Lowenstein Sandler represented SAX LLP, a top 100 accounting and advisory firm, in its receipt of a minority investment from Cobepa, an independent, privately held investment company with offices in Brussels and New York. The investment will support SAX’s continued expansion, innovation, and commitment to delivering exceptional value to its clients.
Founded in 1957, SAX has built a reputation for being the #1 advisor to closely held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. The company plans to use the investment to pursue strategic acquisitions to expand its physical footprint along the east coast, enhance its service offerings, and drive further technological innovation across its practice areas.
The Lowenstein team included Nicholas San Filippo IV, Darren Goodman, Beth Shapiro Kaufman, Alex D. Liebowitz, Sophia Mokotoff, Jean Nicolas “Nick” Samedi Jr., Meghan M. Federman, Zachary Bocian, Emily Jewell, Rishabh Sharma, and Yarissa Subervi.
