Infrastructure focus Leo Berwick specializes in infrastructure and energy deal advisory, suggesting strong cross-sell opportunities with infrastructure funds, energy developers, pension funds, sovereign wealth funds, and private equity portfolios seeking advisory services.

Deal lifecycle leadership With a team of seasoned M&A advisory leaders from Big Four and Big Law, there is potential to offer comprehensive, end-to-end advisory services across all deal stages to enterprise clients and large asset owners looking to maximize value and manage risk.

Financial health Reported revenue in the range of 50 to 100 million USD indicates a growing mid-market advisory firm, presenting opportunities to expand engagement with existing clients and target similarly sized funds and corporates seeking strategic advisory and execution support.

Digital engagement Active use of marketing and analytics tools (Google Ads, DoubleClick Floodlight, HubSpot) points to readiness for data-driven outreach and account-based marketing to target large infrastructure funds, energy developers, and private equity portfolios.

Global footprint readiness Location in New York with a broad client base across infrastructure, energy, and publicly listed companies suggests expansion potential into additional markets and cross-border deals, leveraging its 120+ specialized advisers to attract multinational clients.