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Jeffrey Lewis

Jeffrey Lewis


Jeff is the partner in charge of the firm’s Transaction Advisory Services team and is also an active member of the firm’s Privately Held Companies team. With nearly 25 years of experience, he advises clients in M&A activities and accessing capital, and provides accounting and consulting services to providers of private capital and their portfolio companies, as well as other privately held companies.

Jeff enjoys helping clients meet their goals, and strongly believes that simply being helpful to clients and prospects produces the best long-term returns. When not working, Jeff enjoys home improvement projects and vacationing.

Professional Affiliations



  • CPA

Community Involvement

  • Upstate Capital Association of New York
  • EkoStinger, Inc.
  • CypherWorx, Inc.