Parsippany, NJ, March 25, 2026 — SAX Advisory Group LLC (“SAX”), a nationally recognized accounting, tax, and advisory firm, today announced the acquisition of CoMetrics Partners, a specialized management consulting and technology firm serving consumer product companies, lenders, and investors. Terms of the transaction were not disclosed.
With the acquisition of CoMetrics, SAX is expanding the firm’s capabilities in turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics. The combination reflects a shared commitment of delivering objective, technology-enabled insight that helps clients navigate complex and time-sensitive business decisions.
Founded more than 18 years ago, CoMetrics combines significant operational and financial consulting experience with proprietary software for clients to make faster data driven decisions.
“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 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.”
By joining SAX, CoMetrics gains access to a broader national platform and multidisciplinary resources while maintaining the independence and execution discipline that define its approach. The CoMetrics team, methodology, and proprietary platform remain intact, collaborating across restructuring, transaction advisory, and strategic consulting engagements.
“SAX is an entrepreneurial professional services firm that shares our values and commitment in helping our clients achieve excellence,” said Gary Herwitz, Managing Partner of CoMetrics Partners. “SAX gives us the platform to expand upon what we already do well, with significantly more resources behind us.”
CoMetrics’ entire professional staff and its three partners have joined SAX, strengthening the firm’s consumer products and capital markets capabilities. With this transaction, SAX now comprises 73 partners and over 500 professionals across offices throughout the East Coast and one international location, supported by a remote workforce spanning 28 states. SAX Wealth Advisors, the firm’s wealth management arm, oversees over $4.8 billion in assets under management, including $1 billion in retirement plan assets*.
This marks SAX’s third combination in 2026 and fifth since its minority investment from Cobepa. SAX brought in a capital partner specifically to stay independent while continuing to execute against its strategic growth plan. The partnership has expanded what SAX can deliver to clients, through acquisitions, new capabilities, and adjacent services, while the relationships clients started with remain the relationships they keep.
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.”
About SAX
SAX is a Top 60 accounting, tax, and advisory firm serving the unique needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices strategically located in Parsippany, NJ; Ewing, NJ; Morganville, NJ; New York City, NY; and Mumbai, India, SAX delivers specialized expertise across its largest vertical markets.
In addition to its tax and assurance capabilities, SAX offers a comprehensive suite of advisory services designed to support clients at every stage of the business lifecycle and throughout the evolving needs of high-net-worth individuals. These services include Wealth Management, Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, HR Consulting, Valuation, Forensic & Litigation Support, and Strategic Business Consulting. SAX has garnered national recognition and has been consistently listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting, Accounting Today, and Forbes.
About CoMetrics Partners
CoMetrics Partners is a specialized management consulting and technology firm serving the consumer products sector. CoMetrics provides turnaround management, profit optimization, M&A due diligence, and lender advisory services, to middle-market companies, lenders, and investors. The firm’s proprietary DataMetrics platform, which is ERP agnostic delivers near real-time visibility into critical business metrics, enabling faster, data-driven decisions to drive financial performance.
Disclosures
*Includes $3.8B in regulatory assets under management (RAUM) and $1B in assets under advisement (AUA) as of December 31, 2025. Retirement plan assets may include both RAUM and AUA.
“SAX” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Sax LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Sax LLP is a licensed independent CPA firm that provides attest services to its clients, and Sax Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Sax Advisory Group LLC and its subsidiary entities are not licensed CPA firms.