Investment Summary

Cobepa Invests In Sax

On July 17, 2025, private equity firm Cobepa invested in business services company Sax

Investment Highlights
  • This is Cobepa’s 7th transaction in the Business Services sector.
  • This is Cobepa’s 6th transaction in the United States.
  • This is Cobepa’s 2nd transaction in New Jersey.

Investment Summary

Date 2025-07-17
Target Sax
Sector Business Services
Investor(s) Cobepa
Deal Type Growth Capital
Advisor(s) Lowenstein Sandler
Vedder Price (Legal)

Target

Sax

Parsippany, New Jersey, United States
Sax is an accounting, tax, and advisory firm that serves the unique needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. The firm offers specialized expertise that benefits clients across its largest vertical markets. The firm’s advisory services extend beyond traditional accounting and tax offerings, encompassing Wealth Management, Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, HR Consulting, Valuation, and Forensic & Litigation. Sax is based in Parsippany, New Jersey.

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Investor(S) 1

Investor

Cobepa

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1957
PE ASSETS 4.7B EUR
Size Mega
Type Sector Agnostic
DESCRIPTION

Cobepa is a global investment group focused on growth capital investments (acquiring significant minority stakes) and leveraged buyout transactions. Cobepa invests in established companies with business models, sustainable market positions, and strong management teams. Sectors of interest include transportation, industrial, retail, financial services, and business services. The Firm generally pursues opportunities throughout Europe and North America, however Cobepa also targets opportunities in Asia and South America. Cobepa was originally established in 1957 and is headquartered in Brussels, Belgium


DEAL STATS #
Overall 41 of 41
Sector: Business Services M&A 7 of 7
Type: Growth Capital M&A Deals 11 of 11
State: New Jersey M&A 2 of 2
Country: United States M&A 6 of 6
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-03-31 Groupe Climater

Toulouse, France

Groupe Climater is a designer, producer, maintains, and operates HVAC (Heating, Ventilation, and Air Conditioning) engineering systems for the manufacturing, healthcare, housing, retail, offices, and public facilities sectors. The group mainly operates in the south of France and the Paris region from its 15 locations. Groupe Climater was founded in 1989 and is based in Toulouse, France.

Sell -