Advisors across the life of the asset
Partner-led tax and financial advisory for infrastructure, energy and industrials.
We advise investors and owners on tax, financial due diligence, valuation, modelling, insurance, integration and technology: when they buy, throughout ownership, and when they sell.
Deep sector expertise, across every stage of ownership.
Infrastructure
Data centers, fiber and towers; transport and logistics; water and waste; infrastructure services
Energy
Power and utilities, renewables and storage, transmission and distribution, midstream and downstream
Industrials
Manufacturing, industrial services and the businesses that build and supply critical assets
Two core practices. Every capability your deal needs around them.
We advise infrastructure funds, energy-transition investors, private equity firms, pensions and corporates. M&A tax and financial due diligence lead every engagement, with specialists brought in when your deal calls for them.
M&A Tax
Structuring and diligence that hold up at investment committee.
- Tax structuring and modeling
- Tax due diligence
- State and local tax
- Tax credits, incentives and tax insurance
Financial Due Diligence
A clear view of earnings, cash and risk before you commit.
- Quality of earnings
- Net debt and working capital
- Vendor due diligence
- Carve-out diligence and SPA support
Valuation and cost segregation · Financial modeling · Integration and separation · Technology and AI · RWI
Buy · Hold · Sell. We stay with you through the full investment cycle, from diligence and structuring to integration, value creation and exit.
The experts you meet are the experts who do the work.
24 partners across tax, FDD, valuations, ISA and technology
Nick KatoManaging Partner
Greg FalkSenior Partner, M&A Tax
Mike BammelPartner, Valuations
Saranya ChopparupuPartner, Integration & Separation Advisory
Stefan GirtlerPartner, Infrastructure, Energy & Renewables Financial Advisory
Dorian HuntPartner, Head of Energy & Renewables Tax
Steven HurowitzPartner, Canadian M&A Tax
Jason JudsPartner, Technology, Data, and AI
Omar KhalifaPartner, Technology, Data, and AI
Kyle KiddPartner, M&A Tax
Dave LeopoldPartner, Technology, Data, and AI
Toni LewisPartner, US M&A State and Local Tax
Ryan MillerPartner, M&A Tax
Ryan OrmePartner, Infrastructure, Energy & Renewables Financial Advisory
Amélie PerronPartner, Infrastructure, Energy & Renewables Financial Advisory
Jamie ReingruberPartner, Technology, Data, and AI
Colin SchmidtPartner, Head of Infrastructure, Energy & Renewables Financial Advisory
Jan Michael SkiddsPartner, National Leader, State and Local Tax
John TrothPartner, M&A Tax
Bill ValasekPartner, Technology, Data, and AI
Joe VolkPartner, Tax Insurance Advisory
Deanna Walton HarrisPartner, M&A Tax
Tania WangPartner, M&A Tax
William WeatherfordPartner, M&A TaxWhy clients choose Leo Berwick.
With you for the life of the asset
We work with clients before they invest, through every year they own and at exit. That covers structuring and diligence, tax planning, SALT and property tax, valuation, reporting, integration and value creation.
Sector depth
We advise on more infrastructure and energy assets than almost any other firm, so we spot the issues and the upside earlier. Every team is built around the experts your situation needs.
One integrated team
Tax, financial advisory, valuation, technology and integration specialists work as one team, supported by better technology, to give clear, commercially actionable advice.
Beyond the Hype: Building AI That Scales
Omar Khalifa, Partner, Jason Juds, Partner, and Everett Whittaker, Senior Data Architect at Leo Berwick, sit down to...
Leo Berwick is proud to have supported Fengate Asset Management with its majority investment in Clinical Research of West Florida
Leo Berwick is proud to have supported Fengate Asset Management Private Equity with its majority investment in...
Beyond Quality of Earnings: What Buyers Need to Understand in a Carve-Out
October 26, 2026 | By: Mitch Kurylowicz, Director, Integration & Separation Advisory In most carve-out...
Buying, owning or selling?
Talk to the Partner who would do the work.
