Operating Company Business Services

SAX

Parsippany, New Jersey, United States

SAX is a multi-disciplinary accounting, tax, and advisory firm serving privately held companies, family-owned businesses, not-for-profit organizations, and high-net-worth individuals. The brand operates through entities including SAX LLP and SAX Advisory Group LLC and provides industry-specific expertise and client-centric advisory delivery. Offices include Parsippany, NJ, and other locations in the New Jersey/New York region.

Focus Areas
Accounting, Tax Preparation & Compliance, Audit & Assurance

Tracked deals

6

6 tracked deals across 2025-2026.

Recent pace

5

5 tracked deals announced in the last 12 months.

Deal mix

Buyout

5 buyout · 1 addon

SAX Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for SAX. 2 2025 ~5 est. 4 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • SAX Advisory Group Acquires FAZ Forensics
    March 31, 2026
    Buyer
    SAX Advisory Group LLC
    Target
    FAZ Forensics
    Industry
    Professional Services
    Location
    New Jersey, United States
    Type
    Buyout

    SAX Advisory Group acquired FAZ Forensics, a forensic accounting, valuation, and litigation support firm. The transaction took effect March 20, 2026, expanding SAX’s valuation, forensic, and litigation support capabilities, including new offices in Saratoga Springs, New York and Boston, Massachusetts.

  • SAX (Sax LLP / SAX Advisory Group) Acquires CoMetrics Partners
    March 26, 2026
    Buyer
    Sax LLP, SAX Advisory Group LLC
    Target
    CoMetrics Partners
    Industry
    Professional Services
    Location
    New Jersey, United States
    Type
    Buyout

    Sax LLP (operating as SAX Advisory Group) acquired CoMetrics Partners, a management consulting and technology firm focused on consumer product companies, lenders, and investors. The acquisition expands SAX’s capabilities in turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics via CoMetrics’ DataMetrics platform.

  • SAX Acquires Owen J. Flanagan & Co.
    January 22, 2026
    Buyer
    SAX (Sax Advisory Group)
    Target
    Owen J. Flanagan & Co.
    Industry
    Accounting & Tax
    Location
    United States
    Type
    Buyout

    SAX, a top-75 national accounting, tax and advisory firm, has acquired Owen J. Flanagan & Co. The deal strengthens SAX's attest, tax, consulting and advisory capabilities while preserving personalized client service and expanding resources for clients and staff.

  • SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC
    January 7, 2026
    Buyer
    SAX, SAX Wealth Advisors (wholly owned subsidiary of SAX)
    Target
    Scheidel, Sullivan & Lanni CPA LLC, Sierra Financial Advisors, LLC
    Industry
    Accounting & Tax
    Location
    New Jersey, United States
    Type
    Buyout

    SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).

  • SAX Completes Two Add-On Acquisitions: SCL Consulting and Maddaloni, Nydick & Keenan
    November 21, 2025
    Buyer
    SAX
    Target
    SCL Consulting, LLC, Maddaloni, Nydick & Keenan, P.C.
    Industry
    Accounting & Tax
    Location
    United States
    Type
    Addon

    SAX has completed two add-on acquisitions, acquiring Maryland-based SCL Consulting and New Jersey-based Maddaloni, Nydick & Keenan, P.C. These are the first add-ons since Cobepa’s minority investment in SAX in July 2025 and are intended to expand SAX’s Client Accounting Services capabilities and strengthen its presence across the Mid‑Atlantic and New Jersey/New York markets.

  • SAX Acquires Sewald & Anastasia CPAs
    June 10, 2025
    Buyer
    SAX
    Target
    Sewald & Anastasia CPAs
    Seller
    Sewald & Anastasia CPAs, Charlie Anastasia, Steven Sewald
    Industry
    Accounting & Tax
    Location
    New Jersey, United States
    Type
    Buyout

    New Jersey-based accounting, tax and advisory firm SAX has acquired Sewald & Anastasia CPAs, effective June 1, 2025. The deal adds an office in Morganville, NJ and brings onboard partners Charlie Anastasia and Steven Sewald, strengthening SAX’s foothold in Monmouth County and expanding its real estate and private client services capabilities.

Related Acquisition Pages

Accounting & Tax Buyers & Acquisitions 4 tracked deals by SAX. Professional Services Buyers & Acquisitions 2 tracked deals by SAX. Acquisitions in New Jersey 4 tracked deals by SAX.

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