Leo Berwick was proud to attend the 2026 Annual Benefit Dinner hosted by Fiver Children's Foundation. Through its unique ten-year commitment model, Fiver Children’s Foundation provides transformative experiences, long-term mentorship, and meaningful relationships that help youth from systematically under-resourced communities in New York create their own positive futures. We were honored to support an organization making such a meaningful and lasting impact, and to celebrate the incredible work being done to empower the next generation. Representing Leo Berwick at the event was Nick Kato, Jan Michael Skidds, Fiona Dang, CPA, CA, George Abaci, CPA, Rocine Moschella, Michael Wald, Colleen Higgins and Vidhi Patel, CPA. #CommunityImpact #GivingBack #YouthDevelopment
About us
Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across all sectors, with deep expertise in infrastructure and energy. The firm’s team includes more than 120 M&A advisory leaders and specialists from the Big Four and Big Law. Leo Berwick is known for assisting clients to maximize value, minimize risk, and achieve superior returns at every stage of the deal life cycle. For more information, visit leoberwick.com.
- Website
-
https://leoberwick.com
External link for Leo Berwick
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Trusted Deal Advisory, Consulting, Infrastructure, Renewables, Private Equity, Energy, M&A Advisory, M&A Tax Advisory, and State and Local Tax
Locations
Employees at Leo Berwick
Updates
-
Leo Berwick is pleased to share that Dorian Hunt, Partner and Head of our Energy & Renewables Tax Practice will be attending and speaking at the Infralogic Investors Forum New York on June 3 at Convene Brookfield Place. Dorian will participate in the discussion, “𝗘𝗻𝗲𝗿𝗴𝘆 𝗮𝘁 𝗮 𝗖𝗿𝗼𝘀𝘀𝗿𝗼𝗮𝗱𝘀: 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗔𝗺𝗶𝗱 𝗨𝗦 𝗣𝗼𝗹𝗶𝗰𝘆 𝗦𝗵𝗶𝗳𝘁𝘀 𝗮𝗻𝗱 𝗦𝘂𝗿𝗴𝗶𝗻𝗴 𝗣𝗼𝘄𝗲𝗿 𝗗𝗲𝗺𝗮𝗻𝗱,” where industry leaders will examine how evolving US energy policy, tariff uncertainty, tax credit changes, and rising AI-driven power demand are reshaping investment strategies across LNG, renewables, storage, and digital infrastructure. If you are attending, connect with Dorian to discuss the implications these developments may have on energy investment strategies, tax structuring, and transaction execution. #DealAdvisory #DigitalInfrastructure #EnergyInfrastructure #EnergyTransition #Infrastructure #Infralogic #MandA #RenewableEnergy #Renewables #Tax
-
-
Leo Berwick is pleased to welcome Yasmin Ahmed as a Senior Administrative Assistant on our Operations team. Yasmin provides high-trust operational and strategic support to the firm’s Partners and senior leadership. She brings deep expertise in cross-functional coordination, process improvement, and operational execution, along with experience building executive support functions and leading enterprise-wide technology initiatives during periods of significant growth and transformation. We are excited to have Yasmin join the team. Welcome to Leo Berwick!
-
-
Leo Berwick is pleased to welcome Jennifer Wu as a Senior Associate in our US M&A Tax practice. Jennifer supports clients in navigating tax considerations related to domestic and cross-border mergers and acquisitions, including tax due diligence, structuring, and transaction-related analysis. She brings experience advising multinational clients on cross-border tax planning, corporate reorganizations, and international tax matters. We are excited to have Jennifer join the team. Welcome to Leo Berwick!
