About Private Equity Advisory



Today’s business environment requires focus, speed, agility, quality, judgment and leadership. Since 2002, CBIZ CMF has delivered specialized services to North American based companies (private equity, family and publically owned) going through transactions and transitions. Our clients call us when they have substantial opportunities to make money or prevent/recover from downside “issues”.


The cornerstones of our service culture – responsiveness, confidence, integrity and accountability – are upheld at every level of our organization. Our services are complemented by clearly defined performance principles, which we bring to every engagement. We believe in building lasting business relationships, and strive to deliver long-term value to our clients every step of the way, no matter the length of the project. CBIZ CMF team members have the industry experience and skillsets to support most middle market companies experiencing growth, transactions, or transitions. Our answers have impact and include demonstrable results and the personal connection you expect from a trusted partner.

Been There, Done That: Expertise in advisory services originates from experience. Since 2002, we have worked with 1,000+ companies and 200+ private equity funds addressing complex deal and transition matters.

Trust: We recognize the technical, intellectual and interpersonal challenges that you are experiencing and imbed building and maintaining your trust throughout a project. We are your partner, not your vendor.

Confidence and Judgment: We successfully navigate significant transitions that require great judgment and decision making at critical moments, followed by confidence and competence in execution.

Project Management and Process Operation: Our experience and scale has provided the opportunity to build standardized processes, templates and project management to each client that provides visibility, governance and the opportunity for inevitable course corrections.

Scale: Managing relationship is time consuming for deal professionals and executives dealing with critical issues. Our national scale and comprehensive suite of services saves you valuable time and money.

Contact CBIZ CMF

   325 Chestnut St. | Suite 410 | Philadelphia,    PA 19106 |  View Map
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