Nick Kato
Nick is a leading US M&A tax advisor whose tax acumen and commercial common sense help clients with their trickiest transactional tax issues.
Managing Partner
Greg Falk
Greg has spent the last four decades guiding investors through the nuances of the US federal income tax treatment of cross-border and domestic deals.
Senior Partner, M&A Tax
Mike Bammel
Mike leads Leo Berwick’s Valuations practice.
Partner, Valuations
Dorian Hunt
Dorian leads Leo Berwick’s Renewable Energy practice.
Partner - Head of Renewable Energy
Steven Hurowitz
Steven leads Leo Berwick’s Canadian M&A tax practice. Prior to joining Leo Berwick, Steven was a senior M&A tax partner at a Canadian Big 4 firm where he worked for over 30 years.
Steven has advised a wide array of private equity and infrastructure clients on a number of transactions including acquisitions, divestitures, financings, and restructurings.
Partner, Canadian M&A Tax
Kyle Kidd
Kyle has over 15 years of experience solving M&A partnership tax issues for PE funds, infrastructure funds, and other private and public investors.
Partner, M&A Tax
Toni Lewis
Toni handles complex state and local tax matters for some of the world’s largest funds, including tax controversy, transactional, and planning matters.
Partner, US M&A State and Local Tax
Colin Schmidt
Colin leads Leo Berwick’s Infrastructure, Renewables & Energy Transition Financial Advisory Practice
Partner - Head of Infrastructure, Renewables & Energy Transition Financial Advisory
Martin Schmidt
Martin leads the Valuation Services practice and provides valuation, tax, and risk services to Leo Berwick clients with a particular focus on power, water, and other infrastructure industries.
Partner, Head of Valuation Services
John Troth
John is a Partner in Leo Berwick’s US M&A Tax Practice.
Partner, M&A Tax
Joe Volk
Joe is an experienced tax attorney who provides pragmatic and analytical counsel on US federal income tax issues in M&A.
Partner, Tax Insurance Advisory
Deanna Walton Harris
Deanna is an experienced tax attorney and expert on navigating public and private acquirers through complex partnership transactions.
Partner, M&A Tax
Tania Wang
Tania is an M&A Tax Partner specializing in tax diligence, tax modeling and tax structuring.
Partner, M&A Tax
Jeremy Bari
Jeremy is a Managing Director in Leo Berwick’s US M&A Tax Practice, specializing in tax diligence, tax modeling and tax structuring.
Managing Director, M&A Tax
Kevin Burke
Kevin is an experienced infrastructure M&A advisor, specialized in providing financial due diligence advisory services across a range of infrastructure and energy transition sub-sectors, with a particular specialty in digital infrastructure assets.
Managing Director - Infrastructure, Renewables & Energy Transition Financial Advisory
Ethan Halpert
Ethan is an experienced tax attorney and expert on tax issues facing Public Private Partnership (P3) investors.
Managing Director, M&A Tax
Brian Heard
Brian Heard advises some of the country’s largest industrial and infrastructure investors on multi-state complex property tax issues.
Managing Director, Property
Jason Kleiss
Jason is a former Big 4 tax attorney who specializes in advising foreign pension funds and sovereign wealth funds on their US investments.
Managing Director, M&A Tax
Andre Perret
Andre Perret is a Managing Director in Leo Berwick’s Infrastructure, Renewables and Energy Transition Financial Advisory practice.
Managing Director - Infrastructure, Renewables & Energy Transition Financial Advisory
Amélie Perron
Amélie is a Managing Director in Leo Berwick’s Infrastructure, Renewables and Energy Transition Financial Advisory practice, who focuses on financial due diligence and financial modelling specifically tailored to infrastructure and energy investors.
Managing Director - Infrastructure, Renewables & Energy Transition Financial Advisory
Rod Anderson
Rod provides up-to-the-minute advice on taxes facing investors in the energy market. Rod formerly led a Big 4’s National Power & Utilities Tax practice.
Power, Utilities, and Renewables Tax Leader
David Brandon
David Brandon is Leo Berwick’s in-house REIT expert. He’s a former member of a Big 4’s Washington National Tax office, where he headed the REIT group.
REIT Tax Leader
Tony DaSilva
Tony brings deep expertise in the legal, tax and regulatory issues impacting employment, compensation and benefits arrangements.
Compensation and Benefits Leader
David Elbaz-Deckel
David provides expert advice across State and Local Tax Compliance matters, with a primary focus on SALT income tax matters.
State and Local Tax Consultant
Rick Ellsworth
Rick provides valuation services with respect to the power and renewable energy industries for Leo Berwick clients.
Senior Advisor, Valuation Services
Connie Lee
Connie helps clients meet onerous reporting obligations under FATCA and other US tax legislation; she’s a former Big 4 Tax Partner.
US Inbounds Tax Leader
Jim Nason
Jim is the go-to advisor for those in or entering the “communications” arena, including cable, satellite, and content providers; he used to lead the Telecom Tax practice for a Big 4.
Telecom Tax Leader
Scott Schapiro
Scott Schapiro advises employers of all sizes on US payroll tax matters. He formerly led a Big 4’s National Employment Tax practice.
Employment Tax Leader
Dan Shirley
Dan is a nationally-recognized multistate energy and resources tax expert. He is a former Big 4 Tax Partner and National Energy Tax Leader.
