Comprehensive Private Equity Solutions

Deal Advisory

Making the right investment is about more than just closing a deal—it’s about seeing the full picture. Our team helps private equity sponsors and their portfolio companies navigate complex transactions with data-driven insights and meticulous execution. Whether you’re assessing a target, structuring a tax-efficient transaction, or preparing for an exit, CBIZ ensures you have the financial clarity and leverage to maximize value at every stage.

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Performance Enhancement

Driving value post-close requires more than just financial oversight—it demands a structured approach to operational and financial optimization. CBIZ works alongside portfolio companies to strengthen finance functions, improve profitability, and scale efficiently. Whether it’s enhancing financial reporting, implementing forward-looking planning, or ensuring post-transaction stability, our experts provide the strategic and hands-on support to turn your investment into a high-performing business.

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Unmatched Expertise

CBIZ delivers value-driven solutions for sponsors and portfolio companies, helping them make informed investment decisions, optimize performance, and accelerate growth.

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Insights that Impact

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Why Background Investigations Matter

Find out how background investigations can enhance hiring quality, protect your brand, and reduce legal risks. Equip your team with knowledge now!

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Navigating the Complex Terrain of Accounting for Warrants to Customers: A Guide to GAAP Compliance

While warrants can offer many opportunities for companies and their customers, they also introduce a layer of complexity in accounting practices under the Generally Accepted Accounting Principles (GAAP).

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Ohio’s Pay Stub Protection Act: What Employers Need to Know

Learn about Ohio’s Pay Stub Protection Act, effective April 9, 2025. Discover employer requirements for wage statements, compliance protocols, and how to avoid penalties. Stay ahead with CBIZ’s payroll and compliance expertise.

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409A Valuations: Understanding the Impact on Stock-Based Compensation

Explore the impact of market fluctuations on 409A valuations and how they affect accounting for stock-based compensation.

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March 2025 Recap | On The Margin

Dive into March 2025’s market trends with our detailed update. Follow the influence of global trade policies and economic factors on equities and bonds, designed for financially savvy investors seeking market understanding.

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Spring Cleaning for Your Finances

Like decluttering your home, organizing your finances can help you gain better control over your money to set yourself up for success.

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Article

Let’s Talk Growth

Whether you’re preparing for a transaction, optimizing a portfolio company, or planning an exit, CBIZ Private Equity Advisory provides the insight, expertise, and execution to maximize value. Connect with our team today to discuss your specific needs.

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