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.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | - | - | - | - | - | 1 | 1 |
| Sellside (0.8/yr) | 10 | 1 | 2 | - | 1 | - | 14 |
| 15 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| 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 |
| Sign-up to View | 2018-05-14 | - | Technology Hardware |
| Sign-up to View | 2017-09-14 | - | Manufacturing |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Manufacturing | Sign-up to View | ||
| Defense | Sign-up to View | ||
| Software | Sign-up to View | ||
| Aerospace | Sign-up to View | ||
| Technology Hardware | Sign-up to View | ||
| Education | Sign-up to View | ||
| Electrical Equipment | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Total | Sign-up to View | ||
| 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 | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Recapitalization | Sign-up to View | ||
| Secondary Buyout | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
Sign-up to View |
1 |
| Corporate (15) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
