Provides Audit, Tax, Advisory, and Wealth Management Services to middle-market businesses in the US.
INVESTMENT | 2025
OWNERSHIP | Minority
Performance 2025
Sax posted strong organic growth both at topline and EBITDA level in 2025 while continuing its M&A story, notably having completed two CPA acquisitions since Cobepa’s investment in July 2025: (i) Maddaloni, Nydick & Keenan, bringing decades of experience in accounting and advisory services, while strengthening SAX’s established presence across New Jersey and New York, and (ii) SCL Consulting, a Maryland-based firm adding deep expertise in Client Accounting Services and strong client relationships in the Mid-Atlantic region. These acquisitions represent a significant step forward in SAX’s growth strategy.
SAX CEO Honored with Award from Iona University
Joe Damiano, CEO of SAX, received the Brother Arthur A. Loftus Award for Outstanding Achievement from Iona University. The award highlights Joe Damiano’s long-standing commitment to excellence in the accounting and advisory profession, as well as his engagement beyond the firm. The Brother Arthur A. Loftus Award is presented by Iona University to alumni who have demonstrated outstanding professional success and meaningful contributions to their communities.
+400 | Employees
+70 | Partners
+$5bn | AuM*
*Asset under Management
