Case | HBS Case Collection | September 2011 (Revised September 2011)

Perella Weinberg Partners: New Firm, Old Values

by Clayton S. Rose and Aman Malik


In the five years since it opened its doors, the investment banking boutique Perella Weinberg Partners had grown into a firm that advised a roster of blue-chip clients on critical transactions and had over $8 billion of client assets under management. The three co-founders, all veterans of Wall Street, were proud of the firm they had created and were pleased with its success to date, but they also knew that it had reached a key inflection point. How much could they, or would they, want to grow? What was the best way to enhance their "relevance"? What were the costs, benefits, and impediments to growth? Another looming question was whether the firm should go public at some point.

Keywords: Cost; Investment Banking; Growth and Development; Compensation and Benefits; Growth and Development Strategy; Market Entry and Exit; Going Public; Banking Industry;


Rose, Clayton S., and Aman Malik. "Perella Weinberg Partners: New Firm, Old Values." Harvard Business School Case 312-013, September 2011. (Revised September 2011.)