Highest-materiality recent filing
Perella Weinberg shareholders re-elect 3 Class II directors, ratify E&Y auditor
Robert K. Steel re-elected with 239.2M votes for, 36.3M withheld, 3.6M broker non-votes.
Perella Weinberg issues 1.91M Class A shares for partnership units
Issued 1,908,084 Class A shares in exchange for 1,906,191 PWP OpCo units and 1,906,191 Class B shares.
PWP reports Q1 revenue fall of 30%; CFO Gottschalk adds COO role; backlog at 2-yr high
Revenues $149M, down 30% vs record Q1 2025; GAAP pre-tax loss $(11)M, adjusted pre-tax loss $(3)M.
PWP issues 1.13M shares at closing plus 2.26M earn-out shares in UK acquisition
1,127,529 shares of Class A common stock to be issued at closing to sellers of a UK limited liability partnership.
Perella Weinberg reports FY 2025 revenue $751M (-14% YoY); adjusted EPS $0.68
GAAP diluted EPS $0.47; adjusted EPS $0.68; GAAP pre-tax income $52M, adjusted $82M.
Peter A. Weinberg resigns as Perella Weinberg Chairman; CEO Andrew Bednar to succeed
Peter A. Weinberg resigned as Chairman, effective June 30, 2026, with no disagreement with the Company.
Perella Weinberg issues 1.32M Class A shares for partnership unit exchanges
Issued 1,320,319 Class A shares in exchange for 1,319,000 PWP OpCo units and 1,319,000 Class B shares.
Perella Weinberg Q3 revenue $165M, down 41% YoY; adjusted EPS $0.13
Revenue $165M, down 41% from record prior year; adjusted pre-tax income $20M, GAAP pre-tax $12M.
Perella Weinberg issues 1.5M Class A shares in exchange for partnership units
Issued 1,500,380 Class A shares for 1,498,883 Class A partnership units and 1,498,883 Class B shares.
Perella Weinberg Partners adopts triennial advisory vote on executive compensation
Shareholders voted for a triennial advisory vote on named executive officer compensation; Board adopted the frequency.
Perella Weinberg Q2 revenue $155M (-43% YoY), adjusted EPS $0.09; acquires Devon Park Advisors
Revenue $155M, down 43% YoY; GAAP diluted EPS $0.04, adjusted EPS $0.09.
Perella Weinberg Partners stockholders elect directors and approve say-on-pay at 2025 annual meeting
Elected Andrew Bednar, Kristin W. Mugford, and Joseph R. Perella as Class I directors to serve until 2028.
Perella Weinberg Partners issues 1.23M Class A shares for partnership units
Issued 1,234,357 Class A shares in exchange for 1,233,124 Class A partnership units of PWP OpCo and equal Class B shares.
Perella Weinberg Q1 revenue $212M (+107% YoY); adjusted EPS $0.28
Record Q1 revenue of $212M, up 107% YoY; GAAP diluted EPS $0.24, adjusted EPS $0.28.
Perella Weinberg full-year revenues up 35% to $878M; adjusted EPS $0.96
Full-year revenues $878M (+35% YoY); GAAP pre-tax loss $68M, adjusted pre-tax income $137M.
Perella Weinberg issued 1.86M Class A shares for partnership units under PWP OpCo LPA
Issued 1,863,566 shares of Class A common stock in exchange for 1,861,704 PWP OpCo units and 1,861,704 Class B shares.
Perella Weinberg Q3 revenue $278M (+100% YoY); adjusted EPS $0.34
Revenue $278M, up 100% YoY; adjusted pre-tax income $52M; GAAP pre-tax $36M.
Perella Weinberg Partners issues 2.12M Class A shares in exchange for partnership units
Issued 2,121,609 shares of Class A common stock for 2,119,490 Class A partnership units of PWP OpCo and equal Class B shares.
Perella Weinberg Q2 revenue $272M (+64% YoY), adjusted EPS $0.43, GAAP EPS $(1.21)
Revenue of $272M, a quarterly record, up 64% from $166M a year ago.
Four Class III directors reelected: Weinberg (413.9M for), Becker (415.7M), Sherburne (412.1M), Fascitelli (415.9M); 6.1M broker non-votes.
Perella Weinberg Q1 revenue down 22% to $102M; adjusted EPS $(0.10); record backlog cited
Revenue $102M (-22% YoY); GAAP diluted EPS $(0.91); adjusted EPS $(0.10).
Perella Weinberg completes internal reorganization; AdCo Professionals merges into PWP OpCo
AdCo Professionals merged into PWP OpCo effective April 1, 2024; no consideration exchanged.
Issued 5M firm shares plus 750K option shares at $12.00/share; gross proceeds approximately $69M.
Perella Weinberg FY2023 revenue $649M (+3%), GAAP loss $113M; adj. EPS $0.45
Q4 revenue $213M (+16% YoY); GAAP pre-tax loss $44M; adjusted EPS $0.08.
PWP divides Professional Partners into three entities in internal reorganization
On Dec 31, 2023, the aggregator partnership was split into VoteCo, AdCo, and AmCo Professionals.
Perella Weinberg Partners issues 1.29M Class A shares in exchange for PWP OpCo units
Issued 1,291,964 shares of Class A common stock for 1,290,676 PWP OpCo units and equal Class B shares.
