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Philpott Ball & Werner, LLC Employee Directory

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.

Find Philpott Ball & Werner, LLC employees' phone numbers or email addresses

Philpott Ball & Werner, LLC Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Philpott Ball & Werner, LLC's Leadership

  • President at Philpott Ball & Werner, LLC
    J. L.
    President
    Mobile Phone
  • Investment Banking Senior Associate at Philpott Ball & Werner, LLC
    P. K.
    Investment Banking Senior Associate
    Mobile Phone
  • Employee at Philpott Ball & Werner, LLC
    B. W.
    Employee
    Mobile Phone

Philpott Ball & Werner, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Philpott Ball & Werner, LLC

Name
Title
Contact
Location
Last Update
  • President at Philpott Ball & Werner, LLC
    J. L.
    President
    Mobile Phone
    Oct 17, 2024
  • Investment Banking Senior Associate at Philpott Ball & Werner, LLC
    P. K.
    Investment Banking Senior Associate
    Mobile Phone
    Sep 01, 2026
  • Employee at Philpott Ball & Werner, LLC
    B. W.
    Employee
    Mobile Phone
    Dec 16, 2024

Frequently Asked Questions

What is Philpott Ball & Werner, LLC known for?

Minus sign iconPlus sign iconPhilpott Ball & Werner, LLC was founded in 1991 and operates in the Investment Banking industry. You can contact Philpott Ball & Werner, LLC's main corporate office by phone at
+1-978-526-****
. Explore Philpott Ball & Werner, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconPhilpott Ball & Werner, LLC employees' email format typically follows the pattern of FLast@pbandw.com. Trying to find reliable and up-to-date employee contact data? Find more Philpott Ball & Werner, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconPhilpott Ball & Werner, LLC has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Philpott Ball & Werner, LLC's key employees and leadership?

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As of August 2026, Philpott Ball & Werner, LLC's key employees include:

  • President: J. L.
  • Investment Banking Senior Associate: P. K.
  • Employee: B. W.

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