Leading with Vision: Jeffrey Weiner interviewed by Russell Shapiro on Growth and Strategy
LP Partner Russell Shapiro recently interviewed Jeffrey Weiner, who served as chairman and CEO of Marcum LLP until it was acquired by CBIZ in 2024. In this compelling conversation, Jeffrey illuminates some of the key moments from his long career, noting the changes he has seen and where the industry is headed. Russell and Jeffrey discuss questions including:
- What was Jeffrey’s strategy for growth at Marcum?
- As Marcum was adding expertise, depth and breadth, was the goal also to grow larger generally?
- What was Marcum’s first big deal that brought the company to the national stage?
- What was the appeal to these targets that helped land and close deals?
- What was Marcum looking for in a target?
- What was Marcum’s strategy of using debt for acquisitions?
- How would Jeffrey describe his leadership style?
- Before Marcum merged with CBIZ, Marcum experienced a failed PE opportunity. What was that journey like?
- Why did the private equity deal ultimately not pan out?
- How is private equity impacting younger people going into the profession, either positively or negatively?
- Could an independent firm mimic the private equity model by themselves?
- How will AI and technology impact the profession?
- Where is the M&A environment now, and where will it go?
- To what does Jeffrey attribute his personal success, and what is he most proud of?
- Keys to success for someone starting out