Leo Berwick is a mergers and acquisitions (M&A) advisory firm based in San Diego, California. Founded in 2020, the firm specializes in tax, accounting, and financial modeling for complex transactions. It serves investors looking to maximize value and minimize risk in deals across North America and globally. With teams in the U.S. and Canada, Leo Berwick focuses on cross-border expertise and collaborates with a global alliance to support international transactions.The firm offers comprehensive M&A advisory services, including tax advisory, financial modeling, due diligence, and deal strategy. It has sector-specific expertise in areas such as infrastructure, renewables, private equity, consumer goods, healthcare, technology, and telecommunications. Leo Berwick provides deliverables like technical memos and custom financial models tailored to various sectors, ensuring clients receive specialized support for their investment needs. The firm caters to institutional investors, private equity firms, and portfolio companies, handling transactions of varying sizes with a focus on efficiency and risk-adjusted returns.