September 17, 2025

Leo Berwick, a premier global tax and financial advisory firm, today announced the expansion of its Integration & Separation Advisory. This expansion underscores Leo Berwick’s commitment to helping clients maximize value and minimize risk from initial planning through post-close execution. Leo Berwick is a market-leading provider of commercially-focused financial and tax due diligence, structuring, modeling, valuation, and cost segregation, serving private equity and pension funds and their portfolio companies, and corporates.

The enhanced services address the unique complexities of transactions in today’s rapidly evolving deal landscape. By combining deep sector expertise in the infrastructure, energy and renewables sectors, with a pragmatic, commercially grounded approach, Leo Berwick delivers unmatched support throughout the transaction lifecycle.

Key highlights of the expanded advisory services include:

  • Comprehensive Pre-Deal Support: The firm’s expanded offerings begin with rigorous pre-deal analysis, including carve-out and IT due diligence, workforce and HR assessments, synergy evaluations, and validation of transition service agreements (TSAs). Leo Berwick partners with clients to identify standalone requirements, quantify synergies, and assess risks, ensuring informed investment decisions and a clear roadmap for Day 1 readiness.
  • Post-Deal Integration and Separation Excellence: Following deal close, Leo Berwick helps clients translate strategy into action. The firm partners with leadership to define integration or separation strategies, design interim and future-state operating models, and establish management offices for seamless execution. By implementing structured workplans, and rigorous governance, the team accelerates decision-making, mitigates risks, and drives value realization across the transaction lifecycle.

With this holistic approach, Leo Berwick delivers integrated, end-to-end advisory services that address the unique complexities of transactions in today’s rapidly evolving deal landscape.

“We are excited to strengthen our commitment to the M&A space through these enhanced advisory services,” said Nick Kato, Managing Partner of Leo Berwick. “By combining deep industry expertise with a client-focused approach and proven results, we are well positioned to help clients achieve their goals, whether acquiring or divesting assets in this dynamic market.”

Leo Berwick’s Integration & Separation Advisory is led by experienced professionals including Colin Schmidt, Partner, Head of Financial Advisory, Saranya Chopparupu, Managing Director, and Peter Robinson, Senior Advisor. The team will be further strengthened by additional subject matter experts joining in the coming weeks, expanding our capabilities.

For more information about Leo Berwick’s Integration & Separation Advisory please click here. 

 

About Leo Berwick

Leo Berwick, a premier global tax and financial advisory firm, serves infrastructure, energy, renewables, private equity, and pension funds and their portfolio companies. With deep sector expertise in infrastructure, energy and renewables, and decades of transaction experience, our team of M&A leaders helps clients maximize value, minimize risk, and achieve superior returns at every stage of the deal life cycle. With full-service teams in the U.S. and Canada and a growing global alliance, Leo Berwick delivers seamless international transaction support.

For more information, please visit www.leoberwick.com or follow us on LinkedIn.

 

Leo Berwick Contacts: 

Heather Godsmark
Chief Clients and Markets Officer
info@leoberwick.com
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Chelsey Saunders
Head of Marketing and Communications
info@leoberwick.com
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