Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano

Why would a thriving CPA firm take outside investment?


In this episode of Everything CPA and Private Equity, hosts Phil
Whitman and David Wolfskehl sit down with Joe Damiano of Sax to
unpack why even a highly profitable, fast-growing firm chose a
minority private equity partner.


 


In this episode, you will be able to:


• Learn why deal flow—not just capital—was the catalyst for Sax’s
decision


• See how a minority investment can help level the playing field
in M&A


• Understand how Sax balanced culture, partner engagement, and
economics


• Discover how a strong capital stack opens doors for future
growth


• Hear why PE can be about strategic alignment—not losing
independence


 


Listen now to uncover why even the strongest firms explore PE—and
what lessons your firm can take away!


 


#PrivateEquity #CPAFirmGrowth #AccountingDeals
#MergersAndAcquisitions #FirmStrategy