Gary Herwitz and the CoMetrics Journey: How an Entrepreneurial Vision Became Part of SAX Advisory Group

For nearly two decades, Gary Herwitz built CoMetrics Partners around a practical idea that has become increasingly important in modern business: consumer product companies need more than historical reports and general advice. They need timely visibility, operational clarity, and strategic leadership that can help them make better decisions while there is still time to act. That philosophy shaped CoMetrics into a respected management consulting and technology firm, and in March 2026, it entered a major new chapter when SAX Advisory Group announced its acquisition of CoMetrics Partners LLC.

This milestone is more than a standard transaction announcement. It represents the recognition of a business model that Gary Herwitz spent eighteen years developing. It also reflects the changing needs of the consumer products sector, where speed, data visibility, and hands-on execution matter more than ever. As markets become more complex and operating environments more demanding, companies increasingly seek advisers who can do more than interpret the past. They want partners who can help them understand the present and improve the future. CoMetrics was built for exactly that purpose.

Founded by Gary Herwitz eighteen years ago, CoMetrics Partners became known as a specialized management consulting and technology firm serving consumer product companies, lenders, and investors. Its mission was clear: maximize efficiencies, improve financial performance, and give leadership teams the insight needed to make stronger business decisions. From the beginning, the firm set itself apart by combining advisory expertise with operational discipline. Rather than offering distant recommendations, CoMetrics worked closely with clients to identify opportunities, solve problems, and create practical paths forward.

That approach resonated in the consumer products sector because it addressed the real conditions businesses face every day. Companies in this space deal with constant movement across inventory, supply chain operations, e-commerce activity, distribution channels, retail relationships, and margin pressures. A single weak point in one area can ripple across the entire business. Leaders do not just need more data. They need relevant information organized in a way that helps them respond quickly and intelligently. Gary Herwitz recognized that challenge long before it became a common language in the industry, and CoMetrics was built around solving it.

One of the clearest examples of that vision is the firm’s proprietary DataMetrics platform. The software provides near real-time visibility into critical business metrics, helping companies move faster and make more informed decisions. It is ERP agnostic and has data feeds from more than fifty external sources, including WMS systems, Amazon, and Shopify. In an era when many businesses struggle to unify information across multiple systems and channels, that capability is a major advantage. DataMetrics was designed not simply as a reporting tool, but as an operational resource that helps leadership teams see what is happening now and respond with confidence.

This is one of the reasons the acquisition by SAX Advisory Group is so significant. SAX is a nationally recognized accounting, tax, and advisory firm with a broad and growing platform. Through the acquisition of CoMetrics, SAX is expanding its capabilities in turnaround management, profit optimization, due diligence, lender services, and performance analytics. But beyond those individual service areas, the transaction reflects a larger strategic alignment. SAX is gaining a specialized consulting and technology capability that fits the evolving needs of mid-market consumer product companies. CoMetrics, in turn, gains access to a broader national platform and deeper multidisciplinary resources while preserving the methodology and execution discipline that define its identity.

The leadership commentary surrounding the acquisition makes this strategic fit especially clear. Joseph Damiano, CEO of SAX Advisory Group, emphasized that mid-market consumer product companies do not need another adviser telling them what happened last quarter. They need someone who can show them what is happening right now and help them act on it. That statement captures the exact market need that Gary Herwitz built CoMetrics to serve. Damiano also highlighted the value of bringing together hands-on operators and proprietary technology within the SAX platform, creating a stronger advisory environment where operations, capital structure, and performance data can be seen together under one roof.

That integrated perspective is increasingly valuable in today’s business climate. Consumer product companies face pressure from multiple directions at once. Supply chain dynamics can shift suddenly. Channel performance can vary dramatically. Working capital can tighten quickly. Profitability may be affected by factors that are not visible in standard month-end reporting. In this environment, lagging information is often not enough. Leadership teams need current insight, operational context, and advisers who understand how day-to-day performance connects to financial outcomes. Gary Herwitz built CoMetrics around that reality, and the firm’s success shows how meaningful that approach has become.

For Herwitz, this acquisition is not the end of a journey, but the expansion of one. He described SAX as an entrepreneurial professional services firm that shares CoMetrics’ values and commitment to helping clients achieve excellence. He also noted that SAX provides the platform to expand on what CoMetrics already does well, with significantly more resources behind it. That perspective matters. It shows that this move is not about replacing what made CoMetrics successful. It is about giving that success a larger stage.

That continuity is reinforced by the structure of the transaction itself. The CoMetrics team, methodology, and proprietary platform remain intact. The entire professional staff joined SAX, with Gary Herwitz, Jack Shweky, and Kelvin Wen entering as partners. For clients, that is a powerful message. It means the expertise, leadership, and operating philosophy they trusted are continuing forward. The same people and systems that built CoMetrics’ reputation are now positioned within a larger organization capable of serving a broader range of needs.

The consumer products sector is likely to benefit significantly from this model. Many companies in this space do not need abstract strategy separated from operational realities. They need support that is practical, current, and tailored to how the business actually runs. They need advisers who understand inventory movement, gross margin pressure, logistics dependencies, forecasting challenges, and the complexity of selling across multiple channels. They also need a framework for using this information to improve financial performance and long-term growth. The CoMetrics model addressed those needs directly, and the SAX platform now gives that model greater reach.

