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Our Professionals
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George Ball - Managing Director & Chairman - Click Here to Email Me - My vCard
George Ball has over 30 years experience as an investment banker specializing in assisting companies with mergers, acquisitions, capital restructuring and valuations. He has served as an investment banker with several securities firms including 13 years with Donaldson, Lufkin & Jenrette in New York. Mr. Ball previously was on the Board of B.B. Walker, Juno Lighting, Sterner Lighting and EDO Corporation. He received his Bachelor of Science degree in Industrial Administration from the Sheffield School at Yale University.
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Edward L. Werner - Managing Director & President - Click Here to Email Me - My vCard
Over the past twelve years, Mr. Werner has assisted companies in mergers, acquisitions, capital refinancings, fairness opinions and valuations. Mr. Werner has also advised numerous company owners on issues pertaining to shareholder liquidity and managing shareholder value. Ted has extensive experience advising private and public companies in the aerospace, defense, instrumentation and controls markets. Prior to joining PB&W, Mr. Werner was a purchasing and inventory manager at Manchester Marine Corporation in Manchester, Massachusetts. Mr. Werner is a member of the MBA Advisory Board for the Walker College of Business at Appalachian State University and is on the Board of Agawam Youth Hockey. He graduated from The Military College of Vermont - Norwich University in Northfield, Vermont and received his Master of Business Administration degree from the Walker College of Business at Appalachian State University. Mr. Werner also completed the Executive Program on Negotiation at MIT/Harvard.
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Nicholas W. Berry – Managing Director & Sr. VP - Click Here to Email Me - My vCard
Nick Berry joined PB&W in 1999 and has been integrally involved in all aspects of investment banking services. He has performed a number of analyses related to mergers and divestitures, valuation of corporate securities and refinancings. Nick has extensive experience advising corporations in the aerospace & defense, commercial and industrial controls industries. He also provides litigation support to major law firms on issues related to mergers, acquisitions and buyouts of shareholders. Nick is routinely involved in the valuation of corporate securities and rendering advice to corporations or individual shareholders on maximizing shareholder value. Nick is a Magna Cum Laude graduate of Appalachian State University. He holds a Bachelor of Science degree in Finance & Banking from the John A. Walker College of Business.
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Matthew G. Carpenter – Vice President – Click Here to Email Me - My vCard
Matt Carpenter graduated from Appalachian State University and holds Bachelor of Science degrees in Finance & Banking and Risk Management & Insurance from the John A. Walker College of Business. Since joining PB&W, he has assisted companies in mergers, acquisitions, divestitures, fairness opinions and valuations. Matt has also been involved in strategic marketing for the firm and has developed the new generation of PB&W’s proprietary databases. Matt has worked with numerous aerospace, defense, controls and industrial companies on both buy and sell side assignments as well as with private equity and capital groups to find and acquire potential targets. |
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Luke Korta – Analyst – Click Here to Email Me - My vCard
Luke Korta’s responsibilities include research, financial & valuation analysis and supporting PB&W Directors in merger and acquisition advisory assignments. Mr. Korta graduated with honors from the University of North Carolina at Charlotte. He holds a Bachelor of Science degree in Finance & Economics from the Belk College of Business. Prior to joining the firm, Luke was employed by E*Trade Financial as an Investment Advisor. He is licensed with the NASD as a General Securities Registered Representative (Series 7, 63). |
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Grant Rowland – Associate – Click Here to Email Me - My vCard
Grant Rowland has assisted both public and private companies in a number of mergers, acquisitions, capital raises, and corporate valuations, to include assignments in the aerospace, defense, and industrial markets. Prior to joining PB&W, Grant was with McColl Partners, an investment bank specializing in middle-market mergers and acquisitions, where he worked with management teams, private equity groups, and corporate clients in all aspects of investment banking services. Previously, Grant was a Captain in the U.S. Army and his military experience includes company command, a combat tour in Iraq, and assignment as a field artillery platoon leader at Fort Bragg, North Carolina. His military decorations include the Meritorious Service Medal and the Army Commendation Medal. He is a graduate of the United States Military Academy at West Point and holds a Bachelor of Science degree in Systems Engineering & Management.
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J. Robert Philpott, Jr.
Philpott Ball & Werner would like to offer it's condolences to the
family, friends and business associates of Bob Philpott, who passed away
in October of 2007
Mr. Philpott was an investment banker for over 20 years and successfully supervised over 50 public offerings of common stock or convertible style debentures. In addition, he served as an advisor to many corporations, law firms and national accounting firms on issues relating to mergers, acquisitions, divestitures, spin-offs, fairness opinions and other issues related to the valuation of corporate entities Mr. Philpott was a regional corporate lending officer with Wachovia Bank & Trust Company, NA for nine years prior to his investment banking career with J.C. Bradford and Company and Interstate/Johnson Lane Corporation. At Interstate, Mr. Philpott was initially head of the Corporate Finance Department and was later promoted to Managing Director of Interstate’s Capital Markets Group. Mr. Philpott held a Bachelor of Science in Economics from VMI and an MBA from the University of Missouri.
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