Leo Berwick | Trusted M&A Advisory
Leo Berwick's M&A Tax Advisory expertise brings tremendous value to your transaction. Our experts become a part of your deal team with trusted M&A tax advisory services.| Leo Berwick
Leo Berwick's M&A Tax Advisory expertise brings tremendous value to your transaction. Our experts become a part of your deal team with trusted M&A tax advisory services.| Leo Berwick
Leo Berwick is proud to have supported CVC DIF with its acquisition of American Student Transportation Partners, a premier US student transportation operator. Read More The post Leo Berwick supports CVC DIF with its acquisition of American Student Transportation Partners appeared first on Leo Berwick.| Leo Berwick
August 19, 2025 | By Tania Wang, Partner, M&A Tax, Deanna Walton Harris, Partner, M&A Tax, & Toni Lewis, Partner, US M&A State and Local Tax On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (“OBBBA” or the “Act”), a sweeping tax and spending cuts package. Although the bill […] The post How Beautiful is that Big Bill for M&A Transactions? appeared first on Leo Berwick.| Leo Berwick
IRS Notice 2025-42 tightens rules for wind & solar tax credits. Learn how to qualify under OBBBA before deadlines hit.| Leo Berwick
August 13, 2025 | By Eric Lucas, Complex Tax Accounting Methods and Elections Leader There is a time sensitive opportunity to reduce the limitation on deducting interest expense under section 163(j). For taxable years that begin before January 1, 2026, a taxpayer may elect to capitalize interest expense to inventory, machinery and other tangible property under […] The post 2024–2025 Tax Alert: Use Elective Interest Capitalization to Minimize 163(j) Limitations Before 2026 appeared first ...| Leo Berwick
Leo Berwick is proud to have supported Freeman Spogli with its acquisition of Philz Coffee, a beloved specialty coffee brand. Read More The post Leo Berwick supports Freeman Spogli with its acquisition of Philz Coffee appeared first on Leo Berwick.| Leo Berwick
Leo Berwick is proud to have supported CVC DIF with its acquisition of SBA Communications’ Canadian tower business, a leading wireless tower infrastructure platform in Canada. Read More The post Leo Berwick supports CVC DIF with its acquisition of SBA Communications’ Canadian tower business appeared first on Leo Berwick.| Leo Berwick
Leo Berwick is proud to have supported Bluebird Fiber with its proposed acquisition of substantially all of the operations of Everstream, a business-only fiber network. Read More The post Leo Berwick supports Bluebird Fiber with its proposed acquisition of substantially all of the operations of Everstream appeared first on Leo Berwick.| Leo Berwick
Leo Berwick is proud to have supported Brookfield Asset Management with its equity investment in 5C, a next-generation AI infrastructure and data center solutions provider. Brookfield is investing through its Infrastructure Structured Solutions strategy, alongside affiliated entities. Read More The post Leo Berwick supports Brookfield Asset Management with its equity investment in 5C appeared first on Leo Berwick.| Leo Berwick
Explore how renewable energy developers can navigate FEOC material assistance thresholds under the OBBBA to preserve federal tax credit eligibility. Practical strategies for solar, wind, and battery storage projects.| Leo Berwick
July 22, 2025 Leo Berwick, a premier global tax and financial advisory firm, serving preeminent infrastructure, private equity, and pension funds and their portfolio companies, announced today that it has executed a credit facility for up to $75 million from Stone Point Credit (“Stone Point”), a leading private credit investment firm, subject to the agreed […] The post Leo Berwick Secures $75 Million Financing Facility from Stone Point Credit to Accelerate Strategic Growth appeared firs...| Leo Berwick
California’s solar property tax exclusion will not be available for new active solar projects after 1/1/2027. Taxpayers and developers need to make sure they’re prepared in order to take advantage of property tax savings while they can. It is not enough for construction to be completed before January 1, 2027; the system must be active with California Independent System Operator before the end of 2026.| Leo Berwick
The Inflation Reduction Act introduced tax incentives to encourage the development of renewable energy assets, including enhanced credits up to five times the base amount, with exceptions allowing increased investment tax credits for projects started before January 29, 2023, even if they don't meet specific requirements.| Leo Berwick
