Platform Synergy CoMetrics is now part of SAX Advisory Group, unlocking a combined platform that spans turnaround, profit optimization, M&A due diligence, lender services, and performance analytics. This integration creates cross-sell opportunities to SAX's existing client base, including consumer products companies, lenders, and private equity firms.

CPG Focus The firm emphasizes a consumer products sector focus and collaborates with executives, lenders, and private equity to navigate complexity. Target mid-market CPG manufacturers and PE-backed portfolios that need rapid, data-driven turnaround, cost optimization, or due diligence to support growth or exits.

Tech Enabled CoMetrics' real-time visibility and proprietary technology enable faster, data-driven decisions. This capability can be pitched to clients needing ongoing performance analytics, dashboards, and actionable intelligence across operations and capital structure.

Growth Levers Core services include turnaround and restructuring, profit optimization, M&A diligence, and lender advisory, presenting opportunities to upsell across distressed or underperforming businesses, growth-focused firms pursuing acquisitions, and lenders seeking advisory.

Mid-Market Ramp With a nimble, New York–based team and a mid-market client profile, there is a ready-to-engage opportunity for growth. Leverage the SAX network to broaden reach, expand geographically, and pursue co-sell engagements with private equity and financial sponsors.