All content for Everything CPA and Private Equity with Phil Whitman and David Wolfskehl is the property of Whitman Transition Advisors and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
46 minutes
1 week ago
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
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
