Perella Weinberg Partners
PWPHIGH VELOCITYFILING INTENSITYPerella Weinberg Partners reads as an High Velocity (composite 70/100); Selective Buyer deploying $19M across 1 disclosed transactions, newly disclosed vs the prior cycle · primary market Financial Infrastructure.
Lens
Disclosed M&A capital (2023–2025)
$19M
vs N/A in 2020–2022
Disclosed transactions
1
1/3 active fiscal years in window
Buyer archetype
Selective Buyer
Acquisition use is visible but targeted.
Composite score
70
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $19M disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 39d
- 65 8-Ks
Target Probability
Issuers showing target-side patterns from filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
Pressure Watch
Issuers facing activism, governance, or control pressure
Distress Watch
Issuers showing financial-distress filing patterns
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 non-reliance 8-K
- 1 auditor change
- 1 NT late filing
- Latest event 4.9y ago; discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 65 8-Ks
- 4 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $1.8B
- 10-Q 39d ago
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $19M · Peak count: 1
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | 1 | $19M | $19M | N/A |
| 2024 | N/A | N/A | N/A | N/A |
| 2023 | N/A | N/A | N/A | N/A |
| 2022 | N/A | N/A | N/A | N/A |
| 2021 | N/A | N/A | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“In past years there has been substantial consolidation in the financial services industry. Many firms have the ability to offer a wider range of products, from loans, deposit-taking and insurance to brokerage, asset management and investment banking services, which may enhance their competitive position.”
“They also have the ability to support investment banking and securities products with commercial lending and other financial services revenues in an effort to gain market share, which could result in pricing pressure in our business or loss of opportunities for us.”
“We believe that our Company is well positioned to further capitalize on these robust fundamentals and M&A trends, which we expect will continue to drive global growth of the financial advisory market.”
“We believe the M&A environment will remain active over the long-term based on a variety of economic, regulatory and strategic factors, strong corporate balance sheets, significant undeployed venture and private equity capital, attractive financing markets, a rapidly accelerating trend toward global consolidation and business model transformation.”
“We believe the M&A environment will remain active based on a variety of economic, regulatory and strategic factors, strong corporate balance sheets, significant undeployed venture and private equity capital, attractive financing markets, a rapidly accelerating trend toward global consolidation and business model transformation.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Financial Infrastructure
- Market spend (2023–2025)
- $186.1B
- Market spend (2020–2022)
- $98.1B
- Recent vs prior
- +90%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
PWP trades at a +21.8-turn premium to the Financial Infrastructure peer median of 16.2×.
- EV / Revenue
- 2.7×
- Net debt / EBITDA
- N/A
- Peer median EV / EBITDA
- 16.2×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
Perella Weinberg PartnersPWP | 38.0× | 2.7× | N/A | $688M | $19M |
| 22.0× | 14.5× | -0.4× | $43B | $1.8B | |
| 21.4× | 10.8× | 1.4× | $7.9B | $451M | |
| 16.2× | 8.2× | 3.2× | $13.1B | $10.3B | |
| 10.9× | 3.9× | 5.4× | $8.8B | $5.1B | |
| 2.3× | 2.7× | -1.1× | $187B | $81.8B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Financial Infrastructure. Bars scaled to the highest EV/EBITDA in the set.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)82026-02-27
- 10-Q (quarterly)172026-05-01
- 8-K (event)652026-05-01
- Proxy / DEF 14A252026-04-10
- Activism (13D / DFAN / PREC)0N/A
Signals on file
- critical
Non-reliance disclosure
2021-04-291 Item 4.02 filing on file; financial-statement non-reliance.
- elevated
Auditor change
2021-06-301 Item 4.01 filing on file; certifying accountant change.
- watch
Late-filing notice
2021-05-181 NT 10-K/10-Q filing on file.
- info
Signal
Serial acquisition history
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.