CBIZ, Inc. Acquires Pension Dynamics Company, LLC

February 1, 2020

CBIZ, Inc. acquired substantially all the assets of Pension Dynamics Company, LLC, a Pleasant Hill, California-based retirement and benefits plan advisor, effective February 1, 2020. The acquisition expands CBIZ's retirement planning advisory capacity on the West Coast and adds approximately 25 employees and $3.6 million in annual revenue to its business.

Buyers
CBIZ, Inc.
Targets
Pension Dynamics Company, LLC
Location
California, United States
Transaction Type
Buyout

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