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Leo Berwick

Location

Coronado, CA, USA

Area of Specialization

Buy-Side Advisory, Sell-Side Advisory, Tax Insurance, Public-Private Partnership (P3) Services, FIRPTA, Post-Closing, Property Tax, Valuation, Cost Segregation

CCSP Certified

Yes

Category

Accounting/Tax

Other Office Locations

California, New York

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Description:

Leo Berwick is a specialized M&A advisory firm, serving investors across North America with tax and accounting expertise tailored to optimize capital deployment. Their team collaborates with infrastructure funds, private equity firms, portfolio companies, and corporate investors, offering deep sector knowledge in areas such as real estate, technology, renewable energy, and healthcare. With a global alliance of transaction experts and a dedicated Valuation and Cost Segregation team, Leo Berwick delivers comprehensive, high-quality solutions for transactions of all sizes, from middle-market deals to multi-billion-dollar investments.

Contact Info:

Phone Number

(619) 537-8874

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