Partner, Head Of Renewable Energy
CurrentLeo Berwick specializes in U.S. M&A Tax Advisory for Renewables, Infrastructure, and Private Equity industries. We were founded by a team of experienced tax professionals to address the specific needs that exist in this landscape through all stages of a transaction.At Leo Berwick, we understand your need to receive efficient and comprehensive M&A tax advice from an experienced team. Leo Berwick is able to add value to transactions by helping our clients identify tax opportunities while mitigating risk. Our core services are:* Building the tax calculations in your financial models, including for complex tax equity financing structures.* Tax due diligence* Devise a tax-efficient acquisition structure* Federal tax credit monetization - transferability (6418), direct-pay (6417) and tax equity* Advisory in connection with myriad technologies: carbon capture and sequestration, clean hydrogen, BESS, wind, solar, fuel cells, qualified biogas* Advisory on tax credit requirements including domestic content, energy communities, low-income communities, as well as prevailing wage and apprenticeship* Advisory on financial reporting systems typically used in connection with federal tax credit monetization structures (HLBV and PAM)Our experts have decades of experience in advising sellers and buyers and can provide personalized advice to help you better understand and achieve your objectives.
