Event Details
When:
December 9, 2025 4:30 PM - 6:30 PM EST
Where:
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Overview
No matter the size of the deal, culture is often the silent dealmaker—or the hidden deal killer. While financials get the attention, culture drives performance, integration, retention, and ultimately, value creation.
Join us for a candid conversation on how culture became a strategic weapon in CBIZ’s successful $2.3 billion acquisition of Marcum—and how those same principles apply to lower and mid-market deals. This transaction makes CBIZ the largest full-service professional services advisor of its kind in the U.S., providing accounting, tax, advisory, benefits, insurance, and technology services, primarily to middle-market businesses.
Featuring:
- Jerry Grisko, President & CEO, CBIZ
- Moderator: Micki Byrnes, Chief Communications Officer & Senior Advisor, Adcom
What you’ll learn:
- Get the inside story on CBIZ’s hallmark acquisition
- The red flags that signal culture risk—before you sign the deal
- Lessons from a major transaction that scale down to lower and mid-market deals
- How to use culture to accelerate integration and unlock value
- Why ignoring culture is no longer an option—at any deal size
- The state of talent in Northeast Ohio in general
Speakers
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Hosted by: ACG
Sponsors
Event Materials
EVENT PRICING:
ACG Member: $55
YACG Member: $45
Non-Member: $75