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  • Sax Acquires CoMeTop 75 accounting firm Sax acquired CoMetrics Partners, a New York City management consulting and tech firm serving consumer product companies, lenders, and investors. This is Sax's third M&A deal this year. Why This Matters Sax is building a full-stack advisory platform for consumer products companies. CoMetrics brings real-time performance analytics via proprietary software (DataMetrics), plus hands-on turnaround management and M&A due diligence capabilities. CoMetrics' entire professional staff and three partners joined Sax. Financial terms weren't disclosed. Sax's 2026 M&A Spree This is the third deal in three months: January: Acquired Scheidel, Sullivan & Lanni CPA (Ramsey, NJ) and SSL's wealth management arm, Sierra Financial Advisors, via Sax Wealth Advisors. January 22: Acquired Owen J. Flanagan & Co. (New York City). March 27: Acquired CoMetrics Partners (New York City). Sax now has 73 partners and over 500 professionals across East Coast offices and one international location, plus a remote workforce spanning 28 states. The firm received a minority investment from private equity group Cobepa in 2025. The CoMetrics Advantage CoMetrics (founded 18+ years ago) combines operational and financial consulting with proprietary software that gives clients real-time visibility into KPIs. Instead of quarterly reports showing what happened last quarter, clients get live dashboards showing what's happening right now. "Mid-market consumer product companies don't need another advisor telling them what happened last quarter," said Joseph Damiano, CEO of Sax Advisory Group. "They need someone who can show them what's happening right now and help them act on it." The integration gives Sax clients access to real-time data, turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics - all under one roof. What This Means Sax is executing a classic PE-backed roll-up strategy: acquire specialized firms, integrate the

Sax Acquires CoMeTop 75 accounting firm Sax acquired CoMetrics Partners, a New York City management consulting and tech firm serving consumer product companies, lenders, and investors. This is Sax's third M&A deal this year. Why This Matters Sax is building a full-stack advisory platform for consumer products companies. CoMetrics brings real-time performance analytics via proprietary software (DataMetrics), plus hands-on turnaround management and M&A due diligence capabilities. CoMetrics' entire professional staff and three partners joined Sax. Financial terms weren't disclosed. Sax's 2026 M&A Spree This is the third deal in three months: January: Acquired Scheidel, Sullivan & Lanni CPA (Ramsey, NJ) and SSL's wealth management arm, Sierra Financial Advisors, via Sax Wealth Advisors. January 22: Acquired Owen J. Flanagan & Co. (New York City). March 27: Acquired CoMetrics Partners (New York City). Sax now has 73 partners and over 500 professionals across East Coast offices and one international location, plus a remote workforce spanning 28 states. The firm received a minority investment from private equity group Cobepa in 2025. The CoMetrics Advantage CoMetrics (founded 18+ years ago) combines operational and financial consulting with proprietary software that gives clients real-time visibility into KPIs. Instead of quarterly reports showing what happened last quarter, clients get live dashboards showing what's happening right now. "Mid-market consumer product companies don't need another advisor telling them what happened last quarter," said Joseph Damiano, CEO of Sax Advisory Group. "They need someone who can show them what's happening right now and help them act on it." The integration gives Sax clients access to real-time data, turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics - all under one roof. What This Means Sax is executing a classic PE-backed roll-up strategy: acquire specialized firms, integrate the

Top 75 firm Sax keeps rolling up: CoMetrics brings management consulting, tech advisory, and 500+ professionals.

Author

Emily Asher
March 29, 2026