When was Leo Berwick founded?

Leo Berwick was founded in 2020.

Where is Leo Berwick's headquarters located?

Leo Berwick's headquarters is located in Coronado (United States).

How big is Leo Berwick's team?

Leo Berwick has a team of 51, including 21 partners.

What types of deals does Leo Berwick primarily facilitate?

Leo Berwick primarily facilitates Business Acquisition deals for Canada, United States based companies.

What sectors does Leo Berwick facilitate deals in?

Leo Berwick facilitates deals across a wide range of sectors from Consumer to Energy.

Leo Berwick - 2026 Investment Bank Profile, Deals and M&A

Leo Berwick is an investment bank founded in 2020. It is primarily based in Coronado, United States. As of Oct 2026, Leo Berwick has facilitated 3 deals, comprising 3 M&A deals. It primarily facilitates Business Acquisition deals for Canada and United States based companies. The deals facilitated are spread across a wide range of sectors from Consumer to Energy. Most recently, it facilitated the acquisition of Carma Corp by CVC DIF on Sep 15, 2025.

Key Metrics

Founded Year

2020

Location

Coronado, United States

No. of Deals facilitated

Top Deal Types

Business Acquisition

Top Locations of Deals

Canada, United States

Top Sectors of Deals

Consumer, Energy

M&A Facilitated

Carma Corp, Spectrum Building Services & 1 more

View Leo Berwick's full profile

The latest M&A that they facilitated was on Sep 15, 2025 where Carma Corp was acquired by CVC DIF.Their most notable M&A deals include acquisition of Heelstone Energy by Qualitas Energy.

Here is the list of recent M&A deals facilitated by Leo Berwick:

Date	Company	Amount	Acquirers	Co Facilitators
Sep 15, 2025	Carma Corp	9346	CVC DIF	Jefferies and 4 more
Sep 15, 2025	Spectrum Building Services	3129	CVC DIF	Stikeman and 3 more
Jan 30, 2024	Heelstone Energy	7316	Qualitas Energy	Macquarie and 7 more

View all Acquisition Deals facilitated by Leo Berwick

Leo Berwick has a team of 51 members including 21 Partners and 12 Principals located in United States and Canada. Leo Berwick's team does not sit on the board of any company as of now.

Here is a list of top team members in Leo Berwick:

Name	Designation	Location	Contact Details
Nick Kato	Partner	San Diego	1 Email
Greg Falk	Partner	Coronado	1 Email
Jason Kleiss	Partner	Winter Park	1 Email
Toni Lewis	Partner	Phoenix	1 Email
Kyle Kidd	Partner	Dallas	1 Email
Deanna Harris	Partner	Atlanta	1 Email
Tania Wang	Partner	San Francisco	1 Email
Ethan Halpert	Partner	United States	1 Email
Dave Johnson	Partner	San Diego	1 Email
Zack Bhatia	Partner	Toronto	1 Email
Kourtney Schott	Partner	Denver	1 Email