Senior Associate – Integration & Separation Advisory

🔥 4 hours ago

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Leo Berwick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

💰 $75M Debt Financing - Leo Berwick on 2025-07

Consulting

Leo Berwick is a pure-play M&A advisory firm that provides tax, accounting and transaction advisory services to investors and corporate clients. The firm’s US and Canadian professionals work with infrastructure funds, private equity houses, portfolio companies, pension funds and corporate investors on buy-side and sell-side deals, integration & separation, modeling, tax, valuation, insurance and public–private partnership (P3) matters. Leo Berwick supports transactions across infrastructure, renewables, real estate, technology, telecommunications, healthcare, manufacturing and other sectors, and coordinates with a global alliance for deals outside North America.

📋 Description

• Quantify synergies and value creation opportunities during buy-side transactions; assess carve-out requirements and operating costs of standalone entities. • Identify areas of operational entanglement to be managed through a defined separation workplan on sell-side transactions. • Advise on the scope and commercial terms of transition services agreement structures. • Advise clients during post-deal execution, including synergy capture, integration planning, performance tracking, and operational transformation. • Contribute to report writing and presentation development, creating structured, client-ready deliverables with guidance from VP’s and Directors. • Engage with clients under supervision, presenting key insights and building strong, trust-based relationships. • Take ownership of workstreams and help manage day-to-day delivery across multiple projects in a deadline-driven environment • Communicate insights effectively through compelling data visualizations and presentations. • Support project planning, internal workflow management, and day-to-day client interactions. • Operate in fast-paced, ambiguous environments with the ability to pivot and adapt as needed.

🎯 Requirements

• 2–3 years in transaction advisory, due diligence, or value creation ideally with experience at a Big 4 or similar firm • Bachelor’s degree in Accounting, or related field required. • Bachelor’s degree in Business, Finance, Accounting, Engineering, Economics, or related discipline. • Advanced Excel and PowerPoint skills (modeling, analytics, visual storytelling). • Excellent interpersonal, negotiation and conflict resolution skills. • Excellent organizational skills and attention to detail. • Ability to structure ambiguous problems, synthesize large data sets, and identify key value drivers. • Critical thinking with strong attention to detail and commercial intuition. • The successful candidates must be able to travel with Canada and the USA.

🏖️ Benefits

• Unlimited paid time off including 2 weeks of disconnected time each year • Flexible working arrangements – remote and location flexibility • Tuition reimbursement • Attractive medical, dental insurance • Pension & retirement contributions • Monthly fringe benefit stipend (up to $400) • Additional benefits to support your physical and mental wellness