TSL Express Daily News
The Secured Lender
SFNet's The 81st Annual Convention Issue
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Top 5 Apps for Organizing
Mar 7, 2019If you’re like most of us, we try to stay organized in business and life, but it gets increasingly complicated…
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The Importance of Stretching
Mar 7, 2019Every personal trainer and athletic coach I have ever worked with has stressed the importance of stretching. When working out…
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SFNet's 40 Under 40 Award Winners Panel Recap
Mar 6, 2019Moderator: Samantha Alexander, regional underwriting manager, Wells Fargo Capital Finance’s Corporate Asset Based Lending group and 2016 CFA 40 Under…
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SFNet's Inaugural YoPro Leadership Summit
Mar 6, 2019The Secured Finance Network brought together the next generation of commercial finance leaders for a full day of learning and…
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It’s a Marathon, Not a Sprint
Aug 22, 2018I was recently invited to participate in an executive panel to answer questions from a credit training class comprised of...
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It’s Not Too Late – Five Member Benefits to Cash In On Now
Aug 1, 2018As we hit the half way mark on calendar year 2018, it is a good time to take stock and…
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It’s Time To Break Up With Your Phone
Jul 18, 2018Do I have your attention? Let’s be honest here: do you have the attention span to read this article? Compared…
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Lien Management – What You Need to Know
Jun 6, 2018UCC filing is the cornerstone of all loans and every lien portfolio...
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Potential Impacts of Blockchain on Commercial Lending
Jan 15, 2018By Raja Sengupta, Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions When it comes to the rising importance…
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How to be a Good Leader
Dec 5, 2017I know what you’re thinking…another article about how to be a good leader? The short answer is yes…but this time,…
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Fintech and Due Diligence – Disruptors and Established Firms Evolve
Oct 30, 2017The fintech sector has gone through a number of manifestations in the past two decades.
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A Commercial Banker’s Tickler Transition Plan
Oct 18, 2017Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
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Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Sep 5, 2017It is imperative for individuals to have a general idea about their future career aspirations, just as companies should have clearly defined strategies.
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Selecting a Technology Vendor: 3 Questions to Ask
Jul 5, 2017As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
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Why Back-Office Lending Automation Enhances Customer Satisfaction
Apr 25, 2017Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
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The Lost Art of the Loan Purchase
Mar 2, 2017Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
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Audit Prep: Why a Paperless Approach Makes Sense
Feb 15, 2017How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
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Back Office Support Services: Helping you approve more clients
Feb 7, 2017How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
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“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Jan 30, 2017Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…
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Paper Loan Files: Does Your Bank Know the True Cost?
Jan 12, 2017Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…
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July 23, 2025
Source: Leo Berwick
Leo Berwick, a premier global tax and financial advisory firm, serving preeminent infrastructure, private equity, and pension funds and their portfolio companies, announced today that it has executed a credit facility for up to $75 million from Stone Point Credit (“Stone Point”), a leading private credit investment firm, subject to the agreed upon conditions between the parties.
Since its founding in 2021, Leo Berwick has rapidly become a leader in infrastructure and energy tax and financial advice. The firm continues to grow and launch new practice areas related to valuation, cost segregation, modeling, and financial due diligence across multiple sectors and remains active in looking for opportunities to further expand its premium service offerings to its global clients.
“We are thrilled to partner with Stone Point as we enter our next phase of growth,” said Nick Kato, Managing Partner of Leo Berwick. “This financing will allow us to accelerate our strategic initiatives, expand our capabilities, and continue delivering exceptional value and service to our clients.”
The facility earmarks a portion of proceeds for strategic M&A and other growth initiatives, which are core parts of Leo Berwick’s strategic roadmap.
“Our aspiration,” continued Kato, “is to offer clients a better alternative to the Big 4, including greater technology enablement, global capabilities, and unmatched sector expertise, while cultivating an agile, commercial, and solution-focused culture to create meaningful value for our clients.”
Scott Bronner, Head of Credit at Stone Point, added, “We are very excited to support the Leo Berwick team as they look to build out their M&A strategy to complement their strong history of organic growth.”Perella Weinberg served as financial advisor and Polsinelli served as legal advisor to Leo Berwick. Cahill Gordon & Reindel LLP served as legal advisor to Stone Point.
ABOUT LEO BERWICK
Leo Berwick is a commercially focused tax and financial advisory firm supporting the needs of 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 all sectors, with deep expertise in infrastructure and energy. The team is made up of over 100 M&A advisory leaders and specialists from the Big 4 and Big Law. Leo Berwick is known for maximizing value and minimizing risk by fostering successful long-term partnerships with clients.
ABOUT STONE POINT CREDIT
Stone Point Credit is the credit-investing platform established by Stone Point Capital, with more than $10 billion of assets under management. Stone Point Credit manages a range of private and liquid credit strategies, with a focus on investments in the financial services, business services, software and technology, and healthcare services sectors. For more information, please visit www.stonepoint.com/credit.
LEO BERWICK MEDIA CONTACT
Heather Godsmark, Chief Clients and Markets officer – info@leoberwick.com
STONE POINT MEDIA CONTACT
Stone Point Credit Investor Relations – spcreditir@stonepoint.com
