Insights

Growth Potential Mid-market focus with a North America and Europe footprint, indicating opportunities to partner on cross-border M&A deals, divestitures, or strategic alternatives for founder-owned, sponsor-backed, and public clients.

Advisory Breadth Broad service offering across sales, mergers and acquisitions, fairness opinions, strategic advisory, and select private placements suggests potential cross-sell opportunities to existing clients seeking end-to-end transaction support.

Tech Enablement Utilization of cloud and modern collaboration tools (Cloudflare, Microsoft 365, Azure AD, Google Cloud) signals readiness for scalable client delivery and secure digital workflows that can be leveraged to win tech-forward middle-market engagements.

Growth Metrics Revenue range of 25 to 50 million with a lean firm size (11-50 employees) presents a targetable profile for strategic partnerships or reseller-type arrangements to expand deal flow and capacity in core markets.

Talent Signals Recent hiring in the Boston office and announced expansion trajectory imply active growth and potential for referrals or co-sell partnerships with regional teams to accelerate deal sourcing.

Similar companies to Philpott Ball & Werner, LLC

Philpott Ball & Werner, LLC Tech Stack

Philpott Ball & Werner, LLC uses 8 technology products and services including Cloudflare, WordPress, Microsoft 365, and more. Explore Philpott Ball & Werner, LLC's tech stack below.

Philpott Ball & Werner, LLC's Email Address Formats

Philpott Ball & Werner, LLC uses at least 3 email formats:
Philpott Ball & Werner, LLC Email FormatsExamplePercentage
FLast@pbandw.comJDoe@pbandw.com
87%
FirstL@pbandw.comJohnD@pbandw.com
9%
Last@pbandw.comDoe@pbandw.com
4%

Frequently Asked Questions

What is Philpott Ball & Werner, LLC's phone number?

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You can contact Philpott Ball & Werner, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Philpott Ball & Werner, LLC's official website and social media links?

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Philpott Ball & Werner, LLC's official website is pbandw.com and has social profiles on LinkedIn.

How much revenue does Philpott Ball & Werner, LLC generate?

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As of October 2026, Philpott Ball & Werner, LLC's annual revenue is estimated to be $25M - $50M.

What is Philpott Ball & Werner, LLC's SIC code and NAICS code?

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Philpott Ball & Werner, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Philpott Ball & Werner, LLC have currently?

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As of October 2026, Philpott Ball & Werner, LLC has approximately 16 employees across 3 continents, including North America, Asia and Europe. Key team members include President: J. L., Maneger: M. H. and Investment Banking Senior Associate: P. K. Explore Philpott Ball & Werner, LLC's employee directory with LeadIQ.

What industry does Philpott Ball & Werner, LLC belong to?

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Philpott Ball & Werner, LLC operates in the Investment Banking industry.

What technology does Philpott Ball & Werner, LLC use?

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Philpott Ball & Werner, LLC's tech stack includes Cloudflare, WordPress, Microsoft 365, Azure Active Directory, Google Cloud, Chart.js, NextGEN Gallery and WP Engine.

What is Philpott Ball & Werner, LLC's email format?

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Philpott Ball & Werner, LLC's email format typically follows the pattern of FLast@pbandw.com. Find more Philpott Ball & Werner, LLC email formats with LeadIQ.

When was Philpott Ball & Werner, LLC founded?

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Philpott Ball & Werner, LLC was founded in 1991.
Philpott Ball & Werner, LLC logo

Philpott Ball & Werner, LLC

Investment BankingNorth Carolina, United States11-50 Employees

Philpott Ball & Werner, LLC is an investment banking firm that specializes in advising middle-market companies across North America and Europe on strategic options. Its services cover company sales and divestitures, mergers and acquisitions, fairness opinions, strategic advisory, and select private placements. Founded in 1991, PB&W operates from offices in Charlotte, North Carolina, and Greater Boston, Massachusetts, and is a member firm of SIPC and FINRA. 

The firm serves founder-owned, sponsor-backed, and public companies seeking to evaluate and execute strategic alternatives. In September 2020, the Boston office expanded with the addition of an Analyst, reflecting ongoing team growth.

Section iconCompany Overview

Phone number
Website
pbandw.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Philpott Ball & Werner, LLC's revenue is estimated to be in the range of $25M - $50M

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