Comprehensive Financial & Tax Solutions for Energy Transactions

Your Trusted Partner for Energy Transactions

At Leo Berwick, we provide specialized financial and tax advisory services tailored to the energy sector. Our expertise spans across conventional and renewables power (generation, storage, distribution and transmission), oil and gas (extraction, production, transportation, storage and distribution), well-head services, district energy and energy retail, ensuring that we deliver customized, tax-efficient strategies for our clients.

The energy asset class is rapidly evolving. In addition to traditional sectors like utilities and conventional energy, it now includes businesses that are critical for long-term energy security—such as LNG, renewables, hydrogen and circular economy initiatives like energy-from-waste. The sector is also being transformed by the digital revolution with investments in data centers, as well as by shifts in onshoring and domestic industrial growth. At Leo Berwick, we provide specialized financial and tax expertise in these fast-growing areas, ensuring our clients maximize investment value and navigate complex regulatory landscapes.

We eliminate traditional deal advisor silos by offering integrated tax advisory, financial due diligence, financial modeling and strategic insights, enabling clients to optimize capital deployment, reduce tax liabilities, and accelerate returns. Whether you’re evaluating an acquisition, a capital investment, or a restructuring, Leo Berwick is your first call for energy advisory.

Our Expertise

Power Generation

  • Thermal generation – fossil fuel (including natural gas and coal), biomass, waste heat, geothermal, nuclear, and solar
  • Cogeneration
  • Renewables – solar, wind, hydro, hydrogen, fuel cells

Oil & Gas Sector Advisory

  • Upstream & Midstream Transactions – Exploration, production, and transport assets.
  • Downstream Investments – Refining, petrochemical, and distribution asset transactions.
  • Energy Transition Planning – Low-carbon energy solutions.
  • Carbon Capture & Storage (CCS) – Carbon sequestration projects.
  • Liquefied Natural Gas (LNG) Investments – LNG production, transport, and regasification projects.

Energy Distribution & Transmission

  • Pipelines – capital investments and acquisitions.
  • Storage Tanks & Processing Plants
  • Heating Networks & Cogeneration – district energy and combined heat and power (CHP) systems.
  • Frequency Regulation – grid-stabilizing assets.
  • Transmission Assets – regulated and merchant transmission projects.

Energy Consumption & End-Use Markets

  • Electric Mobility – EV infrastructure, fleet electrification, and charging networks.
  • Energy Retrofitting – Building efficiency improvements.
  • Smart Metering & Grid Modernization – Utility-scale and distributed energy resource investments.
  • Demand-Side Management – Energy consumption reduction strategies.

Renewable Energy & Decarbonization Strategies

  • Solar & Wind Investments
  • Battery Storage & Grid Resilience
  • Hydrogen & Alternative Fuels – Emerging energy technologies.
  • Renewable Natural Gas (RNG) – Biogas and methane capture projects.
  • Energy-as-a-Service (EaaS) – Decentralized energy solutions.
  • Circular Economy & Energy-from-Waste – Waste-to-energy and sustainable resource projects.

Regulated Utilities & Infrastructure

  • Water & Wastewater Investments
  • Public-Private Partnerships (P3s)
  • Rate-Regulated Assets
  • District Energy Systems – Centralized heating and cooling networks.
  • Municipal & Cooperative Utilities

Digital Infrastructure & Onshoring Investment Strategies

  • Data Centers
  • Manufacturing & Industrial Onshoring

Financial Modeling & Advisory Services

  • Integrated Financial Modeling

    • Comprehensive platform and asset models incorporating tax, accounting, and operational inputs.

  • Transaction Structuring

    • Advisory on tax-efficient deal structures for acquisitions, divestitures, and partnerships.

  • Capital Investment Decision Modeling

    • Evaluating the financial viability of new projects and expansions.

  • Tax Credit & Incentive Optimization

    • Maximizing available federal, state, and local tax credits for energy investments.

  • Asset Management Modeling

    • Ongoing tax compliance and financial tracking for infrastructure assets.

  • Regulatory & Legislative Advisory

    • Staying ahead of changing tax laws and energy policies.

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.

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