# Leo Berwick: Advice, New York, United States

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

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

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

# Leo Berwick

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

Funding reported Last round: Debt Financing

Advice New York, United States

Company summary

- **Founded:** 2020 6 years old
- **Team:** 11 11 to 50 people
- **Funding reported:** $75M in dollars
- **Last round:** Debt Financing Jul 2025

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Leo Berwick has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Leo Berwick raised

Funding, as reported

Reported in all **$75M** in dollars

Last round **Debt Financing**

Last round date **Jul 2025**

Investors listed **1**

## 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*

## Advice in United States

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