# Leo Berwick funding: rounds and investors

> Leo Berwick has raised $75M across 1 round since 2025. Every round with its source.

Source: https://millionrounds.com/company/leo-berwick (Millionrounds; every figure on the page links to its filing or article)

United States · [Funded startup](https://millionrounds.com/companies)

# 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 Services Professional Services

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Funding summary Updated 15 Nov 2026

**$75M** raised across 1 round since 2025, from 1 source

- **Latest round:** Debt, $75M Jul 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 Hansen** Vice President, US M&A Tax
- **Jack Dabic** Vice President, US M&A State and Local Tax
- **Joe Mandry** Vice President - Canadian M&A Tax
- **Michelle Bucey** Vice President - US M&A Tax
- **Michelle Campbell** Vice President, US M&A State and Local Tax
- **Oskar Hermans** Vice President - Valuations and Cost Segregation Services
- **Raghav Khunteta** Vice President
- **Spencer Durden** Vice President, US M&A Tax
- **Rocine Moschella** Chief Clients and Markets Officer
- **Luke Braganza** Head of Brand & Content
- **Vanessa Pietrantonio** Head of People and Performance
- **Abdullah Khan** Senior Associate - Financial Due Diligence
- **Ali Khawaja** Associate - Financial Due Diligence
- **Anthony Vu** Director - Canadian M&A Tax
- **Aryan Bansal** Associate
- **Brandon Ganz** Director
- **Caleb Cramer** Analyst - Financial Due Diligence
- **Chelsey Saunders** Director - Revenue Operations

And 25 more on the team.

Advisers *Cindy Xie* *David Nguyen* *Morgan Ziegler* *Amélie Perron* *Anais Tavolara* *Connie Lee* *David Brandon* *Deanna Walton Harris* *Dorian Hunt* *Eric Power* *Fiona Dang* *Garv Jain* *Jasneet Chahal* *Joe Zenk* *Kyle Webb* *Lily Lagou* *Manage Consent* *Maro Egbedi* *Paul Rao* *Peter Robinson* *Rich Blumenreich* *Rick Ellsworth* *Rob Razani* *Tim Longley* *Tony Bohnert* *Vid Byanna* *Vlad Papayan*

## Quick answers about Leo Berwick

### How much has Leo Berwick raised?

Leo Berwick has raised $75M across 1 round since 2025.

### When did Leo Berwick last raise?

Leo Berwick's most recent round was a Debt of $75M in Jul 2025.

### What was Leo Berwick's biggest round?

Its most recent round, $75M in Jul 2025, is also its largest on record.

### What stage is Leo Berwick at?

Leo Berwick's latest named round is a Debt, in Jul 2025.

### Where is Leo Berwick based?

Leo Berwick is based in the United States.

## Companies like Leo Berwick

In the same sector, and raised in the last eighteen months.

[**Torus** $739M · Nov 2026](https://millionrounds.com/company/torus)[**Marble** $75M · Nov 2026](https://millionrounds.com/company/marble)[**PortX** $17M · Nov 2026](https://millionrounds.com/company/portx)[**Synctera** $40M · Nov 2026](https://millionrounds.com/company/synctera)[**Billd** $160M · Nov 2026](https://millionrounds.com/company/billd)[**Guava** $13M · Nov 2026](https://millionrounds.com/company/guava)

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