Perella Weinberg Partners (PWP) FY2025 10-K Annual Report
Perella Weinberg Partners (PWP) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Perella Weinberg Partners FY2025 10-K Analysis
Business Overview
- • Core business model: Global independent advisory firm providing strategic, financial advice, M&A, restructuring, capital markets, and private funds advisory
- • Emphasis on ESG leadership with formal board oversight on Environmental, Social, and Governance initiatives this year
- • Strategic focus on expanding advisory business depth and breadth via talent acquisition and geographic market growth
- • Employee count increased to 736 as of December 31, 2025, including 549 advisory professionals and 75 advisory partners
- • Operating income $48.0 million in 2025 vs operating losses in prior years, reflecting amortization completion of equity-based awards
Management Discussion & Analysis
- • Revenue and profitability details not provided in the excerpt
- • No segment performance data disclosed
- • No cash flow, buyback, dividend, or capex information available
- • No forward-looking management outlook or guidance mentioned
Risk Factors
- • Regulatory risk: Compliance with multiple jurisdictional regulatory capital requirements (US, UK, Canada, France) may restrict fund flows among affiliates
- • Macroeconomic risk: Revenues down 14% YoY to $750.9M in 2025 due to fewer/smaller M&A transactions amid adverse market conditions
- • Operational risk: Revenue timing unpredictable because advisory fees depend on transaction completion requiring regulatory/board approvals and court approvals in restructurings
- • Competitive risk: Client losses due to competition from other financial services firms and client management changes, with total advisory clients down 34 to 187 in 2025
- • Financial risk: $93.5M due under tax receivable agreement, representing significant contingent liability from business combination and unit exchanges
Perella Weinberg Partners FY2025 Key Financial MetricsXBRL
Revenue
$751M
▼ -14.5% YoY
Net Income
$35M
▲ +154.8% YoY
Operating Margin
6.4%
▲ +1534bp YoY
Net Margin
4.7%
▲ +1210bp YoY
ROE
-27.9%
▼ -4322bp YoY
Total Assets
$798M
▼ -9.0% YoY
EPS (Diluted)
$0.47
▲ +138.5% YoY
Operating Cash Flow
$35M
▼ -84.4% YoY
Source: XBRL data from Perella Weinberg Partners FY2025 10-K filing on SEC EDGAR. All figures in USD.
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