San Diego M&A Tax Advisory

Founded and headquartered in San Diego, Leo Berwick enjoys the sweeping ocean views and the consistently sunny days that San Diego is known for. Although the city of San Diego certainly relies on these attributes to draw tourists, San Diego is also home to a thriving M&A scene. At Leo Berwick, our skilled tax advisers are experts on all tax matters relating to mergers and acquisitions, regardless of industry.

San Diego attracts both startups and more established companies, particularly those specializing in life sciences, biotech, and international trade. San Diego has a well-established startup scene. In 2014, Forbes ranked San Diego as the number one location to begin a startup.[1] Moreover, the pandemic has spurred VC funding and attracted investors interested in pharmaceutical and biotech companies. San Diego is uniquely positioned for this industry, since the multitude of labs and research that receive federal funding helps aid small local pharma and biotech companies in their trials. This resulted in about $41 billion in revenue in 2020 alone.[2] Venture capitalists invested more than $796 million in San Diego area life sciences companies in Q2 of 2020.[3] The influx of VC capital into the life sciences industry presents opportunities for both buyers and sellers: buyers may be looking to scale up through acquisition or gain an edge in competition. At Leo Berwick, our knowledgeable tax advisors are experienced dealmakers in the life sciences industry. We are here to help you with any of your M&A tax needs.

Our clients have direct access to Leo Berwick’s managing partners and directors. Our experienced dealmakers are readily available to guide you through the M&A process and advise you on everything from the most tax efficient way to structure a business to the best deal structure for you. We hope that you will rely on us to become a trusted part of your deal team to allow you to focus on what matters most: running a successful business. Call us at 619-537-8874 or email us at info@leoberwick.com with any inquiries about mergers and acquisitions in San Diego.

[1] Post, Tom. “The Best Places To Launch A Startup In 2014.” Forbes, Forbes Magazine, 7 July 2014, www.forbes.com/sites/tompost/2014/03/13/the-best-places-to-launch-a-startup-in-2014/?sh=2bf3db727e0d.

[2] Wosen, Jonathan. “San Diego’s Life Science Workforce among State’s Largest and Best-Paid, Report Finds.” Tribune, San Diego Union-Tribune, 23 June 2020, www.sandiegouniontribune.com/business/biotech/story/2020-06-23/san-diego-county-home-to-one-of-states-largest-and-best-paid-life-science-workforces-report-finds.

[3] Kaiser, Dennis. “Pandemic Accelerates San Diego Life Sciences Sector Momentum.” ConnectCRE, 11 Feb. 2021, www.connectcre.com/california/pandemic-accelerates-san-diego-life-sciences-sector-momentum/.