Perella Weinberg Partners Overview
Pro stress-test →Perella Weinberg Partners, founded in 2006 by veteran investment bankers Joseph Perella and Peter Weinberg, is a global independent advisory firm that provides strategic and financial advice to corporations, financial sponsors, and government institutions. The company offers advisory services related to mergers and acquisitions, shareholder and defense advisory, financing and capital solutions, restructuring, liability management, capital markets advisory, and underwriting and research services primarily for the energy sector.
Strategic Profile
Pro stress-test →2025 marked the third highest revenue year in the firm's 20-year history, with 2025 revenue representing the company's strong market positioning. The firm added twelve partners and eleven managing directors in 2025 and acquired Devon Park Advisors to build a secondaries advisory capability. The company operates an asset management business under the brand Agility, an outsourced CIO provider that managed assets of approximately $13.5 billion.
Competitive Landscape
Pro stress-test →Perella Weinberg competes with independent advisory firms like Evercore, Lazard, and PJT Partners. The firm maintains competitive differentiation through boutique independence, specialized energy advisory via Tudor, Pickering, Holt & Co., and integrated asset management capabilities through Agility.
Industry Context
Perella Weinberg Partners operates in Financial Advisory and Investment Banking Services.
Key facts
Founded: 2006 · Headquarters: New York, United States · Revenue: $219.2B (Q4 2025)