Acquisition Opportunity Marcум Technology has been acquired by CBIZ, signaling a strategic consolidation in professional services. This creates a doorway for cross-sell of CBIZ's accounting, tax, advisory and technology services to Marcum’s client base and for Marcum’s existing clients to access CBIZ’s broader service suite.

Expanded Enterprise Reach With CBIZ boasting over 10,000 professionals across 160 locations, there is potential to scale Marcum’s IT services through CBIZ’s nationwide footprint, enabling larger multi-market engagements and standardized service offerings.

Tech Stack Synergy Marcum’s tech stack cues (UiPath automation, Microsoft Intune, DoubleClick Floodlight, jQuery UI) align with CBIZ’s technology initiatives. This presents opportunities for joint digital transformation programs, security modernization, and marketing technology enhancements for CBIZ clients.

Cross-Sell Financial Services Given CBIZ’s strength in accounting, tax and advisory, there is a clear path to bundle IT consulting with financial services for middle-market firms, creating integrated solutions around ERP, cybersecurity, data analytics and risk management.

Growth Through Synergies The combination positions CBIZ and Marcum to pursue expanded service offerings in IT strategy, cloud and managed services for mid-market customers, while exploring potential upsell to Marcum’s and CBIZ CPAs client networks for holistic technology and financial advisory engagements.