NEW YORK — Financial services firm Perella Weinberg Partners (“PWP”) has elected five individuals to join the Firm’s Partnership, effective January 1, 2018.
With more than 650 employees, PWP has offices in New York, Houston, London, Abu Dhabi, Denver, Dubai, San Francisco, Calgary, and Los Angeles.
The following individuals have been elected Partner:
Timo Bauschke – London, Advisory
Anne Hamilton – New York, Advisory
David Heimer – London, Advisory
Kyle Sugarman – New York, Corporate
Troy Wagner – New York, Advisory
“We are excited to welcome Timo, Anne, David, Kyle, and Troy to the Firm’s Partnership,” said Robert K. Steel, Chief Executive Officer and Partner of Perella Weinberg Partners. “Today’s announcement reflects the significant contributions these individuals have made, and will continue to make, to our clients and the Firm. They embody the values of PWP, placing clients first, serving as trusted advisers to clients and peers, and operating with integrity, resourcefulness, and a team-oriented mindset. We congratulate them on this important accomplishment and look forward to their continued contributions as members of the Firm’s Partnership.”
Mr. Bauschke focuses on advising clients in the Industrials sector, with particular focus on the Chemicals space and German speaking geography.
Mr. Bauschke has more than 16 years of investment banking experience assisting companies on a wide range of strategic matters. During his tenure at Perella Weinberg Partners, he has, amongst others, advised Linde on its pending $67.2 billion merger of equals with Praxair; Henkel on its $3.6 billion acquisition of Sun Products; Holcim on its €42 billion merger of equals with Lafarge; GIC on the sale of a stake in Cristal to Tasnee and the subsequent sale of Cristal to Tronox.
Prior to joining PWP in 2013, Mr. Bauschke was at Deutsche Bank for approximately 12 years, most recently serving as a Director on the EMEA Chemicals team.
Mr. Bauschke earned a Diplom-Kaufmann degree from European Business School in Oestrich-Winkel.
Ms. Hamilton focuses on advising clients in the Telecommunications and Media sectors.
Prior to joining Perella Weinberg Partners in 2015, Ms. Hamilton was at Lazard, where she was most recently a Managing Director in the Telecommunications, Media and Technology Group. Prior to that, she was a Director at Bank of America Merrill Lynch in the Global TMT Group and a Vice President at Lehman Brothers in the Global Communications and Media group.
Ms. Hamilton has more than 15 years of investment banking experience. During her tenure at PWP, she has advised clients on complex strategic matters, including AT&T on its pending $109 billion acquisition of Time Warner. At Lazard and Merrill Lynch, she advised clients on a range of transactions in the telecommunications and media sectors, including Frontier Communications on its $11 billion acquisition of Verizon’s wireline assets in CA, FL and TX; AT&T on its $63 billion acquisition of DIRECTV; Leap Wireless on its $4 billion sale to AT&T Vodafone on its $11 billion sale of its 44% stake in SFR to Vivendi; and Qwest on its $22 billion sale to CenturyLink.
Ms. Hamilton received a Bachelor of Arts from Washington University in St. Louis and an MBA from the University of Chicago Booth School of Business
Mr. Heimer focuses on advising clients in the Telecommunications, Media and Technology (TMT) sectors.
Mr. Heimer has more than 17 years of investment banking experience assisting companies on a wide range of strategic matters. While at Perella Weinberg Partners, he has advised clients on a large number of M&A transactions across Europe, including BT Group on its £12.5 billion acquisition of EE, Ziggo on its €10 billion sale to Liberty Global, Kabel Deutschland on its €10.7 billion sale to Vodafone, and Tele2 on the divestitures of its operations in Italy and Spain.
Prior to joining PWP in 2006, Mr. Heimer was at Merrill Lynch International in London where he worked on a range of merger and acquisition transactions as well as equity and debt financings in the TMT sector.
Mr. Heimer earned a Master of Science degree from the Stockholm School of Economics, Sweden.
Ms. Sugarman is the Global Head of Human Resources at Perella Weinberg Partners. In this role, she works in partnership with the businesses to drive the HR strategy and agenda for the Firm. Her responsibilities include talent acquisition, leadership and development, compensation, benefits, employee relations, diversity, and employee engagement. She also focuses on maintaining a high performing workforce; building a strong, team-oriented culture; and making PWP the destination employer for investment banking and asset management professionals.
Ms. Sugarman has approximately 20 years of human resources experience. Prior to joining Perella Weinberg Partners in 2008, Ms. Sugarman was a Vice President in Human Resources at Cantor Fitzgerald for the Debt Capital Markets and Equity Capital Markets businesses. Previously, she served as a Vice President in Human Resources for Goldman Sachs in the Investment Banking Division and she worked as a Vice President in Citigroup’s HR Planning & Engineering group.
Ms. Sugarman graduated from the University of Maryland with a Bachelor of Arts in Communications. She serves on the Board of Directors of the Perella Weinberg Partners Foundation and is a founding member of the firm’s Women’s Initiative.
Mr. Wagner focuses on advising financial sponsors across a variety of sectors.
Mr. Wagner has more than 14 years of investment banking experience assisting companies on a wide range of strategic matters and capital markets transactions. During his tenure at Perella Weinberg Partners, he has advised The Blackstone Group on a series of financings related to its investment in Cheniere Energy Partners; Pamplona Capital Management on its acquisition of Parexel; Highstar Capital on matters relating to its portfolio company Ports America; and Orangewood Partners on matters relating to its portfolio company Peaceable Street Capital.
Prior to joining Perella Weinberg Partners in July of 2012, Mr. Wagner was at Barclays Capital and Lehman Brothers from 2003 to 2012. At Barclays Capital and Lehman Brothers, he worked with clients across a variety of industries on capital markets transactions and strategic initiatives, including financings related to Highstar Capital’s acquisition of Ports America, multiple capital raises for MEG Energy, financings related to Apollo Management’s acquisition of Regent Seven Seas, Energy Investors Funds acquisition of Cogentrix and SageGlass’ sale to Saint-Gobain.
Mr. Wagner earned an MBA from Emory University, where he was a Woodruff Scholar, and a Bachelor of Engineering from The Georgia Institute of Technology. He serves on the Board of The Cathedral School of St. John the Divine and All Hallows High School in Bronx, New York.