.