Philipp serves PCE’s ESOP clients by playing a crucial role in providing financial analysis, modeling transaction alternatives, and evaluating business ownership capital structures to further client goals. More broadly, Philipp is engaged in all aspects of PCE’s investment banking practice, including buy-side and sell-side engagements, recapitalizations, ESOPs, and general corporate advisory.
Before joining PCE, Philipp worked with a private investment firm focused on providing customized growth capital solutions to lower-middle market companies. In this position, Philipp gained significant buyside deal experience.
Philipp also worked as a portfolio management analyst where he assisted in the securitization of $380 million of Asset Backed Securities. As a member of the Asset Management division, Philipp performed financial analysis of mortgage and real estate portfolios.
Certifications & Affiliations
FINRA Series 79 Securities License
University of Central Florida, Bachelor of Science in Finance, Minor in International Business
Hong Kong University of Science and Technology, School of Business and Management; Study Abroad
University of Pennsylvania, Wharton School of Business, Online Business Analytics Specialization
Zürcher Hochschule für Angewandte Wissenschaften, School of Management and Law, (Zurich, Switzerland); Study Abroad
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