Philpott Ball & Werner, LLC Employee Directory

Investment BankingUnited States11-50 Employees

PB&W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe. PB&W advises founder-owned, sponsor-backed and public companies in evaluating and executing strategic alternatives.  

PB&W services include: Company Sales and Divestitures, Mergers and Acquisitions, Fairness Opinions, Strategic Advisory and select Private Placements. 

PB&W was founded in 1991 and has offices in Charlotte, NC and Greater Boston, MA. For more information, please visit our website: www.pbandw.com

Charlotte: 704-358-8094
Greater Boston: 978-526-4200

Philpott Ball & Werner, LLC is a member firm of SIPC and FINRA.

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

Philpott Ball & Werner, LLC Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Philpott Ball & Werner, LLC's Leadership

  • Stylized image of a person
    J. L.
    President
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  • Stylized image of a person
    J. N.
    Vice President
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  • Stylized image of a person
    L. K.
    Managing Director
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  • Stylized image of a person
    E. A.
    Managing Director At Philpott Ball & Werner, Inc
    Phone icon
  • Stylized image of a person
    E. W.
    Managing Director
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  • Stylized image of a person
    R. P.
    Managing Director
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  • Stylized image of a person
    M. M.
    Office Manager
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  • Stylized image of a person
    M. H.
    Office Manager
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Contact profiles from Philpott Ball & Werner, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. N.
    Vice President
    Phone icon
    United StatesNorth Carolina
    Aug 01, 2025
  • Stylized image of a person
    L. K.
    Managing Director
    Phone icon
    United StatesNorth Carolina
    Jun 25, 2025
  • Stylized image of a person
    E. A.
    Managing Director At Philpott Ball & Werner, Inc
    Phone icon
    United StatesNorth Carolina
    Jun 25, 2025
  • Stylized image of a person
    E. W.
    Managing Director
    Phone icon
    UNITED STATES
    Sep 28, 2025
  • Stylized image of a person
    R. P.
    Managing Director
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    M. M.
    Office Manager
    Phone icon
    United States
    Aug 11, 2025
  • Stylized image of a person
    M. H.
    Office Manager
    Phone icon
    United StatesNorth Carolina
    Aug 03, 2025
  • Stylized image of a person
    C. S.
    Investment Banking Analyst
    Phone icon
    United StatesMassachusetts
    Aug 09, 2025
  • Stylized image of a person
    P. K.
    Investment Banking Associate
    Phone icon
    Jul 16, 2025

Frequently Asked Questions

What is Philpott Ball & Werner, LLC known for?

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Philpott Ball & Werner, LLC was founded in 1991 operates in the Investment Banking industry. The company's main headquarters is located in 11325 North Community House Road, Suite 430 Charlotte, NC 28227, US; you can contact the main corporate office by phone at . Explore Philpott Ball & Werner, LLC's company overview page for more information.

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

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Philpott Ball & Werner, LLC employees' email format typically follows the pattern of . 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?

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Philpott Ball & Werner, LLC has approximately 14 employees as of October 2025. 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 October 2025, Philpott Ball & Werner, LLC's key employees include:

  • President: J. L.
  • Vice President: J. N.
  • Managing Director: L. K.
  • Managing Director At Philpott Ball & Werner, Inc: E. A.
  • Managing Director: E. W.

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