Perella Weinberg Partners: credited tech M&A deals
Deals in the ProCloser Tech & SaaS M&A Deal Index where Perella Weinberg Partners was named as an advisor in a public source. Back to the advisor league.
Perella Weinberg Partners is an M&A advisory firm publicly credited on 2 deals in the ProCloser Tech M&A Deal Index (0 sell-side, 2 buy-side), announced between Jun 18, 2026 and Jul 9, 2026.
Sectors: Fintech (1), SaaS (1). 0 of 2 credited deals disclosed a value.
Last updated Aug 18, 2026.
Credited deals
Where Perella Weinberg Partners advised the buyer, the credit appears as "Buy-side" beneath the sell-side advisor cell. Values only where publicly disclosed; every row links to its source.
| Date | Target | Acquirer | Buyer type | Sector | Geo (target → acquirer) | Value | Sell-side advisor | Source |
|---|---|---|---|---|---|---|---|---|
| Beam BenefitsAI-powered employee benefits insurance platform | Principal Financial Group | Public company | Fintech | US → n/a | Undisclosed | Ardea PartnersBuy-side: Perella Weinberg Partners | News | |
| BMC Helixagentic AI ServiceOps and ITSM platform | Montagu | Private equity | SaaS | US → n/a | Undisclosed | Jefferies PreferredBuy-side: Perella Weinberg Partners | News |
Firms in gold are ProCloser preferred firms: each is ranked #1 in one of our best-advisor guides. Other advisors are named as credited in the source. Source links open the original announcement. Credits appear only where the advisor was named in a public announcement.
Frequently asked questions
How many deals is Perella Weinberg Partners credited on in this index?
2: 0 sell-side and 2 buy-side, each with a public source that names the firm. This counts only deals verified by the ProCloser index and is not the firm's full track record.
Where does the Perella Weinberg Partners credit come from?
From the linked source on each row (press release, 8-K, news article or the firm's own announcement). We do not add credits from memory or third-party databases.
How do I get an introduction?
If you are selling a software company, get matched and ProCloser will introduce you to a vetted M&A advisory firm that fits your sector and deal size, free to sellers.
Get matched with the right advisor for your deal.
The advisors credited in this index work deals like yours every quarter. Tell us about your company and we will match you with a vetted M&A advisory firm in your sector and size range, including success-fee-only options. Free to sellers.