About This Deal

CBIZ acquired Gavion, LLC, a transaction announced in July 2019.

Memphis registered investment advisor providing investment-consulting services to institutional clients; added to the Benefits and Insurance Services practice group.

Memphis registered investment advisor providing investment-consulting services to institutional clients; added to the Benefits and Insurance Services practice group.

Deal Terms

Acquirer
CBIZ
Target
Gavion, LLC
Value
Not disclosed
Date
July 2019
Type
Full acquisition
Status
Completed

Transaction Details

Announced
July 1, 2019

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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