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Perella Weinberg Partners

New York, New York, United States · Banking, Consulting, Finance

Perella Weinberg Partners is a leading global independent investment banking firm. It provides strategic and financial advice to clients on mergers and acquisitions, capital raising, and other financial transactions. The firm is known for its expertise across diverse sectors and commitment to delivering exceptional client service.

Key facts

Headquarters
New York, New York, United States
Employees
Unknown
Industries
Banking, Consulting, Finance
Status
Public (PWP)
Website
pwpartners.com
LinkedIn
Company page

Recent activity at Perella Weinberg Partners

  • : SEC 8-K (8.01): On September 1, 2026, Perella Weinberg Partners filed a prospectus supplement to its registration statement on Form S-3ASR, enabling certain stockholders to resell a total of 1,127,529 shares of the Company’s Class A common stock, par value $0.0001 per share. The legal opinion regarding the validity of these shares, provided by Mayer Brown LLP, is included as Exhibit 5.1. This filing is significant as it allows the specified stockholders to liquidate their holdings, thereby influencing the trading dynamics of the stock. The registration was conducted under SEC guidelines to ensure compliance and inform investors about the terms of the resale.
  • : SEC 8-K (3.02): On September 1, 2026, Perella Weinberg Partners (the Company) conducted an unregistered sale of 1,999,015 shares of its Class A common stock in exchange for 1,997,030 Class A partnership units of PWP Holdings LP (PWP OpCo) and 1,997,030 shares of Class B common stock held by certain limited partners of PWP OpCo. This transaction was executed pursuant to the terms of the Amended and Restated Limited Partnership Agreement of PWP OpCo. The exchange allows the holders of Class A partnership units to convert these units for shares of Class A common stock on a one-for-one basis, adhering to specific procedures and restrictions outlined in the agreement, highlighting a strategic alignment and potential liquidity event for the limited partners involved.
  • : Perella Weinberg to acquire Gleacher Shacklock
  • : SEC 8-K (5.02): Alexandra Gottschalk, who has served as the Chief Financial Officer since January 2024, has been appointed to the additional role of Chief Operating Officer, effective April 27, 2026. With nearly 20 years of finance and accounting experience, Ms. Gottschalk previously held roles such as Chief Accounting Officer and Controller within the Company. This strategic appointment reflects the Company's focus on consolidating leadership to drive operational efficiency and growth. There are no reported transactions or family relationships requiring disclosure, indicating a clean profile of Ms. Gottschalk within the context of her new role.
  • : SEC 8-K (3.02): On April 13, 2026, Perella Weinberg Partners entered into a Sale and Purchase Deed to acquire 100% of the membership interests of a limited liability partnership organized under the laws of England and Wales. The acquisition involves issuing shares of Class A common stock as part of the purchase consideration, amounting to an aggregate of 1,127,529 shares. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second half of 2026. This strategic acquisition is likely to expand the Company's operations and market position in the investment sector.
  • : SEC 8-K (5.02): On January 13, 2026, Peter A. Weinberg resigned from his position as Chairman of the Board of Directors at Perella Weinberg Partners, with the effective date set for June 30, 2026. His resignation does not stem from any disagreements with the Company’s operations or policies. Following his resignation, Andrew Bednar, the current Chief Executive Officer, will assume the role of Chairman of the Board on the same date. This transition indicates a consolidation of leadership roles within the Company, maintaining continuity in governance and executive management.
  • : SEC 8-K (5.02): On January 13, 2026, Peter A. Weinberg resigned as Chairman of the Board of Directors of Perella Weinberg Partners, which will take effect on June 30, 2026. His resignation is not due to any disagreements regarding the Company's operations or practices. Additionally, Andrew Bednar, the current Chief Executive Officer, will assume the role of Chairman on the same date. This leadership transition signifies a change in governance at the Company, with Mr. Bednar expected to influence the strategic direction moving forward.
  • : SEC 8-K (3.02): On November 17, 2025, Perella Weinberg Partners issued 1,320,319 shares of its Class A common stock in exchange for 1,319,000 Class A partnership units of PWP Holdings LP and 1,319,000 shares of Class B common stock held by certain limited partners of PWP OpCo. This transaction was conducted under the Amended and Restated Limited Partnership Agreement of PWP OpCo, allowing holders of Class A partnership units to exchange them for shares of Class A common stock on a one-for-one basis. The financial impact of this transaction involves an exchange that reflects the partnership structure and conversion rights, suggesting strategic movements within the partnership's equity positions. The event occurred directly on November 17, 2025, showcasing a significant equity transaction within the firm.

Leadership

  • Stephane, Président Non-Executif
  • Timm, Partner - FinTech & Tech

Verified email and direct lines for Perella Weinberg Partners’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.

Employee benefit plans

Perella Weinberg Partners files 3 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.

Perella Weinberg Partners in the news

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About Perella Weinberg Partners: questions and answers

What does Perella Weinberg Partners do?

Perella Weinberg Partners is a leading global independent investment banking firm. It provides strategic and financial advice to clients on mergers and acquisitions, capital raising, and other financial transactions. The firm is known for its expertise across diverse sectors and commitment to delivering exceptional client service.

Where is Perella Weinberg Partners headquartered?

Perella Weinberg Partners is headquartered in New York, New York, United States.

What is the latest news on Perella Weinberg Partners?

On Sep 01, 2026, SEC 8-K (8.01): On September 1, 2026, Perella Weinberg Partners filed a prospectus supplement to its registration statement on Form S-3ASR, enabling certain stockholders to resell a total of 1,127,529 shares of the Company’s Class A common stock, par value $0.0001 per share. The legal opinion regard

Is Perella Weinberg Partners a public company?

Yes. Perella Weinberg Partners is publicly traded under the ticker PWP.

Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy

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