Your Success Is Our Business.

Whether you’re preparing to sell today, planning ahead for the future, or simply exploring your options, SAX Capital Advisors helps founders and executives navigate the complexities of business sales, mergers, and growth planning. With clarity, expertise, and trust at the core of everything we do, we ensure every decision moves you forward with confidence.

Who we are What we do Who we Serve

20+ Years of Advisory Experience

Guiding your next move.

WHERE TO NEXT?

Every business has a next chapter—and at SAX Capital Advisors, we help you write it with clarity and confidence. We provide expert financial and strategic guidance for founder-led and privately held businesses in transition, specializing in investment banking, transaction advisory, and outsourced CFO services. From preparing your data to negotiating the deal, our team manages every detail with precision and purpose. Whether you’re planning a sale, bringing on investors, or simply exploring your options, we’re in your corner—safeguarding your interests and guiding you toward long-term success.

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Meet Jerome – Your Guide to What’s Next

Every business faces a turning point. In this short video, Jerome—leader of SAX Capital Advisors—shares how he and his team partner with founders and business owners to map out the next stage of their business and roll up their sleeves to make it happen.

Recent Transactions

Explore our latest successful transactions. * Indicates representative transaction of banker.

HAS BEEN ACQUIRED BY

Sell Side Advisor

HAS BEEN ACQUIRED BY

Sell Side Advisor

HAS BEEN ACQUIRED BY

Sell Side Advisor

HAS BEEN ACQUIRED BY

Sell Side Advisor

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Trusted Experience. Proven Results.

SAX Capital Advisors at a Glance.

Premier

Boutique Investment Bank

Decades of M&A

80+

Completed Transactions

Trusted

Advisor to Founder-Led Businesses

Our Specialized Services

We provide the expertise and guidance businesses need to maximize value, drive growth, and navigate complex financial decisions with confidence.

Investment Banking

Expert guidance for business sales and acquisitions

Transaction Strategy & Transformation

Driving value through strategic, end-to-end transaction support.

Outsourced CFO

Expert CFO support, tailored to your company’s needs.

Our Journey to Success.

From our first conversation to the final transaction, we stand beside you—driving clarity, ensuring alignment, and delivering optimal outcomes every step of the way.

Discovery & Planning

We start by understanding your business, goals and challenges through a comprehensive consultation.

Targeting & Outreach

We identify and engage qualified buyers, investors or partners, ensuring alignment with your objectives.

Strategic Preparation

Our team performs market and financial analysis, structures the transaction strategy, and readies materials for potential buyers or investors.

Negotiation & Execution

SAX advisors guide you through negotiations, due diligence and final agreements to secure the best value and terms.

Thinking About Your Business’s Future?

Whether you’re ready to pass the torch today, five years from now, or simply curious about the process – we are happy to talk it through.

Schedule a Complimentary Consultation