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Sax Capital Advisors

Our Team

Trusted experts guiding your business through successful transitions.

Meet the People Behind Sax Capital Advisors

At SAX Capital Advisors, our team is the heart of everything we do. Each advisor brings a wealth of transaction experience, industry insight, and a personalized approach to ensure you receive expert guidance at every step of your business exit journey.

Investment Banking

Staff Member

Christopher Gaffney, CPA, MST

Partner

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Staff Member

Jerome Fusco

Managing Director

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Staff Member

Peyton Bowman, MBA

M&A Integration Director

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Transaction Strategy & Transformation

Staff Member

Albert Traverso, CPA

Partner

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Staff Member

Colin Baker, CPA, CVA, MBA

Partner, Transaction Advisory Services Leader

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Outsourced CFO

Staff Member

Eric Meisner

Partner, Fractional Finance Leader

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Advisory

Staff Member

Deborah Nappi, CPA, MST

Director

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Staff Member

Elliott H. Koplitz, CPA

Partner

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Staff Member

Joshua Chananie, CPA

Partner, Board Member, Consumer Products Leader

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Staff Member

Lisa Goldman, CPA, M.TAX, TEP

Partner, Practice Leader of International Tax

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Staff Member

Richard Goldstein, JD

Partner, Leader of State and Local Tax (SALT) Practice

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Why Business Owners Choose Sax Capital Advisors

At SAX Capital Advisors, our team brings more than just transactional expertise — we deliver clarity, personalized guidance, and a proven process that puts your goals first. Here’s why business owners consistently trust us when it matters most:

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Deep Transaction Expertise Across Industries

Our advisors have decades of experience closing deals in diverse industries. With firsthand knowledge of market dynamics and deal structures, we guide you through every phase of the sale with precision and insight.
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Personal Relationships with Full Confidentiality

We are relationship-driven by design. From the first discussion through closing, you work directly with senior advisors who understand your business, respect your privacy, and prioritize your long-term success.
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A STRATEGIC PROCESS THAT MAXIMIZES VALUE

Our team doesn’t leave outcomes to chance. We follow a disciplined process — from valuation preparation to buyer screening and deal negotiations — designed to maximize your business’s value and secure the right exit terms for you.
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100% SELLER ADVOCACY – YOUR INTERESTS FIRST

We exclusively represent business owners, never buyers. That means no divided loyalties — our focus remains solely on protecting your interests, securing you the best deal, and ensuring a smooth, rewarding transition.

Schedule a Complimentary Discovery Meeting

Whether you are curious about the sale process, planning to sell in the future, already in the process, or deciding whether it is the right move for you - our advisors are here to answer your questions to get you on the right path forward. There is no charge for this meet-and-greet, rather, it is an initial investment in your successful future.

SCHEDULE YOUR CONSULTATION HERE