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CBIZ company logo
Corporation
FINANCE | Accounting
cbiz.com

Partners & Customers

10

About CBIZ

CBIZ (NYSE: CBZ) is a services company, providing a range of business services, products, and solutions that help clients better manage finances and employees. The company provides clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services.

Headquarters Location

6050 Oak Tree Blvd. Suite 500

Cleveland, Ohio, 44131,

United States

216-447-9000

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Latest CBIZ News

CBIZ Acquires Pivot Point Security

Jun 6, 2023

June 6, 2023 CLEVELAND, June 5, 2023 /PRNewswire/ — CBIZ, a leading provider of financial, insurance and advisory services, announced today that it has acquired information security consulting firm, Pivot Point Security, of Hamilton, NJ, effective June 1, 2023. Founded in 2001, PPS helps small and middle market businesses navigate the complex challenges of information security and compliance. These services include certification and compliance preparation work for the most important U.S. and international regulatory frameworks, gap analyses, such as vulnerability assessments, penetration testing, and vendor risk management, and other consulting services such as outsourced virtual Chief Information Security Officer. PPS has 30 employees and recorded $6.6 million in revenue in 2022. Jerry Grisko, President and CEO of CBIZ, said, “The acquisition of Pivot Point significantly increases the depth of expertise and scope of the cyber and security services that we provide to our clients. We have long been searching for the right firm to enhance our services in this area. In Pivot Point, I am confident that we found the right team and we are very pleased to welcome them to CBIZ.” John Verry, of PPS, stated, “We are very excited to join CBIZ. Being a part of a premier national advisory services provider will expand our ability to provide clients with best-in-class service and solutions to help them secure and grow their businesses. Our mutual goal of establishing enduring partnerships with clients and achieving outstanding outcomes makes this an ideal match and provides our team significant growth and professional development opportunities.” About CBIZ CBIZ, Inc. is a leading provider of financial, insurance, and advisory services to businesses throughout the United States. Financial services include accounting, tax, government health care consulting, transaction advisory, risk advisory, and valuation services. Insurance services include employee benefits consulting, retirement plan consulting, property and casualty insurance, payroll, and human capital consulting. With more than 120 Company offices in 33 states, CBIZ is one of the largest accounting and insurance brokerage providers in the U.S. For more information, visit www.cbiz.com .

CBIZ Acquisitions

42 Acquisitions

CBIZ acquired 42 companies. Their latest acquisition was Pivot Point Security on June 01, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/1/2023

$99M

Acquired

6

2/1/2023

$99M

Acquired

2

7/8/2022

$99M

Acquired

1

1/10/2022

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$99M

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10

9/1/2021

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$99M

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10

Date

6/1/2023

2/1/2023

7/8/2022

1/10/2022

9/1/2021

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Acquired

Acquired

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Sources

6

2

1

10

10

CBIZ Partners & Customers

10 Partners and customers

CBIZ has 10 strategic partners and customers. CBIZ recently partnered with PolicyGenius on October 10, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

10/3/2022

Partner

United States

Policygenius and CBIZ Announce Partnership to Expand Life Insurance Offerings and Empower Agents to Place More Term Life Coverage

This partnership enables CBIZ , Inc. to expand its term life insurance offerings by giving their clients access to Policygenius ' wide variety of insurers and policy options , including accelerated underwriting offerings exclusively available on the Policygenius platform .

2

5/5/2022

Vendor

United States

CBIZ Enlists Aiwyn to Further Enhance Their Client Billing Experience.

Said Vice President , Practice Management Office of CBIZ , Tim Perdion : `` Our team is really pleased to bring an integrated digital invoice delivery and online payment option to our Financial Services clients and Aiwyn has been a great partner in the process from the beginning of the process .

1

2/22/2021

Partner

Canada

2

2/22/2021

Partner

Canada

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10

2/2/2018

Partner

United States

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10

Date

10/3/2022

5/5/2022

2/22/2021

2/22/2021

2/2/2018

Type

Partner

Vendor

Partner

Partner

Partner

Business Partner

Country

United States

United States

Canada

Canada

United States

News Snippet

Policygenius and CBIZ Announce Partnership to Expand Life Insurance Offerings and Empower Agents to Place More Term Life Coverage

This partnership enables CBIZ , Inc. to expand its term life insurance offerings by giving their clients access to Policygenius ' wide variety of insurers and policy options , including accelerated underwriting offerings exclusively available on the Policygenius platform .

CBIZ Enlists Aiwyn to Further Enhance Their Client Billing Experience.

Said Vice President , Practice Management Office of CBIZ , Tim Perdion : `` Our team is really pleased to bring an integrated digital invoice delivery and online payment option to our Financial Services clients and Aiwyn has been a great partner in the process from the beginning of the process .

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Sources

2

1

2

10

10

CBIZ Team

12 Team Members

CBIZ has 12 team members, including current President, Eric Rustand.

Name

Work History

Title

Status

Eric Rustand

President

Current

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Name

Eric Rustand

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Work History

Title

President

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Status

Current

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