Turning Transactions into Transformation

Middle market M&A is more than just a deal. 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.

That’s why we’re focused on M&A—because even in a shifting landscape, there’s still opportunity. With tax and legislative changes looming under a new administration, buyers and sellers alike are navigating tighter deal timelines, complex valuations, and rising regulatory scrutiny.

 

Insight That Moves the Middle Market

From valuation to integration, CBIZ brings together financial, operational, and strategic expertise to deliver real results. Our professionals distill market complexity into actionable guidance, offering strategies to help you manage today’s unique pressures, from the AI boom to legislative uncertainty. Explore the latest insights, articles, and resources designed to help you make informed decisions at every stage of the deal.

Our Leader’s Perspective

“Today’s M&A market rewards clarity, timing, and structure. From AI to estate planning, we help businesses and investors seize opportunities and maximize value.”

Seth Goldblum
CBIZ Advisory Services Leader
M&A Integration Guide

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.

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Let’s Build What’s Next — Together

We help companies see around corners, move faster, and grow with confidence.

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