Leo Berwick

About Leo Berwick

Leo Berwick is a pure-play M&A advisory firm focused on providing trusted advisory services to investors, including infrastructure funds, private equity houses, pension funds, and corporate investors. Their mission is to help clients deploy capital efficiently, minimize risk, maximize value, and accelerate returns through creative and commercial solutions to complex M&A challenges. They operate in the US, Canada, and globally through alliances.

Products & Services

Buy-Side Services:Advisory services for buyers in M&A transactions.

Modeling:Financial modeling services for M&A deals.

Tax Insurance Services:Services related to tax insurance for transactions.

Public-Private Partnership (P3) Services:Tax advisory services for public-private partnerships.

FIRPTA:Advisory on Foreign Investment in Real Property Tax Act compliance.

Post-Closing Services:Support services after the closing of M&A deals.

Property Tax Services:Advisory services related to property taxes.

Valuation and Cost Segregation Services:Services for asset valuation and cost segregation in transactions.

Specialties

Infrastructure Renewables Private Equity Energy Advisory Consumer Goods and Services Business Services Diversified Industrials Financial Services Healthcare Manufacturing Media Real Estate Renewable Energy Technology Telecommunications

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 75000000 MR: - FA: up to $75 million FAN: 75000000	D: 2025-07-22 FD: 2025-07-22	1 investors

Debt Latest

2025-07-22

$75.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

N

Nick Kato

Managing Partner

G

Greg Falk

Senior Partner, M&A Tax

M

Mike Bammel

Partner, Valuations

B

Bill Fisher

Partner - Energy & Renewables tax practice

D

Dorian Hunt

Partner - Head of Energy & Renewables tax practice

S

Steven Hurowitz

Partner, Canadian M&A Tax

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Recent News

Leo Berwick Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised