Perella Weinberg Partners: New Firm, Old Values Harvard Case Solution & Analysis

In the five years since its doors opened, the investment banking boutique Perella Weinberg Partners had grown into a business that counseled a roster of blue chip customers on trades that were critical and had over $8 billion of client assets under management. The three co-founders, were pleased with its success to date and all veterans of Wall Street, were proud of the business they had created, however they also knew that it had reached a key inflection point.

How much would they, or could they, would like to grow? What was the best way to improve their "relevance"? Another looming question was whether the business should go public at some point.

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PUBLICATION DATE: September 22, 2011 PRODUCT #: 312013-HCB-ENG

This is just an excerpt. This case is about FINANCE & ACCOUNTING

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