Investment Management

PWP’s professionals bring an average of 30 years' experience to both domestic and international high net worth and institutional investing. Through a disciplined and unbiased process, we work with each client to create and recommend the strategy best suited to achieving their investment objectives. A customized financial solution is the foundation of how we serve our clients. We build flexibility into every plan and we seek solutions on both sides of your balance sheet which we review and update regularly.

Private Placements
& Capital

PWP brings extensive experience working with different types of alternative managers, enabling us to effectively communicate even the most complex strategies with clarity and confidence our investors. PWP’s team utilizes deep and longstanding global relationships to connect clients with targeted opportunities including:

  • Private
  • Early Stage
    Venture Capital
  • Boutique
    Hedge Funds
  • Real Estate
  • Family Office
  • Special
  • Direct
  • Club

Our team of experienced professionals has a strong track record with excellent results.

Mergers & Acquisition

PWP provides independent, unconflicted advice which makes us uniquely suited to offer a range of services to our clients. These include: mergers & acquisitions, divestitures, spin-offs, joint ventures and shareholder advisory across sectors in major markets.

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We Counsel

our clients through all stages of the process

We Evaluate

strategic alternatives

We Assess

potential acquirers and targets

We Provide

valuation analyses

We Advise

on transaction terms including structuring, timing and potential financing

Product Offerings

In addition to the PW Growth Equity and PW Growth & Income strategies, the Firm offers in-house private funds and special purpose vehicles.

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Trading &
Margin Lending

The Firm provides full service in-house trading capabilities including global equities, fixed income, options, and margin lending through its registered broker/dealer, PW & Co.

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