National State and Local Energy Tax Leader
Joe Zenk
Joe provides expert advice regarding cost segregation services, technical analysis related to tax credits and incentives, and construction related cost services for Leo Berwick clients.
Cost Segregation Leader
Jane Adams
Jane has more than 40 years of tax experience helping public and private clients with Canadian indirect tax matters.
Canadian Indirect Tax Leader
Zack Bhatia
Zack is an expert in cross-border tax modeling. He made the National Honour Roll for outstanding results on the Canadian final examination for accountants in 2019.
Director, M&A Tax
Will Covalt
Will Covalt is a Director in our US M&A Tax practice.
Director - US M&A Tax
Robbie Harvey
Robbie is a Director in Leo Berwick’s Renewable Energy practice.
Director - Renewable Energy
Justine Morin
Justine is a Director in Leo Berwick’s US M&A tax practice.
Director - US M&A Tax
Kourtney Schott
Kourtney helps clients assess potential investments’ state and local tax positions and recommends solutions to tricky SALT problems that come up after closing.
Director, US M&A State and Local Tax
Lauren Argue
Lauren focuses on transaction tax matters that impact investors on both sides of the Canadian-US border.
Vice President, M&A Tax
Cody Cantrell
Cody advises on state and local tax issues related to mergers and acquisitions as well as assisting with post-deal integration.
Vice President - M&A State and Local Tax
Fiona Dang
Fiona is a Vice President in Leo Berwick’s US and Canadian M&A Federal Tax practices and specializes in tax due diligence, tax structuring, and tax modeling related to domestic and cross-border mergers and acquisitions and other complex transactions.
Vice President, M&A Tax
Thomas Greco
Tom Greco is a Vice President in the US M&A Tax department
Vice President, M&A Tax
Monica Ishak
Monica Ishak is a Vice President in Leo Berwick’s Infrastructure, Renewables and Energy Transition Financial Advisory practice who provides financial due diligence and financial modelling services specifically tailored to infrastructure and energy investors.
Vice President - Infrastructure, Renewables & Energy Transition Financial Advisory
Tim Longley
Timothy Longley is a Vice President in Leo Berwick’s Infrastructure, Renewables & Energy Transition Financial Advisory practice.
Vice President - Infrastructure, Renewables & Energy Transition Financial Advisory
David Nguyen
David Nguyen is a Vice President of Leo Berwick’s Infrastructure, Renewables and Energy Transition Financial Advisory practice.
Vice President - Infrastructure, Renewables and Energy Transition Financial Advisory
Ori Noiman
Ori is a Vice President in Leo Berwick’s U.S. M&A Federal Tax practice.
Vice President, M&A Tax
George Abaci
George Abaci is a Senior Associate in the US M&A Tax department. George advises clients on US tax considerations associated with acquisitions, divestitures, partnerships, restructurings, and financing strategies.
Senior Associate
Seth Caplan
Seth advises on state and local tax issues related to mergers and acquisitions.
Senior Associate
Christopher Colombo
Chris Colombo is a Senior Associate in the US M&A Tax practice.
Senior Associate, M&A Tax
Jason Ho
Jason Ho is a Senior Associate at Leo Berwick’s Infrastructure, Renewables, and Energy Transition Financial Advisory practice.
Senior Associate - Infrastructure, Renewables, & Energy Transition Financial Advisory
Patrick “Patch” Johanson
Patch’s work focuses on modeling and diligence of the US federal income tax law position of flow-through and incorporated entities.
Senior Associate, M&A Tax
Ye Na Lee
Ye Na is a Senior Associate in Leo Berwick’s US and Canadian M&A Tax.
Senior Associate, US & Canadian M&A Tax
Oliver Mason
Oliver is a Senior Associate in the Valuations practice.
Senior Associate - Valuations
Vee Vere
Vee Vere is a Senior Associate in Leo Berwick’s Infrastructure, Renewables and Energy Transition Financial Advisory practice.
Senior Associate - Infrastructure, Renewables & Energy Transition Financial Advisory
Morgan Ziegler
Morgan helps clients identify potential state and local tax exposure risks for both direct and indirect tax types.
Senior Associate, M&A State and Local Tax
Nina Yin
Nina Yin is an Associate in Leo Berwick’s US M&A tax practice.
Associate
Jon Emerson
As Controller, Jon Emerson is responsible for all accounting and reporting functions and serves as a partner to the CFO and management, providing contextualized financial data to support business decision-making.
Controller
Coral Ellsworth
Coral Rea is Leo Berwick’s Director of Accounting, overseeing all accounting functions.
Director of Accounting
Colie Ramirez
Colie is a Staff Accountant at Leo Berwick. She brings knowledge in all aspects of accounting and administrative tasks.
Staff Accountant
Jennifer Gilbert
Jen is the Head of Talent & Culture supporting our US and Canadian operations at Leo Berwick.
Head of Talent and Culture
Heather Godsmark
Heather Godsmark is Leo Berwick’s Chief Clients & Markets Officer.
Chief Clients and Markets Officer
Liz McBride
Liz works as Strategic Partnerships at Leo Berwick, bringing a wealth of experience and expertise to our Toronto-based team.
Strategic Partnerships
Gina Moore
Gina serves as Executive Assistant to the firm.
Executive Assistant
David Toler
David previously served as Leo Berwick’s Chief Operating Officer.
Partner Emeritus