About This Deal

CBIZ acquired Sequoia, a transaction announced in December 2018.

Cleveland provider of retirement-plan and advisory services; added to the Benefits and Insurance practice group. (2018's three deals carried ~$27.9M cash + $0.9M stock + $13.4M contingent aggregate consideration.)

Cleveland provider of retirement-plan and advisory services; added to the Benefits and Insurance practice group. (2018's three deals carried ~$27.9M cash + $0.9M stock + $13.4M contingent aggregate consideration.)

Deal Terms

Acquirer
CBIZ
Target
Sequoia
Value
Not disclosed
Date
December 2018
Type
Full acquisition
Status
Completed

Transaction Details

Announced
December 1, 2018

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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