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CBIZ MHM (Bethesda)

M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of tax accounting services. The company provides financial accounting and risk advisory services to business clients.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Acquirer
Cherry Bekaert
Primary Office
  • 3 Bethesda Metro Center
  • Suite 600
  • Bethesda, MD 20814
  • United States

CBIZ MHM (Bethesda) Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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CBIZ MHM (Bethesda) Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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CBIZ MHM (Bethesda) Executive Team (9)

Name Title Board
Seat
Contact
Info
Greg Allender Senior Managing Director & President
Jeffrey Sabot Managing Director
Ronald Posner Managing Director
William Smith JD Managing Director
Derek Rose Senior Associate of Transaction Advisory Services

1 Former Executive

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