Philpott Ball & Werner LLC

11325 N. Community House Road, Suite 430,
Charlotte, North Carolina 28277
United States
(704) 358-8094
www.pbandw.com
info@pbandw.com

Philpott Ball & Werner LLC is an investment bank with experience spanning the aerospace, industrial, energy, defense, and government services sectors. The Firm provides advice related to sales and divestitures, mergers and acquisitions, fairness opinions and valuations, strategic alternatives, and litigation. Philpott Ball & Werner was formed in 1991 and is based in Beverly, Massachusetts.


M&A Advisory Summary

Buyside vs Sellside

Year '19 '20 '21 '22 '23 '24 T
Buyside (0.0/yr) - - - - - - 0
Sellside (1.4/yr) 10 1 2 - 1 3 17
  17

Most Recent

Target Company Date Value Type
Sign-up to View 2024-11-14 - Business Services
Sign-up to View 2024-10-23 - Defense
Sign-up to View 2024-09-12 - Education
Sign-up to View 2023-07-06 - Software
Sign-up to View 2021-12-28 - Defense
Sign-up to View 2021-08-12 - Defense
Sign-up to View 2020-09-01 - Manufacturing
Sign-up to View 2019-12-03 - Information Technology
Sign-up to View 2019-12-03 - Electrical Equipment
Sign-up to View 2019-07-31 - Defense
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Sector Experience

Sector # Value
Manufacturing Sign-up to View
Defense Sign-up to View
Aerospace Sign-up to View
Software Sign-up to View
Education Sign-up to View
Electrical Equipment Sign-up to View
Information Technology Sign-up to View
Business Services Sign-up to View
Technology Hardware Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
Norway Sign-up to View
Domestic Sign-up to View
Cross-border Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Buyout (LBO, MBO, MBI) Sign-up to View
Recapitalization Sign-up to View
Divestiture Sign-up to View
Secondary Buyout Sign-up to View
Total Sign-up to View

Top M&A Clients

PE Firms (1) Deals
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1
Corporate (17) Deals
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1
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1
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1