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Jeffrey Lewis

Jeffrey Lewis


Jeff is a Partner and the Team Leader of the firm’s Investment Banking and Transaction Advisory Services team, which has closed over $900 million in M&A transactions over the last 10 years. With over 25 years of experience, he assists business owners in exiting their business and advises clients with respect to all aspects of buy-side and sell-side M&A transactions.

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, reading and vacationing.

Jeffrey Lewis wearing a navy blue quarter zip with a light blue shirt under

Professional Affiliations



  • CPA

Community Involvement

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