Perella Weinberg Q3 revenue down 4% to $139M, adjusted EPS $0.12, GAAP EPS loss $(0.27)
Revenue $139M (-4% YoY); GAAP net loss: diluted EPS $(0.27); adjusted EPS $0.12.
Perella Weinberg issues 898,898 Class A shares in exchange for partnership units
Issued 898,898 Class A shares in exchange for 898,000 PWP OpCo units and 898,000 Class B shares from limited partners.
Perella Weinberg Q2 revenues up 10% YoY to $166M; adj EPS $0.16
Revenue $166M (+10% YoY, +26% QoQ); GAAP diluted EPS ($0.19), adjusted EPS $0.16.
Elected four Class II directors: Andrew Bednar, Robert K. Steel, Jorma Ollila, Kristin W. Mugford, each with >426M votes FOR.
Perella Weinberg Q1 revenue $131M (-13% YoY); GAAP EPS -$0.37, adjusted EPS $0.09
Revenue $131M, down 13% YoY; GAAP operating loss margin (17.3)%, adjusted operating income margin 9%.
Two Perella Weinberg directors resign; Seidenberg and Cohen exit board
Ivan Seidenberg resigned from the board effective April 11, 2023.
Court validates Perella Weinberg's charter amendment and stock authorization
On March 6, 2023, Delaware Court of Chancery validated the June 22, 2021 stockholder vote approving the authorized share charter amendment.
Perella Weinberg Partners issues 786,644 Class A shares in exchange for partnership units
Issued 786,644 shares of Class A common stock on March 1, 2023.
Perella Weinberg updates time of Section 205 hearing to 12:00 p.m. ET on March 6
Hearing in Delaware Court of Chancery rescheduled to March 6, 2023 at 12:00 p.m. ET.
Filed Section 205 petition to validate amendment increasing Class A authorized shares from 100M to 1.5B.
Filed petition in Delaware Court of Chancery under DGCL Section 205 to validate Authorized Share Charter Amendment.
Perella Weinberg FY2022 revenue $631.5M, down 21%; GAAP net loss $31.7M; adds $100M buyback
FY2022 revenue $631.5M (down 21% vs record $801.7M in 2021); adjusted net income $81.6M, down 49%.
Exchanged 362,362 Class A common shares for 362,000 PWP OpCo units and 362,000 Class B shares from limited partners.
Perella Weinberg Q3 2022 revenue $145.4M, GAAP net loss $12.9M, adjusted EPS $0.26
Revenue $145.4M in Q3 2022, down 18% YoY from $177.4M.
Andrew Bednar appointed CEO of Perella Weinberg Partners; Peter Weinberg remains Chairman
Peter Weinberg steps down as CEO effective Jan 1, 2023, continues as Chairman.
Perella Weinberg Partners issues 764,873 Class A shares in exchange for partnership units
Issued 764,873 shares of Class A common stock on Sept 6, 2022 for 764,111.152 Class A partnership units and 764,111.152 Class B shares.
Perella Weinberg completes warrant exchange; 96.4% of warrants tendered at 0.20 shares each
7.4M Public Warrants (96.4% of outstanding) tendered; holders received 0.20 Class A shares per warrant.
Perella Weinberg completes warrant exchange; 96.4% of Public Warrants tendered
96.39% of outstanding Public Warrants (7,389,511 warrants) tendered; 47.68% of Private Placement Warrants (96,959 warrants) tendered.
PWP declares S-4 effective for warrant exchange; 0.20 shares per warrant, expires Aug 18
Exchange offer: 0.20 shares of Class A common stock per warrant tendered; maximum 1,573,995 shares.
Perella Weinberg offers 0.20 shares per warrant; ~7M shares repurchased YTD
Warrant exchange offer: holders receive 0.20 shares of Class A common stock for each warrant tendered.
PWP Q2 revenues fall 41% YoY to $151.1M; adjusted EPS $0.22
Q2 2022 revenues $151.1M vs $255.5M YoY; GAAP net income $2.7M.
Exchange offer: 0.20 shares per warrant tendered; up to 1,573,995 shares to be issued; 7,869,975 warrants outstanding.
Perella Weinberg issues 966,639 Class A shares for PWP OpCo units in two exchanges
Issued 629,591 Class A shares on May 31, 2022 for 628,965 PWP OpCo units and equal Class B shares.
Perella Weinberg shareholders elect three Class I and two new directors at annual meeting
Joseph Perella, Daniel Cohen, Ivan Seidenberg elected Class I directors; votes ranged from 472M to 479M for.
Alexandra Gottschalk, Chief Financial Officer of the Company, has been appointed to the additional role of Chief Operating Officer of the Company, effective April 27, 2026.
On April 12, 2023, Daniel Cohen resigned as a member of the Board of Directors of the Company, effective as of the same day.
On April 11, 2023, Ivan Seidenberg resigned as a member of the Board of Directors of Perella Weinberg Partners (the “Company”), effective as of the same day.
Andrew Bednar, Co-President of the Company, has been appointed Chief Executive Officer of the Company, effective January 1, 2023.
Max materiality 0.80 · Median 0.55 · Most common event other_material