Senior Associate - Integration & Separation Advisory

Company Overview

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. The firm leverages deep expertise in infrastructure and energy, with a team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law. Leo Berwick partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high‑impact advice. The culture is grounded in high performance, continuous learning, and a shared ambition to build something exceptional together while delivering dedicated, customized service to every client.

What We’re Looking For

Our team supports clients in maximizing the impact of mergers, acquisitions, carve‑outs, and divestitures, delivering value creation across the transaction timeline—from early strategy and risk assessment through synergy planning, performance improvement, and integration. The role is fast‑paced, diverse, and high‑impact, requiring a collaborative, entrepreneurial mindset.

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 work‑plan 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 VPs 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.

Qualifications

• 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, Business, Finance, Engineering, Economics, or a related discipline (Accounting required).
• Advanced Excel and PowerPoint skills (modeling, analytics, visual storytelling).
• Excellent interpersonal, negotiation, and conflict‑resolution skills.
• Strong organizational abilities and meticulous attention to detail.
• Ability to structure ambiguous problems, synthesize large data sets, and identify key value drivers.
• Critical thinking with commercial intuition.
• Willingness and ability to travel within Canada and the United States.

Benefits & Perks

• North America unlimited paid time off, including two weeks of disconnected time each year.
• Flexible working arrangements – remote and location flexibility.
• Tuition reimbursement.
• Attractive medical and dental insurance.
• Pension and retirement contributions.
• Monthly fringe‑benefit stipend (up to $400).
• Additional benefits to support physical and mental wellness.
• Family‑first benefits, including an enhanced parental‑leave program with paid leave and top‑up options for eligible employees.