Latest CBIZ Headlines
All the headlines from our CBIZ Topic Page, ordered by recency.
CBIZ to Acquire Accounting Firm Marcum in $2.3 Billion Deal
Aug 1 2024 // Financial services and insurance provider CBIZ said on Wednesday it would buy Marcum, one of the biggest accounting services providers in the United States, in a $2.3 billion cash-and-stock deal. The accounting market in...
Insurance Broker CBIZ Buys Information Security Consultant Pivot Point
Jun 6 2023 // Cleveland-based insurance and financial advisory firm CBIZ, Inc. announced that it acquired information security consulting firm, Pivot Point Security, of Hamilton, New Jersey, effective June 1, 2023. Founded in 2001, PPS...
Amwins Acquires Maryland’s CBIZ M.T. Donahoe & Associates
Jun 9 2021 // Amwins, a global distributor of specialty insurance products and services, has acquired CBIZ M.T. Donahoe & Associates LLC (MTDA), a Maryland-based general agent specializing in employee and individual benefits and...
CBIZ Acquires New Jersey’s Borden Perlman Insurance Agency
Jan 4 2021 // CBIZ Inc., a provider of financial, insurance and advisory services, has acquired Borden Perlman Insurance Agency Inc. (BP) of Ewing, N.J., effective December 31, 2020. Founded more than 100 years ago, BP is a fourth...
Business Moves
Aug 24 2020 // East World Insurance Associates, Millennium Medical Solutions Corp. World Insurance Associates LLC acquired Millennium Medical Solutions Corp. of Armonk, N.Y., on June 1, 2020. Millennium Medical Solutions Corp. is an...
CBIZ Inc. Acquires Assets of Virginia’s Prince-Wood Insurance
Jul 9 2020 // CBIZ Inc. has acquired substantially all of the assets of Prince-Wood Insurance L.L.C. (PWI) of Woodbridge, Va., effective July 1, 2020. Established in 1967, PWI provides property and casualty insurance to small and...
CBIZ Acquires Alliance Insurance Services of Washington D.C.
Feb 7 2020 // CBIZ Inc., a provider of financial, insurance and advisory services, has acquired substantially all of the assets of Alliance Insurance Services Inc. (AIS) of Washington, D.C., effective February 1, 2020. With roots dating...
People
Oct 1 2018 // Fourteen-year Erie Insurance veteran Glenn Kricher has been appointed to the position of branch manager at the insurer’s Harrisburg, Penn., branch, effective Sept. 13. As a current senior district sales manager in...
CBIZ Hires Garguilo in Pennsylvania
Sep 11 2018 // CBIZ has hired Michael A. Garguilo as president of the Northeast and Mid-Atlantic regions of CBIZ Insurance Services Inc. Garguilo brings nearly 30 years of insurance experience to CBIZ. He is based in the Plymouth...
CBIZ Insurance Services Adds 3 New Staff to Sarasota, Florida Office
Oct 19 2016 // CBIZ has added three professionals to lead the new CBIZ Insurance Services, Inc. practice in Sarasota, Fla. Keith Mercier joins CBIZ as president of CBIZ Insurance Services, Florida, West Coast. In his new role with CBIZ,...
CBIZ Acquires Savitz Organization in Philadelphia
Apr 4 2016 // CBIZ Inc., a professional business services firm based in Cleveland, announced that it has acquired the Savitz Organization in Philadelphia, effective April 1. Terms of the transaction were not disclosed. Founded in 1968,...
CBIZ Acquires Model Consulting in Pennsylvania
Mar 4 2015 // CBIZ Inc. in Cleveland, Ohio, announced that it has acquired Model Consulting Inc. in Trevose, Pennsylvania. Terms of the transaction were not disclosed. Founded in 1990, Model Consulting provides employee benefit...
CBIZ Acquires Weekes & Callaway in Florida
Nov 7 2014 // CBIZ Inc. in Cleveland, Ohio, has acquired Weekes & Callaway Inc. (W&C), an independent insurance agency based in Delray Beach, Florida, effective Nov. 1, 2014. Financial terms were not disclosed. Founded in...
People – Midwest
Aug 4 2014 // Timothy L. Rauch Travis Schreiber Missouri-based Columbia Insurance Group (CIG) welcomed Kansas native Kelly Klug, as its new chief financial officer, senior vice president and treasurer. Klug has 30 years of experience as...
O’Connor Named National Practice Leader for Employee Benefits at CBIZ
Jul 10 2014 // Cleveland, Ohio-based CBIZ Inc., a provider of employee benefits and insurance advisory services, has appointed Jim O’Connor national practice leader for employee benefits. O’Connor previously served as...
CBIZ Acquires Centric Insurance Agency in New Jersey
Jan 8 2014 // Cleveland-based CBIZ Inc. announced that it acquired substantially all the assets of Centric Insurance Agency in New Providence, New Jersey, effective Jan. 1, 2014. Established in 1994, Centric Insurance Agency is an...
Business Moves
Jun 3 2013 // Turner Barker, Clark Insurance Turner Barker Insurance, previously a subsidiary of Gorham Savings Bank, has completed its merger transaction with Clark Insurance. Both agencies are based in Portland, Maine. The deal was...
CBIZ Acquires Minnesota’s Associated Insurance Agents
May 7 2013 // CBIZ Inc. announced it acquired Associated Insurance Agents (AIA), of Minneapolis, Minn., effective May 1, 2013. Established in 1982, AIA is an insurance brokerage agency specializing in property and casualty insurance,...
Business Moves – West
Nov 19 2012 // Hub International, Raintree Hub International Ltd. acquired the assets of Raintree Insurance Agency Inc., a San Bernardino, Calif.-based insurance brokerage firm. Raintree will become part of the California operations of...
CBIZ Buys Leavitt Pacific’s Employee Benefits in California
Nov 6 2012 // Cleveland, Ohio-based CBIZ Inc. has acquired the employee benefit division of Leavitt Pacific Insurance Brokers Inc. of Campbell, Calif. Leavitt Pacific Insurance provides employee benefits, retirement plan services, as...
