Insights

Industry Focus Leo Berwick specializes in infrastructure and energy sectors, serving large funds, developers, pension funds, sovereign wealth funds, private equity and strategic investors. This indicates potential alignment opportunities with firms actively investing in complex capital projects and long‑horizon returns.

Deal Lifecycle Expertise With a strong emphasis on maximizing value and minimizing risk across the full deal lifecycle, there are sales opportunities around comprehensive M&A advisory, due diligence, and integration or divestiture support for big-ticket infrastructure and energy transactions.

Financial Scale Revenue in the mid‑range of tens of millions and a funding position around mid‑sized venture to growth rounds suggest Leo Berwick targets sizable but potentially expanding client portfolios, offering cross‑sell of advisory services to existing fund and corporate clients.

Talent and Credibility A team of over 120 advisory leaders from Big Four and Big Law signals strong execution capability and credibility, which can be leveraged in upselling high‑level advisory mandates, specialized risk assessments, and senior‑level relationship outreach.

Tech and Compliance Adoption of LinkedIn Ads, Google Ads, GDPR compliance, and standard office tools highlights a modern, compliant go‑to‑market approach; sales opportunities exist around marketing services, data‑driven outreach enhancements, and governance‑/compliance oriented advisory offerings for clients in regulated infrastructure sectors.

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Leo Berwick Tech Stack

Leo Berwick uses 8 technology products and services including Alteryx, AdRoll, LinkedIn Ads, and more. Explore Leo Berwick's tech stack below.

Leo Berwick's Email Address Formats

Leo Berwick uses at least 1 email format:
Leo Berwick Email FormatsExamplePercentage
First.Last@leoberwick.comJohn.Doe@leoberwick.com
100%

Frequently Asked Questions

What is Leo Berwick's official website and social media links?

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Leo Berwick's official website is leoberwick.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Leo Berwick generate?

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As of August 2026, Leo Berwick's annual revenue is estimated to be $50M - $100M.

What is Leo Berwick's NAICS code?

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Leo Berwick's NAICS code is 52 - Finance and Insurance.

How many employees does Leo Berwick have currently?

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As of August 2026, Leo Berwick has approximately 141 employees across 2 continents, including North America and Asia. Key team members include Chief Human Resources Officer: M. P., Vice President - Infrastructure, Renewables And Energy Transition Financial Advisory: J. D. and Vice President - Infrastructure, Renewables & Energy Transition Financial Advisory: T. L. Explore Leo Berwick's employee directory with LeadIQ.

What industry does Leo Berwick belong to?

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Leo Berwick operates in the Financial Services industry.

What technology does Leo Berwick use?

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Leo Berwick's tech stack includes Alteryx, AdRoll, LinkedIn Ads, iCIMS, Salesforce, ChatGPT, Claude by Anthropic and Microsoft Teams.

What is Leo Berwick's email format?

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Leo Berwick's email format typically follows the pattern of First.Last@leoberwick.com. Find more Leo Berwick email formats with LeadIQ.

How much funding has Leo Berwick raised to date?

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As of August 2026, Leo Berwick has raised $75M in funding. The last funding round occurred on Jul 22, 2025 for $75M.

When was Leo Berwick founded?

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Leo Berwick was founded in 2021.
Leo Berwick logo

Leo Berwick

Financial ServicesNew York, United States51-200 Employees

Leo Berwick is a financial services firm that focuses on deal advisory, with deep expertise in infrastructure and energy. Its client roster includes the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across sectors. The firm employs more than 120 M&A advisory professionals who come from leading accounting firms and law firms.

Headquartered in New York City, the firm anchors its work in infrastructure and energy while serving clients across sectors. Its work spans the deal lifecycle, aiming to maximize value, minimize risk, and achieve superior returns for clients.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2021
Employees
51-200

Section iconFunding & Financials

  • $75M

    Leo Berwick has raised a total of $75M of funding over 1 rounds. Their latest funding round was raised on Jul 22, 2025 in the amount of $75M as a Debt Financing.

  • $50M - $100M

    Leo Berwick's revenue is estimated to be in the range of $50M - $100M

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