Sax Acquires CoMetrics Partners, Expanding into NYC Management Consulting

Top 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 their capabilities, and offer clients a one-stop shop for accounting, advisory, wealth management, and now real-time performance analytics.

For mid-size firms watching the M&A wave, this is the blueprint. Add differentiated capabilities (not just another audit practice), back it with PE capital, and move fast. Sax closed three deals in 10 weeks.

For consumer products companies, this means fewer advisors and more integrated insight. Your accountant, your turnaround consultant, and your performance analytics team are now the same firm.

Allan Koltin (Koltin Consulting Group) advised both firms on the deal: "Among the top 60 CPA firms nationally, Sax continues to be recognized as one of the highest-performing firms in the country. Gary Herwitz and his CoMetrics team are one of the preeminent advisory firms in the consumer products industry."Top 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 their capabilities, and offer clients a one-stop shop for accounting, advisory, wealth management, and now real-time performance analytics.

For mid-size firms watching the M&A wave, this is the blueprint. Add differentiated capabilities (not just another audit practice), back it with PE capital, and move fast. Sax closed three deals in 10 weeks.

For consumer products companies, this means fewer advisors and more integrated insight. Your accountant, your turnaround consultant, and your performance analytics team are now the same firm.

Allan Koltin (Koltin Consulting Group) advised both firms on the deal: "Among the top 60 CPA firms nationally, Sax continues to be recognized as one of the highest-performing firms in the country. Gary Herwitz and his CoMetrics team are one of the preeminent advisory firms in the consumer products industry."