An independent investment bank that advises companies and investors on mergers, acquisitions, restructuring, and capital markets across industries from healthcare to energy. It was founded in 2006 by veteran bankers Joseph Perella and Peter Weinberg, whose names were connected long before they partnered: Perella had attended school on a scholarship established by Weinberg's grandfather.
Perella Weinberg Partners stockholders elect three Class II directors and ratify Ernst & Young as auditor at 2026 Annual Meeting
Robert K. Steel received 239,179,543 votes for and 36,334,017 withheld, with 3,554,635 broker non-votes.
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At the May 27, 2026 Annual Meeting, stockholders elected Robert K. Steel, R. Edwin Bennet, and Houda Dabboussi as Class II directors, each to serve until the 2029 annual meeting.
R. Edwin Bennet received 270,876,227 votes for and 4,637,333 withheld, with 3,554,635 broker non-votes.
Houda Dabboussi received 271,070,604 votes for and 4,442,956 withheld, with 3,554,635 broker non-votes.
Stockholders ratified the appointment of Ernst & Young, LLP as independent auditor for fiscal year 2026, with 278,129,040 votes for, 937,668 against, and 1,487 abstentions.
5.07 Submission of Matters to a Vote of Security Holders
Perella Weinberg issued 1,908,084 Class A shares in exchange for PWP OpCo units and Class B shares.
The exchange was made pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo, which allows unitholders to exchange units for Class A shares on a one-for-one basis, subject to adjustments.
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On May 18, 2026, Perella Weinberg Partners issued 1,908,084 shares of Class A common stock in exchange for 1,906,191 Class A partnership units of PWP Holdings LP and 1,906,191 shares of Class B common stock held by certain limited partners.
Simultaneously, Class B shares held by exchanging unitholders are automatically converted into Class A shares or cash at a conversion rate of 1:1000 (0.001).
The Company has the option to deliver cash or Class A common stock in exchange for the units and Class B shares.
The issuance was exempt from registration under Section 4(a)(2) of the Securities Act of 1933 as a transaction not involving a public offering.
Perella Weinberg CFO Alexandra Gottschalk appointed additional role of COO, effective April 27, 2026
Gottschalk has served as CFO since January 2024 and previously as Chief Accounting Officer since 2019.
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Alexandra Gottschalk, 39, has been appointed Chief Operating Officer in addition to her role as Chief Financial Officer, effective April 27, 2026.
No family relationships or reportable transactions were disclosed in connection with her appointment.
The company also reported Q1 2026 revenues of $148.9 million, down 30% year-over-year, and declared a quarterly dividend of $0.07 per share.
2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements
Perella Weinberg Partners to issue unregistered Class A common stock as partial consideration for acquisition of UK LLP.
On April 13, 2026, Perella Weinberg Partners entered into a Sale and Purchase Deed to acquire 100% of the membership interests of a UK limited liability partnership.
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The share consideration includes 1,127,529 shares of Class A common stock issued at closing, plus 2,255,058 additional shares in three annual tranches subject to forfeiture.
Contingent consideration may be payable in shares based on fees from certain client engagements, calculated using volume-weighted average trading price.
The shares will be issued in reliance on the Section 4(a)(2) exemption from registration under the Securities Act of 1933.
Closing is subject to customary conditions, including regulatory approvals, and is expected in the second half of 2026.
Perella Weinberg reports FY2025 revenue of $751M, down 14% from record 2024
Full year 2025 revenues were $750.9 million, down 14% from $878.0 million in 2024.
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Fourth quarter 2025 revenues were $219.2 million, down 3% year-over-year and up 33% from the prior quarter.
GAAP diluted EPS was $0.47 for the full year and $0.10 for the fourth quarter; adjusted EPS was $0.68 and $0.17, respectively.
The company added twelve partners and eleven managing directors in 2025 and acquired Devon Park Advisors to establish a secondaries advisory capability.
As of December 31, 2025, the company had $255.9 million in cash, no debt, and declared a quarterly dividend of $0.07 per share.
2.02 Results of Operations and Financial Condition
Perella Weinberg issued 1,320,319 Class A shares in exchange for PWP OpCo units and Class B shares.
The exchange was made pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo.
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On November 17, 2025, Perella Weinberg Partners issued 1,320,319 shares of Class A common stock in exchange for 1,319,000 Class A partnership units of PWP OpCo and 1,319,000 shares of Class B common stock held by certain limited partners.
The Class A shares were issued in reliance on the Section 4(a)(2) exemption from registration, as the transaction did not involve a public offering or general solicitation.
The exchange was reported under Item 3.02 because it involved an unregistered sale of equity securities.