-
-
Leo Berwick is proud to have supported funds led by Ares Management Infrastructure Opportunities strategy on the acquisition of a stake in the Rover Pipeline from Blackstone Energy Transition Partners, which is expected to help further advance Rover’s essential role in providing long-haul takeaway capacity from the Appalachian Basin to demand centers nationwide. Leo Berwick's team, led by Kyle Kidd, Jan Michael Skidds, Amélie Perron, Brian Heard, CMI, Lauren Argue, Kourtney (Schott) Mechigian, Eric Bleim, Morgan Ziegler, Susan Chun, CPA and Jackson Lawton, was honored to assist with the financial due diligence and tax aspects of the transaction. Read the release: https://lnkd.in/g3BBYbKU Congratulations to all involved! #FinancialDueDiligence #Energy #NaturalGas #EnergyTransition #Infrastructure #MandA #MandATax
-
Leo Berwick is proud to have supported Power Sustainable Energy Infrastructure on the sale of a minority stake in Big Sky Wind, a 240 MW operating wind facility in Illinois to Hamilton Lane and GCM Grosvenor. This transaction reflects continued demand for high-quality operating renewable assets, alongside the growing use of capital recycling strategies to fund new investments and scale infrastructure platforms. Leo Berwick's team, led by Dorian Hunt, and Zack Bhatia, was honored to assist with sell-side tax advisory services. Read the release: https://lnkd.in/eBDGX8KP Congratulations to all involved! #EnergyTransition #RenewableEnergy #Infrastructure #WindEnergy #MandA #MandATax
-
Leo Berwick is pleased to welcome Nitika Nagwani as a Senior Associate in our Talent Acquisition team, supporting our growing India team. Nitika focuses on identifying and engaging high-quality talent to support business needs across consulting environments. She brings over four years of experience in talent acquisition, specializing in consulting hiring across Financial Due Diligence, Deal Advisory, Value Creation, and Risk Advisory, with a strong understanding of talent strategy and hiring trends within professional services. Her experience will help support the continued growth and expansion of our India team. We are excited to have Nitika join the team. Welcome to Leo Berwick
-
-
Proud to see Leo Berwick and Taxand: Your global tax partner collaborating with ATOZ Tax Advisers. Great cross‑border exchange and excellent work by our very own Justine Morin for supporting the training and knowledge sharing. Collaboration like this is how we best serve global clients!
🤝 Collaboration in action in Luxembourg! Taxand colleagues from Leo Berwick in the US recently visited the team at ATOZ Tax Advisers in Luxembourg, where they came together for an engaging and productive discussion on strengthening cross-border collaboration. The meeting provided a valuable opportunity to share insights on the latest US market developments and to explore areas of mutual interest where both firms can further align their expertise. Building on this dialogue, the teams explored concrete ways to enhance the support we provide to shared clients, particularly through more coordinated advice and seamless cross-jurisdictional support. The discussion reaffirmed a strong commitment on both sides to deepen collaboration and leverage the strength of Taxand to support increasingly complex, international client needs. Thank you to our colleagues in Luxembourg for hosting and congratulations to everyone involved in making this such worthwhile and collaborative session. 🌍 #taxand #crossbordercollaboration
-
-
Leo Berwick is proud to have supported Wren House on their establishment of a strategic joint venture with T-Mobile to scale i3 Broadband, a high-quality FTTH platform focused on serving markets across the Midwest. This transaction underscores the continued momentum towards fixed plus mobile convergence, alongside the increasing use of capital-efficient fiber infrastructure joint ventures and wholesale models to accelerate the build-out of high‑performance networks. The Leo Berwick team led by John Troth, Colin Schmidt, CFA, Kevin Burke, CFA, Avi Goodman, CFA, CPA, Kourtney (Schott) Mechigian, Will Covalt, Patrick Johanson and Jack Dabic, was honored to provide sell-side tax and financial due diligence services. Congratulations to all involved! Read the release: https://lnkd.in/e_FdMsvV #Infrastructure #FTTH #DigitalInfrastructure #LeoBerwick #MAndA #MandATax #FDD
-
Leo Berwick is pleased to welcome Timothy Wong, CPA as a Vice President in our Integration & Separation Advisory practice! Timothy supports clients across the transaction lifecycle, including diligence, Day 1 and Day 100 integration, separation planning and execution, and value creation initiatives. He brings experience advising on due diligence, synergy assessment, and post-close execution, and has led cross-functional integration and carve-out initiatives, including target operating model design and Transition Service Agreement structuring across telecommunications, energy, and healthcare sectors. We are excited to have Timothy join the team. Welcome to Leo Berwick!
-