United States · Advice startup

Leo Berwick

Leo Berwick provides tax advisory, financial modeling, tax compliance, management consulting, due diligence and deal strategy services.

Funding reportedLast round: Debt Financing

AdviceNew York, United States

What company datasets say Leo Berwick raised

Funding, as reported

Reported in all$75Min dollars
Last roundDebt Financing
Last round dateJul 2025
Investors listed1

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

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