Perella Weinberg Partners at a Glance


  • “Great culture—sense of cohesion and very collaborative”
  • “Interaction with partners and clients”
  • “Great training platform and mentoring from senior employees; you develop a strong technical skillset”


  • “Long hours”
  • “Needs to broaden its verticals, needs to get bigger”
  • “Lack of infrastructure (like 24-hour print services)”

The Buzz

  • “Great M&A-focused bank”
  • “Some key senior-level departures recently”
  • “Elite boutique”
  • “Opportunistic”

About Perella Weinberg Partners

Founded in June 2006 by Joseph Perella, Peter Weinberg and Terry Meguid, Perella Weinberg Partners has two businesses: advisory and asset management. Its advisory business includes mergers, acquisitions, restructuring, private capital, independent special committee advisory, and government services advisory, while its asset management unit focuses on alternative investment products (as of July 2015, the firm had $10.6 billion in assets under management).

Perella Weinberg Partners' launch in 2006 was one of the most closely watched debuts in banking history. Today, the firm consists of approximately 450 employees, who work out of offices in New York, San Francisco, Denver, London (U.K.), Abu Dhabi (United Arab Emirates), and Dubai (United Arab Emirates). Founder Joseph Perella made his name as a pioneer dealmaker at First Boston in the 1980s, then left to create Wasserstein, Perella & Co. with Bruce Wasserstein (the former chairman and CEO of Lazard). Perella's last gig before founding Perella Weinberg Partners was as vice chairman of Morgan Stanley, where he became close with some of America's top M&A talent. A shareholder revolt at Morgan Stanley-the ruckus that led to the 2005 resignation of chairman Philip Purcell-prompted Perella to leave the firm, sparking rumors that he would open his own boutique. Indeed he did, and several Morgan Stanley advisors jumped ship to join him, becoming Perella Weinberg Partners' first hires. Prior to founding Perella Weinberg Partners, Peter Weinberg was the CEO of Goldman Sachs International and an accomplished banker as well, and Terry Meguid was Head of Worldwide Investment Banking at Morgan Stanley.

Perella Weinberg Partners has advised on transactions valued at more than $800 billion, including monumental M&A deals like Holcim's amendments of key economic and governance parameters in relation to its proposed €42 billion merger with Lagarge; Medtronic, Inc.'s $42.9 billion acquisition of Covidien plc.; Willis Group Holdings's $18 billion merger with Towers Watson; Numericable Group SA's €15.5 Billion acquisition of SFR Vivendi; and NYSE Euronext's $10.2 billion sale to Intercontinental Exchange.   In addition, Perella Weinberg Partners has worked on several high-profile restructuring engagements, including advising a stakeholder on Energy Future Holdings' $50 billion restructuring, the equity committee on Calpine's $23 billion restructuring, and certain creditors in connection with Delphi's $22 billion restructuring.

In 2014, Perella Weinberg Partners appointed Robert Steel as CEO. Steel's career of almost 40 years in financial services includes both public and private sector experience.  He is the former CEO of Wachovia Corporation, served as Under Secretary for Domestic Finance at the U.S. Department of the Treasury, and spent nearly 30 years at Goldman Sachs, where he ultimately became head of the firm's global equities division and vice chairman. Most recently, he worked as New York City's Deputy Mayor for Economic Development under Mayor Michael Bloomberg.

Steel leads the firm with Joseph Perella, who continues to serves as chairman; Peter Weinberg, head of advisory; Terry Abdel-Meguid co-head of asset management; and William Kourakos, co-head of asset management. 

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Perella Weinberg Partners

767 Fifth Avenue
New York, NY 10153
Phone: (212) 287-3200
Fax: (212) 287-3201
Vault ID: 45607


  • Employer Type: Private
  • Chairman: Joseph Perella
  • CEO: Robert Steel
  • 2015 Employees: 450

Major Office Locations

  • San Francisco, CA
  • Denver, CO
  • New York, NY
  • Austin, TX
  • Abu Dhabi, United Arab Emirates
  • London, United Kingdom
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