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SAX offers accounting, tax and advisory services to privately held companies, family-owned businesses, not-for-profits and high-net-worth individuals. It delivers audits, tax planning, advisory and wealth-management services through a Client Service Delivery Model across SAX LLP, SAX Advisory Group LLC and affiliates, with offices in Parsippany, Ewing, Morganville and New York City. The firm combines accounting, tax and advisory expertise in a multidisciplinary team to provide integrated, client-specific solutions that aim to turn clients' visions into reality. Its 65-year history, broad geographic presence and client-centric approach differentiate SAX from competitors; securities are offered through Finalis Securities LLC, with Sax Capital Advisors as a separate entity.
Industries
Consulting
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Parsippany-Troy Hills, New Jersey
Founded
1956
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SAX Advisory Group LLC, the Parsippany-based accounting, tax, and advisory firm, has acquired FAZ Forensics. Terms of the transaction were not disclosed.
Sax LLP acquires CoMetrics Partners. Updated March 27, 2026, 1:44 pm Parsippany, N.J.-based IPA Top 100 firm Sax LLP (FY24 net revenue of $110.9 million) has acquired CoMetrics Partners, a management consulting and technology firm focused on consumer product companies, lenders and investors. The acquisition expands the firm's capabilities in turnaround management, profit optimization, M&A due diligence, lender services and performance analytics. CoMetrics brings more than 18 years of experience along with proprietary technology designed to deliver real-time, data-driven insights. "Mid-market consumer product companies don't need another advisor telling them what happened last quarter. They need someone who can show them what's happening right now and help them act on it," said Joseph A. Damiano, CEO of SAX Advisory Group. "CoMetrics has built exactly that capability. Hands-on operators with proprietary technology that gives clients real-time visibility into their business. Bringing that into the SAX platform means our clients get one team that sees the whole picture: operations, capital structure, and performance data, all under one roof." "This partnership is a significant advancement for our consumer products clients," said Joshua Chananie, head of SAX consumer products. "Integrating DataMetrics with our advisory capabilities gives clients real-time visibility into their key performance indicators - that drives financial performance and sustainable growth." CoMetrics' team and three partners, including Gary Herwitz, managing partner, have joined the firm, with the platform and methodology remaining intact. The combination enhances SAX's consumer products and capital markets capabilities while providing CoMetrics access to a broader national platform. "SAX is an entrepreneurial professional services firm that shares our values and commitment in helping our clients achieve excellence," said Herwitz. "SAX gives us the platform to expand upon what we already do well, with significantly more resources behind us." Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination, commented, "Among the Top 60 CPA firms nationally, SAX continues to be recognized as one of the highest-performing firms in the country. The firm is now expanding its M&A and lateral talent strategies and attracting exceptional talent eager to join. Gary Herwitz and his CoMetrics team are one of the preeminent advisory firms in the consumer products industry and, with the SAX platform behind them, should accomplish great things together."
SAX Advisory Group, a Parsippany-based accounting and advisory firm, has acquired CoMetrics Partners, a management consulting and technology firm serving consumer product companies, lenders and investors. The acquisition expands SAX's capabilities in turnaround management, profit optimization, M&A due diligence and performance analytics. CoMetrics' entire professional staff and three partners have joined SAX, bringing the firm to 73 partners and over 500 professionals across the East Coast. SAX Wealth Advisors oversees over $4.8 billion in assets under management. This marks SAX's third combination in 2026 and fifth since its minority investment from Cobepa. The firm is executing a strategic growth plan whilst maintaining independence through its capital partnership.
Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.
Sax buys Owen J. Flanagan & Co. in New York City. The top 75 firm has made its second M&A deal of 2026 acquiring Owen J. Flanagan & Co., an accounting firm based in New York City, effective Jan. 22. Top 75 accounting firm Sax has acquired Owen J. Flanagan & Co., an accounting firm based in New York City, effective Jan. 22. This is Parsippany, NJ-based Sax's second M&A transaction of 2026. The firm said Jan. 7 that it acquired Scheidel, Sullivan & Lanni CPA, a Ramsey, NJ-based accounting and advisory firm, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors, SSL's wealth management arm, effective Jan. 4. Sax said it now has 73 partners, 432 total employees, and over $4.6 billion in assets under management, with a presence across five offices in New Jersey, New York, and Mumbai, India, as well as a remote workforce spanning 27 U.S. states. The acquisition of OJF is also Sax's fourth M&A deal since last year's minority investment from private equity firm Cobepa, intended to accelerate the accounting firm's strategic expansion, capabilities, and innovation.
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Industries
Consulting
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Parsippany-Troy Hills, New Jersey
Founded
1956
Find jobs on Simplify and start your career today