CBIZ (CBZ) Proxy filing summary

Executive summary

• Announced a definitive agreement for acquisition by Grant Thornton Advisors, with the Benefits & Insurance division to become a standalone entity owned by New Mountain Capital after closing.

• Transaction is subject to customary approvals and closing conditions, with ongoing communication promised as more information becomes available.

• Forward-looking statements highlight anticipated benefits, including growth, innovation, and expanded career opportunities, but also note significant risks and uncertainties.

Voting matters and shareholder proposals

• Shareholder approval is required for the proposed transaction, and proxy materials will be filed with the SEC for solicitation.

• Shareholders are advised to read the forthcoming proxy statement and related materials before making voting or investment decisions.

Board of directors and corporate governance

• Directors and executive officers may be deemed participants in the proxy solicitation, with their interests detailed in the 2026 Annual Proxy.

• Updated information on directors' and officers' interests will be included in the proxy statement and related SEC filings.