About Leo Berwick
Investors trust Leo Berwick for M&A advice—not just because we’re leaders in the field but because we are dedicated to the success of every transaction.
Overview
Leo Berwick is a pure-play M&A advisory firm for investors who demand more.
We’re known for maximizing value and minimizing risk in every deal by fostering strong client partnerships and positioning them to outperform the market. We empower our clients to make the best investment decisions and achieve maximum risk-adjusted returns on every transaction.
With decades of deal experience and market-leading transaction expertise, our leadership team has become the trusted advisor for leading organizations, pension funds, private equity firms, and other investors on their most critical deals.
With full-service M&A teams in the US and Canada and a growing global alliance, we provide seamless advice on cross-border and international transactions as a unified firm.
Our Difference
For the Select Few.
Leo Berwick isn’t afraid to say no.
We focus only on transactions where we can deliver the best outcomes for you. By prioritizing quality over quantity, our small, expert team combines market-leading expertise with unique opportunities and powerful alliances to maximize your results.
A Cut Above.
Our expanding team includes former partners from elite law firms and national leaders from “Big 4” accounting firms.
What’s more, our senior advisors—industry leaders in their fields—offer exclusive expertise that gives you a competitive edge.
With deep M&A capabilities across diverse sectors, we’re equipped to handle a wide range of transactions. Whatever your needs, we have the skills and experience to deliver. And since our firm is employee-owned, our team is uniquely incentivized to always go the extra mile in getting you the advice you need.
We Focus On Value.
Our teams understand how value is disclosed and negotiated beyond the headline number and can relate due diligence findings to specific value levers available to you in your bid.
Our approach aligns with your investment strategy, boosting the value of your investments in a short timeframe.
People You Can Deal With.
At Leo Berwick, the same professionals join your deal team every time, advising on tax matters at every stage of your M&A transaction. This consistency ensures advice from experts who understand your investment thesis and unique needs.
As part of your team, we bring commercial judgment, creative problem-solving, and an unwavering commitment to quality. Operating at the intersection of speed and trust, we’re more than a tax firm—we’re your deal firm.
Flexible Fee Arrangements.
We understand that traditional fee arrangements don’t always suit your firm or transaction. That’s why we offer flexible structures, including success fees, equity in the deal instead of cash, and dead deal discounts.
Advisors Who Model.
Leo Berwick is a specialized financial modeling provider that integrates tax, accounting, and financial complexities under one roof. Our commercial and tax literate financial modeling eliminates traditional deal advisor silos, ensuring a seamless and efficient process.
We deliver industry-leading, transparent financial models, led by seasoned M&A professionals with deep technical infrastructure expertise. Our financial and accounting teams specialize in bringing knowledge of common regulatory and commercial structures to bear in the development of financial models, while our team specializes in U.S. corporate and partnership tax rules, helping clients navigate tax strategies and investment complexities.
Move Fast. Stay Efficient. Get Results.
To succeed in M&A, you need a team that plays offense.
Leo Berwick moves quickly. Before your first bid, we assess the seller’s model, create a targeted Information Request List (IRL), and identify key tax and financial considerations for structuring your transaction. By incorporating these elements into your initial letter of intent, we position your bid for success and prevent costly adjustments later.
By front-loading the work, we save you time and money, leading to more thorough and cost-effective tax and financial due diligence once your bid is accepted.
Part of Your Team.
After a deal is completed, most advisors move on to the next transaction.
At Leo Berwick, we remain an integral part of your newly acquired company. We collaborate with your post-merger integration team to ensure the right elections are filed per the purchase agreement and that any financial and tax exposures identified during due diligence are addressed after closing. We can even serve as a temporary Head of Tax for your newly acquired company.
Let’s work together.
You want an M&A expert who gets it. A commercially minded expert who understands deals. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns.
That’s Leo Berwick. The first call you make for any deal.