Experience

Leo Berwick

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Jan 2021 - Present

  Leo Berwick specializes in U.S. M&A Tax Advisory for Private Equity, Infrastructure, and Renewables industries. We were founded by a team of experienced tax professionals to address the specific needs that exist in this landscape through all stages of a transaction. At Leo Berwick, we understand your need to receive efficient and comprehensive M&A tax advice from an experienced team. Leo Berwick is able to add value to transactions by helping our clients identify tax opportunities while mitigating risk. Our core services are: * Building the tax calculations in your financial models, including for complex tax equity financing structures. * Tax due diligence on a potential target. * Devise a tax-efficient acquisition structure. Our experts have decades of experience in advising sellers and buyers and can provide personalized advice to help you better understand and achieve your objectives. We also offer flexible fee arrangements, including but not limited to success-based fees, taking equity in the deal in lieu of cash, and dead deal discounts. Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• National Leader Infrastructure M&A, US M&A Tax Partner, & Washington National Tax

  • Dec 2006 - Dec 2020

  Held various roles within KPMG including but not limited to: 1) National Leader of Infrastructure M&A 2) US M&A Tax Partner (Private Equity, Infrastructure, SWF/Pensions, Strategic Buyers) 3) Senior Manager - Washington National Tax (Corporate) 4) Manager - Mergers and Acquisitions Tax Practice in New York City Held various roles within KPMG including but not limited to: 1) National Leader of Infrastructure M&A 2) US M&A Tax Partner (Private Equity, Infrastructure, SWF/Pensions, Strategic Buyers) 3) Senior Manager - Washington National Tax (Corporate) 4) Manager - Mergers and Acquisitions Tax Practice in New York City



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Associate

  • Jan 2005 - Dec 2006

  Worked in Deloitte's Strategic Tax Review practice, where we identified and implemented various tax planning strategies. Worked in Deloitte's Strategic Tax Review practice, where we identified and implemented various tax planning strategies.