Who invested in Leo Berwick

One round we have observed, with the 0 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial ServicesProfessional Services

Follow Leo Berwick and see its new rounds in your feed. Start following

Funding summaryUpdated 15 Nov 2026

$75Mraised across 1 round since 2025, from 1 source

Latest round: Debt, $75MJul 2025
Investors: 0

See who backed them

The rounds

Jul 2025
Debt$75M
No investor was named in the report.
Source recorded

Founders and team

From Leo Berwick's own website: 43 on the team.

Caleb HansenVice President, US M&A Tax
Jack DabicVice President, US M&A State and Local Tax
Joe MandryVice President - Canadian M&A Tax
Michelle BuceyVice President - US M&A Tax
Michelle CampbellVice President, US M&A State and Local Tax
Oskar HermansVice President - Valuations and Cost Segregation Services
Raghav KhuntetaVice President
Spencer DurdenVice President, US M&A Tax
Rocine MoschellaChief Clients and Markets Officer
Luke BraganzaHead of Brand & Content
Vanessa PietrantonioHead of People and Performance
Abdullah KhanSenior Associate - Financial Due Diligence
Ali KhawajaAssociate - Financial Due Diligence
Anthony VuDirector - Canadian M&A Tax
Aryan BansalAssociate
Brandon GanzDirector
Caleb CramerAnalyst - Financial Due Diligence
Chelsey SaundersDirector - Revenue Operations

And 25 more on the team.

AdvisersCindy XieDavid NguyenMorgan ZieglerAmélie PerronAnais TavolaraConnie LeeDavid BrandonDeanna Walton HarrisDorian HuntEric PowerFiona DangGarv JainJasneet ChahalJoe ZenkKyle WebbLily LagouManage ConsentMaro EgbediPaul RaoPeter RobinsonRich BlumenreichRick EllsworthRob RazaniTim LongleyTony BohnertVid ByannaVlad Papayan