)
CBIZ (CBZ) investor relations material
CBIZ EGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Special meeting called to order; Sept. 16, 2026, was the record date for stockholders entitled to notice and vote.
Meeting notice and proxy statement were first mailed Sept. 21, 2026; 40,430,774 shares represented by proxy constituted a quorum.
Polls opened at 8:02 a.m. ET and closed at 8:05 a.m. ET; stockholders could vote online or rely on previously submitted proxies.
Specific resolutions to be voted on
Proposal 1: adopt the July 28, 2026, merger agreement among CBIZ, Inc., Viking ParentCo, Inc., and Viking MergerCo, Inc.
Proposal 2: non-binding advisory vote on transaction-related compensation for named executive officers.
Proposal 3: authorize adjournment if needed to provide proxy materials or solicit additional votes for the merger agreement.
Board and executive committee updates
The Board unanimously approved and declared the merger agreement and related transactions advisable, and recommended approval of the merger agreement proposal.
The Board unanimously recommended votes for the merger-related compensation and adjournment proposals.
- Q3 revenue and adjusted EBITDA grew as Grant Thornton’s $5.0B deal awaited approval.CBZ
Q3 2026 - Shareholders to vote on $55.00 per share cash merger, board unanimously recommends approval.CBZ
Proxy filing - Shareholders will vote on a $55.00 per share cash merger, with board unanimous support and appraisal rights.CBZ
Proxy filing - Acquisition proposal advances, with shareholder vote and detailed executive disclosures forthcoming.CBZ
Proxy filing - Acquisition agreement reached, requiring shareholder approval and detailed proxy disclosures.CBZ
Proxy filing - Definitive acquisition agreement at a 54% premium, pending shareholder approval and regulatory review.CBZ
Proxy filing - Acquisition for $55/share with go-shop, segment separation, and privatization expected in Q4 2026.CBZ
Proxy filing - CBIZ to be acquired for $5B cash, creating the fifth-largest U.S. professional services firm.CBZ
Proxy filing - Q2 2026 net income dropped 55.6% as a $5.0B, $55/share buyout was announced.CBZ
Q2 2026
Next CBIZ earnings date
Next CBIZ earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)