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Welcome to Philpott, Ball & Werner
Philpott Ball & Werner (PB&W) is a private investment banking company that specializes in assisting middle market companies. We assist management groups, boards of directors, shareholders and legal advisors of corporations in implementing strategies which enhance or preserve shareholder value and increase shareholder liquidity. We provide merger, acquisition and divestiture services as well as fairness opinions, corporate valuations, transaction financing, recapitalizations, strategic alternative studies and litigation advisory services.

We have offices in Charlotte, NC and Boston, MA.
Recent News

  • PB&W will be attending NBAA’s 61st Annual Meeting & Convention in Orlando.
    Learn More...

  • Philpott Ball & Werner is pleased to announce that Grant Rowland has joined its investment banking team. Learn more…

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