Philpott Ball & Werner is headquartered in Charlotte, North Carolina.
Philpott Ball & Werner was founded in 1991.
Philpott Ball & Werner offers Capital Raising, Fairness Opinions and M&A Advisory.
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 is a middle-market investment bank serving clients in the defense, aerospace, industrial, space, 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 Charlotte, North Carolina.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | - | - | - | - | - | - | 0 |
| Sellside (1.2/yr) | 10 | 2 | - | 1 | 3 | - | 16 |
| 16 | |||||||
| 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 | 2019-07-31 | - | Defense |
| Sign-up to View | 2018-05-14 | - | Technology Hardware |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Manufacturing | Sign-up to View | ||
| Defense | Sign-up to View | ||
| Software | Sign-up to View | ||
| Aerospace | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Technology Hardware | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Education | 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 | ||
| Divestiture | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
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1 |
| Corporate (16) | Deals |
|---|---|
|
Sign-up to View |
1 |
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1 |
|
Sign-up to View |
1 |
