TAX PLANNING · RESEARCH & INSIGHT| Activity | Evidence status/date | Value or scale | Buyer implication |
|---|---|---|---|
| Grant Thornton Advisors acquisition of CBIZ | Completion announced on a November 2026 official page retrieved 3 November; exact day absent from retrieved text | $5 billion enterprise value, publisher-reported | Reconfirm contracting entity, continuity and service scope. The page describes a separate attest transaction expected later, so do not merge the two statuses. Grant Thornton Advisors — Completion of CBIZ acquisition, November 2026 page |
| Wipfli/New Mountain Capital investment | 2025 definitive-agreement announcement; older than the preferred 12-month news window | Significant minority investment; terms not disclosed in that release | Ask about operating structure and assigned team. The announcement alone is not a closing certificate. Wipfli — Strategic minority investment announcement, 2025 |
| CBIZ acquisition of Marcum non-attest business | Completed 1 November 2024; historical context | Approximately $2.3 billion cash/stock transaction | Demonstrates consolidation history; not new November 2026 deal flow. CBIZ — Completion of Marcum acquisition, 1 November 2024 |
These are provider-platform transactions, not transactions by this desk’s target buyers and not revenue earned from tax savings. This small selection does not measure acquisition volume, valuation multiples or the percentage of firms backed by investors. Consolidation can change ownership and resources; it does not by itself prove better service or higher fees.
Explore the structured evidence
Grant Thornton Advisors acquisition of CBIZ
Completion announced on a November 2026 official page retrieved 3 November; exact day absent from retrieved text
$5 billion enterprise value, publisher-reported
Reconfirm contracting entity, continuity and service scope. The page describes a separate attest transaction expected later, so do not merge the two statuses. Grant Thornton Advisors — Completion of CBIZ acquisition, November 2026 page
Sources cited on this page
- Grant Thornton Advisors — Completion of CBIZ acquisition, November 2026 pagewww.grantthornton.com
- Wipfli — Strategic minority investment announcement, 2025www.wipfli.com
- CBIZ — Completion of Marcum acquisition, 1 November 2024cbiz.gcs-web.com