Status Category:
Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
AV215About our Business
CBIZ Private Equity Advisory is the dedicated private equity advisory practice
of CBIZ (NYSE: CBZ). We are focused on providing private equity groups
and their related portfolio companies with consulting services and solutions
focused on deal advisory, business optimization, EBITDA enhancement and
performance management & improvement. Our team embraces a collaborative,
client-centric approach to architecting and delivering on projects driven by
ongoing transactions, transitions and transformations across a broad range
of industries. We believe that the diverse perspectives of all our team
members help to drive innovation and transformative results for our business.
We are entrepreneurially minded and operate as a meritocracy, promoting and
compensating team members based upon performance and potential. We are CBIZ
Private Equity Advisory - Invested in You.With over 120 offices and nearly 7,000 associate s throughout the U.S. CBIZ
(NYSE: CBZ) delivers top-level financial and employee business services
to organizations of all sizes, as well as individual clients, by providing
national-caliber expertise combined with highly personalized service delivered
at the local level.
CBIZ has been honored to be the recipient of several national recognitions for
2023:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best Brightest Companies in Wellness
Great Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of
the top providers of accounting services in the United States. MHM is an
independent CPA firm that provides audit, review and attest services,
while CBIZ provides business consulting, tax and financial services.About the Practice
CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory,
is the leading national due diligence team for middle market private equity
groups and companies. Our team of M&A professionals has deep experience
helping our clients make well-informed decisions that have a big impact on
their investments.
Our practice has experienced tremendous growth in recent years - more than
doubling in size in just the past two years. Our team and our culture are
truly what sets us apart from other firms. As such, our people are our
number one priority and working for our firm means something different:
Team members work remotely/virtually from anywhere in the U.S.
You will develop collaborative, lasting professional and personal
relationships with clients regardless of your level.
You will receive meaningful support from firm leadership for substantial
professional development. There will be variety in the clients that you work
with and the deals that you work on.
You will work in an environment and culture where your efforts matter to our
team and clients.
We offer market-leading compensation and a consistent track record of maximum
bonus payout.
Promotions and career advancement are based on ability and talent, not
tenure - our merit-based promotions provide a significant opportunity to
accelerate your career trajectory.
Our unique approach to practice management offers opportunities for autonomy
and consistency in schedule from week-to-week - allowing our people to better
plan their work activities and personal lives. Business travel requirements
are minimal.
We place significant emphasis on the value of personal time. We understand
that professional opportunities and advancement are important to you, but
that time for family, friends and personal pursuits are essential to your
life and overall fulfillment. Making sure that team members have flexibility
at work, opportunities to enjoy evenings and weekends and to truly
disconnect for holidays and time off is critical to each team member's
prof ssional engagement and personal well-being.
When times get tough, we get tougher - and we stand by our people. We had
100% personnel retention during the pandemic - and we paid out full bonuses
to our team members.
While we want our people to stay with our firm for their entire careers, we
are also realistic. We are committed to advancing your professional skills
and career opportunities wherever they may lead.
If you're looking to join a talented, rapidly growing, entrepreneurially
minded team of M&A professionals where you can be your whole self, make an
impact, advance your skills and deepen your experiences, then consider
joining our Transaction Advisory Services team.About the Role
Our team focuses on providing both buy side and sell side due diligence to
private equity groups and companies across a variety of industries located
throughout the U.S. You will have the opportunity to perform in-depth
business analysis and advise clients on how to maximize opportunities and
minimize risks related to mergers and acquisitions. Your work will drive
recommendations in the context of key business trends, valuation
considerations and deal structuring alternatives.
Essential Functions & Primary Duties
Provide technical and advisory financial and accounting due diligence services
to private equity clients and companies.
