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. Explore the latest insights, articles, and resources designed to help you make informed decisions at every stage of the deal.
Featured Articles
The M&A Deal Lifecycle
Every deal is different, but the right structure, strategy, and support can make all the difference. CBIZ brings cross-functional expertise to each phase of your M&A journey, from first steps to integration and beyond.
Our Leader’s Perspective
Comprehensive M&A and Private Equity Support
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.
