Philpott Ball & Werner

Financial Service

Why pick this one

Philpott Ball & Werner has over 30 years of experience in investment banking, specializing in Aerospace & Defense sectors.

Best for

  • business owners seeking company sales
  • companies looking for mergers and acquisitions
  • clients needing capital raises in Aerospace & Defense

Look elsewhere if

  • small businesses with transaction values below $20 million
  • non-Aerospace & Defense sectors

Specialties

  • company sales
  • mergers and acquisitions
  • capital raises
  • fairness opinions
  • corporate valuations

Certifications

  • FINRA
  • SIPC

What makes them different

  • focus on Aerospace & Defense, Medical, and Technology sectors
  • has advised on hundreds of transactions
  • expertise in cross-border transactions
  • experience with complex ownership structures including ESOPs
  • detailed understanding of regulatory requirements impacting transactions
Years in business
32
Serves
Charlotte, Salem

Distilled from this business's own website.

Contact & Location

Address
227 W Trade St, Charlotte, NC 28202-0015
Phone
+17043588094
Website
http://www.pbandw.com
Email
info@pbandw.com

Services

  • investment banking
  • financial advisory
  • transaction advisory

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