Joshua Chananie, Head of SAX Consumer Products, underscored this point by describing the partnership as a significant advancement for consumer products clients. Integrating CoMetrics’ proprietary technology with SAX’s advisory capabilities gives clients real-time visibility into key performance indicators that drive financial performance and sustainable growth. That statement goes to the heart of what makes the transaction important. It is not just about adding another service line. It is about creating a stronger advisory solution for an industry that increasingly depends on timely intelligence and execution-focused support.

The broader scale of SAX also adds momentum to the story. Following the transaction, SAX now comprises seventy-three partners and more than five hundred professionals. It has offices throughout the East Coast, one international location, and a remote workforce spanning twenty-eight states. SAX Wealth Advisors, the firm’s wealth management arm, oversees $3.8 billion in regulatory assets under management and $1 billion in retirement assets under advisement as of December 31, 2025. The CoMetrics acquisition marks SAX’s third combination in 2026 and fifth since its minority investment from Cobepa. These details reflect a firm that is actively expanding its capabilities and positioning itself for continued growth.

For Gary Herwitz, joining this platform places CoMetrics within an environment where collaboration can extend across restructuring, transaction advisory, strategic consulting, and other related disciplines. That matters because many client challenges do not fit neatly into one category. A company may need operational improvement while preparing for a transaction. A lender may require deeper visibility into performance before making critical decisions. An investor may need support understanding where value can be created through better execution. The combination of CoMetrics and SAX creates a more complete advisory model for addressing these situations.

Herwitz’s journey to this point also makes the announcement especially compelling on a personal level. Building a firm over eighteen years requires more than technical skill. It requires vision, discipline, resilience, and a clear understanding of what clients truly need. CoMetrics did not become relevant by trying to be everything to everyone. It became relevant by focusing on a specific market and building tools and methodologies suited to that market. That kind of focus often creates stronger businesses and more enduring reputations. Gary Herwitz’s leadership reflects that principle.

His professional identity has long been tied to helping consumer product companies improve performance and reach their goals. That commitment aligns naturally with the firm he built and the technology he championed. CoMetrics was never just a consulting practice in the traditional sense. It was a firm created around insight, action, and measurable improvement. DataMetrics, in particular, demonstrated Herwitz’s belief that technology should support better business judgment, not just produce more dashboards. In that sense, the acquisition also validates a larger idea: the future of advisory work belongs to firms that can connect strategy, operations, and real-time data in meaningful ways.

That is part of why this transaction stands out. It signals where the advisory profession is heading. Clients increasingly want fewer silos and more integration. They want a team that understands the operating levers behind financial results. They want technology that supports visibility, not confusion. They want specialists who can move from analysis to execution. CoMetrics built a reputation on those principles, and SAX recognized their value. The result is a stronger combined platform positioned to serve the needs of a demanding and fast-moving market.

The acquisition also reinforces Gary Herwitz’s standing as an entrepreneur who built something of lasting strategic value. Founding a firm is one thing. Building one that remains relevant for eighteen years and attracts the attention of a nationally recognized advisory platform is another. It suggests that CoMetrics offered more than good service. It offered a differentiated model with real market importance. Herwitz’s role in developing that model is central to the story.

There is also something notable about the cultural language surrounding the transaction. Both the formal announcement and leadership commentary emphasize alignment in values, entrepreneurial spirit, and commitment to client excellence. That matters because successful combinations are not built on spreadsheets alone. They work best when there is a genuine fit in how firms think, serve, and execute. Herwitz’s statement about SAX sharing CoMetrics’ values indicates that this was more than a strategic calculation. It was also a decision about where the firm’s next phase could thrive.

As the next chapter begins, Gary Herwitz remains a visible and active part of the future he helped create. He is not stepping away from the mission that defined CoMetrics. He is bringing that mission into a larger advisory ecosystem where its impact can grow. That distinction is important. It means clients, colleagues, and industry observers can view this transaction as an expansion of capability rather than a loss of identity.

In many ways, the CoMetrics journey reflects a broader lesson about leadership and innovation. The most durable businesses are often built not around trends, but around persistent client needs. Gary Herwitz saw that consumer product companies needed more immediate visibility, stronger operational support, and advisers who could connect strategy to execution. He built CoMetrics around that insight and continued refining the model over nearly two decades. The acquisition by SAX Advisory Group shows that the market now places even greater value on those capabilities.

Ultimately, this is a story about growth, recognition, and the power of a focused entrepreneurial vision. Gary Herwitz founded CoMetrics with a clear purpose and developed it into a respected consulting and technology firm serving a highly dynamic sector. By joining SAX Advisory Group, that purpose is now backed by broader resources, greater scale, and expanded opportunity. The CoMetrics team, platform, and methodology remain intact, and the firm’s impact is poised to extend further than ever before.

For Gary Herwitz, this moment stands as both an achievement and a beginning. It reflects the success of what he built, the strength of the values behind it, and the relevance of the solutions CoMetrics brought to market. It also opens the door to a future in which those solutions can reach more clients, address more challenges, and shape the next generation of consumer products advisory. In that sense, the acquisition is not just news. It is the continuation of a vision that was built to last.