$55 a Share: Who Won, Who Lost in CBIZ’s 29-Year Rollup

For Marcum partners, it’s complicated.

By CPA Trendlines Research

Grant Thornton’s cash offer creates four very different CBIZ histories: a modest return for some long-term holders, a nearly 4,800% gain for investors who bought after the 2000 collapse, a 38% loss from the 2025 peak and no defensible single answer for former Marcum partners.

MORE Special Report on the CBIZ-Grant Thornton Deal: 

Fatal Attraction: How the Marcum Deal Set Up CBIZ for the Grant Thornton Takeover

Grant Thornton Flexes PE Muscle in CBIZ Deal

CBIZ: Spanning 2 Rollup Eras in 2 Centuries

$55 a Share: Who Won, Who Lost in CBIZ’s 29-Year Rollup

CPA PE Deal Tracker™: The Consolidator Gets Consolidated

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Same deal. Same $55 a share, cash, on the table for every CBIZ shareholder. Four completely different outcomes, depending on when you bought in.