Strategic deal focus Leo Berwick serves large infrastructure and energy investors, pension funds, sovereign wealth funds, private equity, and corporate clients across deal life cycles, indicating opportunities to engage with senior decision-makers on advisory services, capital deployment strategies, and post-deal value enhancement.

Scale and expertise With 51-200 employees and over 120 M&A specialists from top firms, the firm combines breadth and depth suitable for high-value transactions, presenting upsell paths for broader advisory work, due diligence, and integrative risk management offerings tailored to large-scale infrastructure projects.

Revenue and funding signals Current revenue range of 50M-100M and funding of 75M suggest an active growth trajectory, creating opportunities to position premium advisory services, data analytics, and technology-enabled deal tracking to support scaling deals and efficiency gains.

Tech-enabled dealwork Utilizes tools like Alteryx, Salesforce, iCIMS, and AI assistants (ChatGPT, Claude) indicating openness to tech-enabled workflows; potential to pitch advanced analytics, CRM-driven pipeline management, and AI-assisted due diligence as value adds.

Industry reach Deep expertise in infrastructure and energy with clients spanning funds, developers, sovereign wealth, and public companies; prospect opportunities exist across infrastructure funds, energy developers, and portfolio companies seeking optimization, divestitures, or acquisition-led growth and cross-border deal advisory.