Leo Berwick offers premiere tax-sophisticated, client-focused renewable energy valuation and cost segregation services. We fully integrate exceptional valuation, cost segregation, and M&A tax expertise under one unparalleled roof.

When you are considering your next project development, investment, saleM&A transactiontax credit application, or tax insurance submission, and financial due diligence in the renewable energy space, consider Leo Berwick as your trusted advisor. Leo Berwick has built a Valuation and Cost Segregation team led by industry veterans with over a combined 175 years of experience and high-quality services and tight integration with our world-class M&A Tax team.

What We Can Do For You

  • Support structured finance transactions involving tax credits, IRC 1060
    • Integrated tax, valuation andcost segregation analyses ​
    • Valuations for tax insurance placement​
    • Purchase price allocations, ASC 805
  • Repowering  valuations for 80/20 tests
  • Portfolio valuations​
  • Other Valuation Services
    • Support in IRS audits and appeals
    • Appraisals to support financing
    • Property tax consulting
    • FIRPTA valuations
    • Valuations for international restructuring
    • Charitable contributions
    • Fresh start accounting
    • Cost segregation services across all industries
    • Machinery and equipment valuations for financing and insurance

What We Bring to Your Next Deal

  • A full suite of integrated energy, valuation, cost segregation, and M&A tax professionals with deep industry expertise and knowledge. ​
    • Renewable power generation – utility scale and distributed wind, solar, tidal and geothermal power plants.
    • Hydrogen fuel – hydrogen fuel cells, green hydrogen, blue hydrogen, and pink hydrogen.
    • Renewable natural gas (“RNG”) – biogas and methane capture projects.
    • Biofuel – ethanol and biodiesel.
    • Battery and physical storage – battery and electric storage system (“BESS”), thermal.
    • Transmission – regulated and contracted.
    • Distribution – regulated and contracted.
    • Conventional generation – Coal-fired, natural gas, reservoir hydroelectric, nuclear.
  • Trusted voices that will identify and answer the difficult questions.​
  • A holistic and comprehensive analysis that reflects a deep understanding of the Inflation Reduction Act and its impact on your transaction.​
  • Clear and concise deliverables that address the key valuation, cost segregation and tax aspects of your transaction.​
  • Deliverables that are responsive to your specific tax and transaction needs and are adapted to the facts and circumstances of the proposed deal’s form and economics. ​
  • Thorough vetting of assumptions and parameters.

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.