Turning Transactions into Transformation
It’s a defining moment for growth. CBIZ delivers integrated, insight-rich support across the deal lifecycle, empowering businesses and private equity firms to unlock value, reduce risk, and scale smarter.
Insight That Moves the Middle Market
From valuation to integration, CBIZ brings together financial, operational, and strategic expertise to deliver real results.
ArticleResiliency Amid Volatility: Three Key Trends Driving Middle Market M&A in 2025
No matter where you are in the middle-market M&A spectrum, deals are there for the taking in 2025—if you’re ready to make them happen.
Our Leader’s Perspective
CBIZ Strategic M&A Solutions
Assess your readiness, uncover hidden risk, and validate the upside.
Act decisively with expert support across technical, regulatory, and human capital dimensions.
Turn deal intent into measurable value with scalable integration strategies.
Operational precision meets strategic insight. Optimize performance across the portfolio.
Pre-Deal Readiness
Assess your readiness, uncover hidden risk, and validate the upside.
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- Financial due diligence
- Tax structuring
- Benefits and workforce planning
Transaction Execution
Act decisively with expert support across technical, regulatory, and human capital dimensions.
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- Deal structuring
- Systems and process alignment
- Insurance and risk management
Post-Merger Integration
Turn deal intent into measurable value with scalable integration strategies.
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- Synergy planning and tracking
- Culture and change management
- Workforce and benefits harmonization
Private Equity Solutions
Operational precision meets strategic insight. Optimize performance across the portfolio.
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- Buy-side and sell-side readiness
- Value creation planning
- Tech and finance modernization
Managing HR, Benefits & Workplace Challenges
Mergers and acquisitions present exciting opportunities for growth, but they also pose challenges, especially in the realm of employee benefits and HR. For a successful integration, a well-planned benefits and workforce integration strategy is essential — helping companies stay compliant, retain top talent, and avoid costly disruptions.
This guide breaks down the key benefits and HR considerations at each stage of the M&A deal cycle, equipping sponsors with the insights they need to navigate complexities.
