About This Deal
CBIZ acquired Somerset CPAs and Advisors, a transaction announced in February 2023.
Indianapolis full-service accounting, tax and financial-advisory firm; a larger 2023 tuck-in (CBIZ recorded ~$3.4M of transaction/retention/integration costs tied to Somerset).
Indianapolis full-service accounting, tax and financial-advisory firm; a larger 2023 tuck-in (CBIZ recorded ~$3.4M of transaction/retention/integration costs tied to Somerset).
Deal Terms
Acquirer
CBIZ
Target
Somerset CPAs and Advisors
Value
Not disclosed
Date
February 2023
Type
Full acquisition
Status
Completed
Transaction Details
Announced
February 1, 2023
Advisors
Advisory firms were not disclosed for this transaction.
Related Deals & Entities
Sources:
Press release ↗
See how Top Bucket AI works for your firm
Request DemoTop Bucket AI Research
Stay ahead of private markets
Research and market intelligence for private-markets professionals.
✓
You're subscribed.
Thanks for signing up.