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Corporation
FINANCIAL | Accounting
cbiz.com

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Portfolio Exits

2

Partners & Customers

5

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.

CBIZ Headquarter Location

6050 Oak Tree Blvd. Suite 500

Cleveland, Ohio, 44131,

United States

216-447-9000

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

CBIZ Web Traffic

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Page Views per Million (PVPM)
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CBIZ Rank

Latest CBIZ News

What Makes CBIZ (CBZ) a Good Fit for "Trend Investing"

Oct 14, 2021

CBIZ (CBZ) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several... This story originally appeared on Zacks While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy. - Zacks The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive. Investors looking to make a profit from stocks that are currently on the move may find our "Recent Price Strength" screen pretty useful. This predefined screen comes handy in spotting stocks that are on an uptrend backed by strength in their fundamentals, and trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness. CBIZ (CBZ) is one of the several suitable candidates that passed through the screen. Here are the key reasons why it could be a profitable bet for "trend" investors. A solid price increase over a period of 12 weeks reflects investors' continued willingness to pay more for the potential upside in a stock. CBZ is quite a good fit in this regard, gaining 9.2% over this period. However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened in a shorter time frame. It's important for a potential winner to maintain the price trend. A price increase of 5.6% over the past four weeks ensures that the trend is still in place for the stock of this provider of outsourced business services. Moreover, CBZ is currently trading at 93% of its 52-week High-Low Range, hinting that it can be on the verge of a breakout. Looking at the fundamentals, the stock currently carries a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises -- the key factors that impact a stock's near-term price movements. The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Another factor that confirms the company's fundamental strength is its Average Broker Recommendation of #1 (Strong Buy). This indicates that the brokerage community is highly optimistic about the stock's near-term price performance. So, the price trend in CBZ may not reverse anytime soon. In addition to CBZ, there are several other stocks that currently pass through our "Recent Price Strength" screen. You may consider investing in them and start looking for the newest stocks that fit these criteria. This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market. However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.

CBIZ Portfolio Exits

2 Portfolio Exits

CBIZ has 2 portfolio exits. Their latest portfolio exit was CBIZ - Bethesda Business Division on August 10, 2015.

Date

Exit

Companies

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

Acquirer

Sources

8/10/2015

Divestiture

1

00/00/0000

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$991

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10

Date

8/10/2015

00/00/0000

Exit

Divestiture

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Companies

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Valuation

$991

Acquirer

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Sources

1

10

CBIZ Acquisitions

38 Acquisitions

CBIZ acquired 38 companies. Their latest acquisition was Shea Labagh Dobberstein on September 01, 2021.

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

9/1/2021

Acquired

2

6/1/2021

Acquired

4

4/29/2021

Acquired

1

1/11/2021

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$99M

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10

1/4/2021

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$99M

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10

Date

9/1/2021

6/1/2021

4/29/2021

1/11/2021

1/4/2021

Investment Stage

Companies

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Valuation

Total Funding

$99M

$99M

Note

Acquired

Acquired

Acquired

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Sources

2

4

1

10

10

CBIZ Partners & Customers

5 Partners and customers

CBIZ has 5 strategic partners and customers. CBIZ recently partnered with ZayZoon on February 2, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

2/22/2021

Partner

ZayZoon

Canada

2

2/2/2018

Partner

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10

10/15/2003

Vendor

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10

7/11/2000

Vendor

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10

Partner

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10

Date

2/22/2021

2/2/2018

10/15/2003

7/11/2000

Type

Partner

Partner

Vendor

Vendor

Partner

Business Partner

ZayZoon

Country

Canada

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News Snippet

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Sources

2

10

10

10

10

CBIZ Team

9 Team Members

CBIZ has 9 team members, including current President, Eric Rustand.

Name

Work History

Title

Status

Eric Rustand

President

Current

Dan Seff

Senior Managing Director

Current

Keith W. Reeves

Founder

Former

James S. Vitalie

Old Mutual Asset Management

President

Former

JAMES MIRANDA CFO USAF Veteran

Other World Computing, Sonoco Products, Citibank, Unilever, and U.S. Air Force

Chief Financial Officer, Chief Operating Officer

Former

Name

Eric Rustand

Dan Seff

Keith W. Reeves

James S. Vitalie

JAMES MIRANDA CFO USAF Veteran

Work History

Old Mutual Asset Management

Other World Computing, Sonoco Products, Citibank, Unilever, and U.S. Air Force

Title

President

Senior Managing Director

Founder

President

Chief Financial Officer, Chief Operating Officer

Status

Current

Current

Former

Former

Former

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