Alliance pairs Baker Tax Law’s transactional tax and compensation & benefits legal expertise with Leo Berwick’s M&A advisory platform:
- Baker Tax Law clients and partners now have access to 100+ highly technical tax experts, with a shared culture of practical advice that drives real world value
- Leo Berwick brings world-class technology that will drive improved responsiveness and efficiency for Baker Tax Law clients, while also creating global reach through its membership in the Taxand Global Network and broader deal-related capabilities including financial & tax diligence, modeling, and valuation
- Both Baker Tax Law and Leo Berwick remain fully independent, conflict-free and dedicated to serving their existing clients and partners
St. George, Utah — Baker Tax Law (“BTL”), a leading boutique law firm specializing in transactional tax and compensation & benefits, and Leo Berwick, an independent M&A advisory firm focused on transactional tax and deal services, today announced a strategic commercial partnership designed to expand capabilities and support each firms’ long-term growth.
Under the partnership, Leo Berwick will serve as a strategic growth partner to BTL, supporting BTL’s expansion and helping BTL to modernize and scale its practice while preserving its boutique, client-first approach.
“Our clients want specialist tax counsel that moves at deal speed; this partnership allows Baker Tax Law to remain focused on providing outstanding tax counsel while gaining additional operating support, broader reach, and resources to grow,” said Mike Baker, Founder of Baker Tax Law.
“We have long admired Baker Tax Law’s exceptional capabilities in tax, employee benefits and compensation and employment law, and see immense value in leveraging, what is together, one of the world’s best collections of tax talent,” said Nick Kato, Founder and Managing Partner of Leo Berwick.
The partnership is effective immediately. Clients will continue to be served by their existing engagement teams and can expect the same culture, practical approach, and commitment to service.
As part of BTL’s continued growth, Jason Sacks has become Managing Partner, while Mike Baker will remain actively involved with the firm and its clients. Jason advises transaction buyers and sellers, private equity firms, and other clients on mergers and acquisitions, financings, and other complex tax matters. He has a strong background in many areas of U.S. federal income taxation, including corporate taxation and partnership taxation, and is known for his practical, business-focused approach. He has more than 12 years of Big Law experience, and he previously practiced at WSGR, Clifford Chance, Skadden, and Cravath.
A strategic partnership that provides unique capabilities that go beyond the typical law firm.
About Baker Tax Law
Baker Tax Law is a boutique law firm focused exclusively on tax and compensation & benefits. The firm advises private equity sponsors, corporate acquirers, and their counsel on tax structuring, negotiation, and execution across the deal lifecycle, and regularly serves as outsourced tax co-counsel to corporate law firms nationwide. Learn more at mbakertaxlaw.com.
About Leo Berwick
Leo Berwick is an independent M&A advisory firm specializing in transactional tax and deal services for private equity, infrastructure, and corporate clients across North America. Learn more at leoberwick.com.
Contact
Jason Sacks
Managing Partner, Baker Tax Law
jason@mbakertaxlaw.com