Senior Associate - Integration & Separation Advisory

About the role

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms, and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy.

Responsibilities

• 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.
• Advising 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.

Qualifications

• The successful candidates must be able to travel with Canada and the USA.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Experience with data modeling and visualization tools.

Benefits

• North America: Unlimited paid time off including 2 weeks of disconnected time each year.
• Flexible working arrangements – remote and location flexibility.
• Tuition reimbursement.
• Athletic and mental health benefits.
• Pension & retirement contributions.
• Monthly fringe benefit stipend (up to $400).
• Additional benefits to support your physical and mental wellness.

Pay

Competitive compensation package based on experience and qualifications.

Schedule

Full-time position with flexible working arrangements.

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.