San Francisco
M&A Tax Advisory

Since San Francisco and its neighbor, Silicon Valley, are known as the gold standard for the technology startup scene, it should not come as a surprise that M&A deals are a ubiquitous part of the economic fabric of the Bay Area. At Leo Berwick, our skilled tax advisers are experts on all tax matters relating to mergers and acquisitions, regardless of industry.

San Francisco attracts both startups and more established companies, particularly those in the technology sector. San Francisco has a well-established startup scene, bolstered by the nearby Silicon Valley and the sheer amount of venture capital dollars flowing into the tech sector. In spite of the pandemic, tech M&A deals skyrocketed. In 2020, M&A transactions in the tech industry exceeded $600 billion.[1] Tech companies also raised $25.2 billion in venture capital funding for IPOs.[2] The influx of VC capital into the tech industry presents opportunities for both buyers and sellers: buyers may be looking to scale up through acquisition or gain an edge in competition. At Leo Berwick, our knowledgeable tax advisors are experienced dealmakers in the life sciences industry. We are here to help you with any of your M&A tax needs.

Our clients have direct access to Leo Berwick’s managing partners and directors. Our experienced dealmakers are readily available to guide you through the M&A process and advise you on everything from the most tax efficient way to structure a business to the best deal structure for you. We hope that you will rely on us to become a trusted part of your deal team to allow you to focus on what matters most: running a successful business. Call us at 619-537-8874 or email us at with any inquiries about mergers and acquisitions in San Francisco.

[1] Daly, Brenon. 2021 Tech M&A Outlook: Introduction. 3 Feb. 2021, PricewaterhouseCoopers. “2020 Annual Capital Markets Watch.” PwC,

[2] PricewaterhouseCoopers. “2020 Annual Capital Markets Watch.” PwC,

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.