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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

  • Stylized image of a person
    J. L.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. K.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. W.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. K.
    Investment Banking Senior Associate
    Phone icon
    Mobile Phone

Philpott Ball & Werner, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Philpott Ball & Werner, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. N.
    Vice President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jan 27, 2026
  • Stylized image of a person
    L. K.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 28, 2026
  • Stylized image of a person
    E. W.
    Managing Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 08, 2025
  • Stylized image of a person
    R. P.
    Managing Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    M. H.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 01, 2026
  • Stylized image of a person
    M. M.
    Office Manager
    Phone icon
    Mobile Phone
    United States
    May 31, 2026
  • Stylized image of a person
    P. K.
    Investment Banking Senior Associate
    Phone icon
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    C. S.
    Investment Banking Analyst
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 14, 2026
  • Stylized image of a person
    S. G.
    Investment Banking
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 09, 2025

Frequently Asked Questions

What is Philpott Ball & Werner, LLC known for?

Minus sign iconPlus sign iconPhilpott 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, North Carolina United States; you can contact the 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 . 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 15 employees as of May 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 May 2026, Philpott Ball & Werner, LLC's key employees include:

  • President: J. L.
  • Vice President: J. N.
  • Managing Director: L. K.
  • Managing Director: E. W.
  • Managing Director: R. P.

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