Teams at Leo Berwick

Lead financial due diligence engagements for acquisitions and divestitures across energy, infrastructure, and renewables. Analyze business plans and historical financials, identify risks and value opportunities, align findings with valuations, and deliver client reports and presentations. The role includes managing project lifecycles, overseeing client deliverables, mentoring junior team members, and leading complex engagements in a remote environment with occasional travel across Canada and the United States.

Build and ship AI-native agentic products for high-stakes M&A workflows. Design orchestration middleware, integrate LLMs, retrieval, tool calling, and enterprise data, and create reliable, secure, observable systems. Develop domain models supporting automated reporting and memo generation, shape platform architecture, establish engineering standards, collaborate with subject matter experts, and contribute to technical evaluations and hiring.

Own revenue marketing across account-based marketing, paid media, website conversion, SEO, AI visibility, campaign operations, and performance reporting. Build multi-channel campaigns for target accounts, manage advertising budgets, create HubSpot workflows, improve conversion paths, connect systems with AI and automation, and report on engagement and influenced pipeline. Partner with Sales, Revenue Operations, Events, and Content teams to optimize campaigns and accelerate pipeline growth.