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CBIZ, Inc.

For the period ended Nov 2, 2026. Filed Nov 2, 2026.

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About this filing

A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.

Nov 2, 2026 · Filed Nov 2, 2026

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CBZ$54.980.0%Stored close · as of Oct 30, 2026
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EX-99.1 · Complementary capabilities and shared commitments

Complementary capabilities and shared commitments

With the addition of CBIZ, Grant Thornton Advisors can provide enhanced services to clients at every stage of growth — from early development to global scale — bringing together greater industry knowledge, multinational reach and technology capabilities.

The combination strengthens Grant Thornton Advisors’ ability to deliver tailored insights and solutions through expanded industry knowledge and expertise. It also provides greater scale to accelerate the firm’s previously announced $1 billion investment in AI and advanced technologies. This is especially important as organizations increasingly seek support to adopt AI, unlock its value and manage the associated risks.

The combination also creates new opportunities for Grant Thornton Advisors’ approximately 20,000 U.S.-based professionals to grow, build rewarding careers and do their best work. These opportunities will be supported by a strong organizational culture and new models that enable professionals to participate in equity structures and pursue partnership-track careers.

“Today, we bring together two firms with complementary capabilities and a shared commitment to incredible client service,” said Grant Thornton Advisors’ Peko. “CBIZ’s strong U.S. relationships and industry knowledge, combined with our expertise, multinational reach and investment in technology, give us a powerful formula for serving clients no matter how complex their needs. Our focus now is on bringing together the best of both organizations to help our clients achieve even greater success, while opening new paths for our people to grow and thrive.”

Peko added that Grant Thornton Advisors will maintain its strong focus on quality, independence and trust, reflecting the firm’s ongoing commitment to its stakeholders and belief in its purpose-built operating model.

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.