Insights

Private Equity Focus CBIZ Private Equity Advisory specializes in serving middle-market private equity firms and their portfolio companies, presenting opportunities to offer tailored deal advisory, transition, and performance enhancement solutions to this niche market.

Technology Innovation The recent launch of Vertical Vector AI demonstrates CBIZ's commitment to integrating advanced AI solutions, signaling potential for offering AI-driven consulting, digital transformation, and data analytics services to clients seeking competitive advantages.

Employee and Client Engagement With the introduction of resources like the Employee Experience Guide, CBIZ shows dedication to workforce engagement strategies, opening avenues to provide HR technology, employee engagement tools, and organizational development services to diverse client organizations.

Expanding Leadership Strategic hires such as a Chief Investment Officer and a President indicate CBIZ’s growth ambitions and leadership strengthening, creating sales opportunities for high-level consulting, strategic advisory, and executive development services.

Service Innovation Launch of solutions like the CBIZ Tariff Solution highlights the company's ability to adapt to global trade challenges, presenting prospects to offer specialized compliance, operational risk management, and trade advisory services to businesses navigating complex international markets.

CBIZ Private Equity Advisory Tech Stack

CBIZ Private Equity Advisory uses 8 technology products and services including Refinitiv, Reynolds and Reynolds, Power BI, and more. Explore CBIZ Private Equity Advisory's tech stack below.

  • Refinitiv
    Accounting And Finance
  • Reynolds and Reynolds
    Automotive Marketing
  • Power BI
    Business Intelligence
  • CIM Technologies
    Cad & Graphics
  • SQL
    Database
  • CMMC
    Governance, Risk And Compliance
  • ConnectWise
    Help Desk Management
  • Cowboy
    Web And Application Servers

Media & News

CBIZ Private Equity Advisory's Email Address Formats

CBIZ Private Equity Advisory uses at least 1 format(s):
CBIZ Private Equity Advisory Email FormatsExamplePercentage
FLast@cbiz.comJDoe@cbiz.com
73%
First.Last@cbiz.comJohn.Doe@cbiz.com
15%
FirstLast@cbiz.comJohnDoe@cbiz.com
8%
FirLast@cbiz.comJohDoe@cbiz.com
4%

Frequently Asked Questions

Where is CBIZ Private Equity Advisory's headquarters located?

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CBIZ Private Equity Advisory's main headquarters is located at 520 Walnut Street Suite 1475 Philadelphia, Pennsylvania 19106 United States. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is CBIZ Private Equity Advisory's phone number?

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You can contact CBIZ Private Equity Advisory's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CBIZ Private Equity Advisory's official website and social media links?

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CBIZ Private Equity Advisory's official website is cbiz.com and has social profiles on LinkedIn.

What is CBIZ Private Equity Advisory's SIC code NAICS code?

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CBIZ Private Equity Advisory's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does CBIZ Private Equity Advisory have currently?

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As of February 2026, CBIZ Private Equity Advisory has approximately 135 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Managing Director: C. Y.Senior Director: M. S.Senior Director - Private Equity Consulting: P. H.. Explore CBIZ Private Equity Advisory's employee directory with LeadIQ.

What industry does CBIZ Private Equity Advisory belong to?

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CBIZ Private Equity Advisory operates in the IT Services and IT Consulting industry.

What technology does CBIZ Private Equity Advisory use?

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CBIZ Private Equity Advisory's tech stack includes RefinitivReynolds and ReynoldsPower BICIM TechnologiesSQLCMMCConnectWiseCowboy.

What is CBIZ Private Equity Advisory's email format?

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CBIZ Private Equity Advisory's email format typically follows the pattern of FLast@cbiz.com. Find more CBIZ Private Equity Advisory email formats with LeadIQ.

When was CBIZ Private Equity Advisory founded?

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CBIZ Private Equity Advisory was founded in 2001.

CBIZ Private Equity Advisory

IT Services and IT ConsultingPennsylvania, United States51-200 Employees

CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies. With experience serving over 400 private equity firms and 2,000 portfolio companies, CBIZ Private Equity Advisory delivers deal advisory and performance enhancement services at every stage of the investment lifecycle. CBIZ Private Equity Advisory designs and executes solutions focused on supporting investors and executives in optimizing outcomes and returns.

View our CBIZ Social Media Community Guidelines here: https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Section iconCompany Overview

Headquarters
520 Walnut Street Suite 1475 Philadelphia, Pennsylvania 19106 United States
Phone number
Website
cbiz.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    CBIZ Private Equity Advisory's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CBIZ Private Equity Advisory's revenue is estimated to be in the range of $50M$100M

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