Comprehensive Solutions for Energy Transactions

Your Trusted Partner for Energy Transactions

At Leo Berwick, we provide specialized financial, tax, modeling, and valuation advisory services tailored to the energy sector. Our expertise spans across conventional and renewables power (generation, distribution and transmission), oil and gas (exploration and production, transportation, storage and distribution), oilfield services, district energy and energy marketing , ensuring that we deliver customized, tax-efficient strategies for our clients. 

The energy asset class is rapidly evolving. In addition to traditional sectors like utilities and conventional energy, it now includes businesses that are critical for long-term energy security—such as LNG, renewables, and circular economy assets such as energy-from-waste. The sector is also being transformed by the load growth stemming from cloud computing, AI and data centers, as well as by shifts in onshoring and domestic industrial growth. At Leo Berwick, we provide specialized financial and tax expertise in these fast-growing areas, ensuring our clients maximize investment value and navigate complex regulatory landscapes. 

We eliminate traditional deal advisor silos by offering integrated tax advisory, financial due diligence, financial modeling and strategic insights, enabling clients to optimize capital deployment, reduce tax liabilities, and accelerate returns. Whether you’re evaluating an acquisition, a capital investment, or a restructuring, Leo Berwick is your first call for energy transaction advisory. 

Our Expertise

Power Generation, Transmission and Distribution

  • Conventional generation – Coal-fired, natural gas, reservoir hydroelectric, nuclear. 
  • Battery and physical storage – battery and electric storage system (“BESS”), thermal. 
  • Renewable power generation – utility scale and distributed wind, solar, tidal and geothermal power plants. 
  • Transmission – regulated and contracted. 
  • Distribution – regulated and contracted. 

Oil & Gas

  • Upstream – exploration and production. 
  • Midstream – pipelines, storage, and processing facilities. 
  • Downstream – refineries and distribution facilities.  
  • Liquified natural gas (LNG) investments – LNG facilities and terminals.  

Alternative fuel sources

  • 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.  

Energy services

  • Energy Consumption & End-Use Markets 
    • Electric Mobility – EV infrastructure, fleet electrification, and charging networks. 
    • Energy Retrofitting – Building efficiency improvements.  
    • Smart Metering & Grid Modernization – Utility-scale and distributed energy resource investments. 
    • Demand-Side Management – Energy consumption reduction strategies. 
  • Energy-as-a-Service (EaaS) – Decentralized energy solutions. 
  • Circular Economy & Energy-from-Waste – Waste-to-energy and sustainable resource projects. 
  • Carbon Capture, Utilization and Storage (“CCUS”) – carbon sequestration projects. 
  • Oilfield services – drilling, well servicing and completion, and production services. 
  • Energy marketing – buying, selling, and trading energy commodities.  

Financial Modeling & Advisory Services

  • Integrated Financial Modeling

    • Comprehensive platform and asset models incorporating tax, accounting, and operational inputs.

  • Transaction Structuring

    • Advisory on tax-efficient deal structures for acquisitions, divestitures, and partnerships.

  • Capital Investment Decision Modeling

    • Evaluating the financial viability of new projects and expansions.

  • Tax Credit & Incentive Optimization

    • Maximizing available federal, state, and local tax credits for energy investments.

  • Asset Management Modeling

    • Ongoing tax compliance and financial tracking for infrastructure assets.

  • Regulatory & Legislative Advisory

    • Staying ahead of changing tax laws and energy policies.

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.

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