Nicholas Berry

Nick Berry has been an investment banker for over 20 years and is integrally involved in all aspects of PB&W’s investment banking services. Nick has served as a trusted advisor to Boards of Directors and management teams of corporations pursuing sell-side and buy-side M&A, fairness opinions and corporate valuations. Nick has experience in numerous market [...]

Brenda Welch

Brenda Welch is PB&W's Office Manager. Brenda comes from a human resource and accounting background. Before joining PB&W, she spent 17 years with a large regional trade association with a focus on human resources, accounting, facilities management and marketing. She has also worked for public accounting and specialized recruitment firms.  Brenda has an undergraduate degree [...]

Erik Appareti

Erik Appareti is a Managing Director at Philpott Ball & Werner and assists or leads in all aspects of the merger and acquisition (M&A) process. He supports numerous functions including business development, business and industry research, financial statement analysis, due diligence and negotiations. Erik works with both privately held (founder/owner led and private equity sponsored [...]

Luke Korta

Luke Korta is a Managing Director at Philpott Ball & Werner (PB&W), an investment bank providing transaction advisory services for middle market companies and private equity groups in the aerospace, defense and industrial markets. Luke joined PB&W as an Analyst in 2007. He now co-leads the firm’s commercial aerospace, business and jet and general aviation [...]

Edward L. Werner

Over the past twenty-five years, Ted has assisted companies in mergers, sales, divestitures, acquisitions, select capital raises, fairness opinions and valuations. Ted has also advised Board of Directors, senior executives and company owners on issues pertaining to shareholder liquidity and maximizing/improving shareholder value. Mr. Werner has extensive experience advising private and public companies and has [...]

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