Welcome to Lakewood Advisors, LLC

Financial Advisory Services

Choosing to grow a business entity through acquisition or to sell to a strategic or financial buyer is among the most important decisions that owners of private companies will make. We have extensive experience advising companies in media technology and financial services in crucial buy and sell decisions.


Finding appropriate sources of capital is critical for private companies. Lakewood Advisors maintains close working relationships with banks, private equity firms, family offices and business development companies that provide working capital and acquisition financing to our clients.

Executive and Board of Director Services

We frequently serve on boards of directors of public and private companies. Our status as an SEC Audit Committee Financial Expert enables us to chair audit committees, and we are often asked to serve in interim CEO positions while companies are restructured or seeking long term leadership.

Our Story

Our Story

Edward Grebow is the Managing Director of Lakewood Advisors, where he advises financial services, media technology and financial technology companies. Mr. Grebow formed Lakewood Advisors in February 2018 after three years as an investment banker at TriArtisan Capital Partners. He joined TriArtisan in November 2013 after serving as President and CEO of Amalgamated Bank. Previously, Mr. Grebow was a Managing Director of J.C. Flowers & Co, a leading private equity firm focused on the financial services sector. Until June 2006, Mr. Grebow served as President of the ULLICO Inc. family of companies, including the $6 billion Union Labor Life Insurance Company. More...

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Lakewood Advisors, LLC
654 Madison Ave. Suite 708
New York, NY 10065



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