Job Title

Who we are:Leo Berwick is an innovative mergers and acquisitions tax advisory firm. We are comprised of experienced advisors from global Big 4 and Big Law firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together.What were looking for:Our team supports our clients to the impact of their mergers, acquisitions, carve-outs, or divestitures. We support value creation across the transaction timeline from early strategy and risk assessment through integration strategy, due diligence, and post-merger integration & separation planning and execution. Our work is fast-paced, diverse, and high-impact.As a Director, you will take a leadership role in client delivery, relationship management, and business development. You will oversee project teams, drive strategic insights, and serve as a trusted advisor to senior executives on some of the most transformative deals in North Americas energy and infrastructure sectors.Youre the right fit for this role if Thrive in fast-paced, high-stakes environments where your insights shape real investment decisionsHave a proven ability to break down complex data into actionable insights that drive valueThrive in a collaborative, entrepreneurial environment where your ideas drive client outcomesEnjoy collaborating in a close-knit, high-performing team while mentoring others and helping them growAre comfortable working with ambiguity, owning deadlines, working at deal speed and figuring things out independently when neededBenefits & PerksUnlimited paid time off including 2 weeks of disconnected time annuallyFlexible working arrangements remote and location flexibilityTuition reimbursementAttractive medical and dental insurancePension & retirement contributionsMonthly fringe benefit stipend (up to $400)Additional benefits to support your physical and mental wellnessResponsibilities:Lead multiple client engagements, serving as the primary point of contact for clients presenting key insights and building strong, trust-based relationships.Mentor, coach, and develop junior team members to foster a collaborative, high-performance culture.Guide clients through buy-side and sell-side transactions, including synergy quantification, carve-out planning and diligences, developing transition services agreements, integration strategies and running Integration & Separation Management Offices.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.Develop, review and deliver client ready diligence reports highlighting key findings, adjustments and recommendations.Communicate insights effectively through compelling data visualizations and presentations.Support project planning, internal workflow management, and day-to-day client interactions.Take ownership of workstreams and help manage day-to-day delivery across multiple projects in a deadline-driven environmentOperate in fast-paced, ambiguous environments with the ability to pivot and adapt as needed.Qualifications:7-10 years in transaction advisory, due diligence, or value creation ideally with experience at a Big 4 or similar firmBachelors degree in Business, Finance, Accounting, Engineering, Economics, or related discipline.Advanced Excel and PowerPoint skills (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.How to Apply:To be considered for this opportunity, please carefully follow these application instructions:Email your application to [email protected] the exact subject line: Your Name, Director, Integration & Separation AdvisoryAttach a PDF copy of your resume to the email. (Resumes in other formats will not be considered.)Equal Opportunity StatementLeo 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.