Municipal Advisory Practice

As a Municipal Advisor, PW&Co provides a variety of specialized public finance, financial advisory and consulting services to state and local governments and not-for-profit institutions. Porter White has the resources, intellectual capacity, and experience to provide complex financial advisory services to clients in the public sector.

Municipal Advisory Services

A

Debt Management

  • Refunding analysis
  • Analysis of outstanding debt
  • Swap advisory
  • Development of an optimal debt issue
  • Issuer representation going forward
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Financial Planning

  • Multi-year financial plans and models
  • Cash flow analysis
  • Pro forma projections for new projects
  • Rate studies
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Economic Development

  • Economic Analysis
  • Fiscal and economic impact studies
  • Tax revenue projections
  • Policy development
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Project Management

  • Project coordination and planning
  • Feasibility studies
  • Public private partnerships (P3)
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Investment Advisory

  • Asset / liability management
  • Investment policy statements
  • Escrow structuring and pricing
  • Investment implementation
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Compliance and Ongoing Support

  • Continuing disclosure compliance (15c2-12)
  • Rating agency presentations and communication
  • Arbitrage rebate calculations and planning
  • Oversight of compliance with indenture and regulations

Public Sectors Served

Education
  • Higher education
  • Professional schools
  • School systems
  • Private schools
  • Early learning centers
Healthcare
  • Hospitals
  • Rehabilitation facilities
  • Senior living facilities
  • Private schools
  • Group practice facilities
Tourism
  • Hotels
  • Convention centers
  • Civic centers
  • Entertainment districts
Nonprofits
  • Scientific
  • Educational
  • Community
Environmental Services
  • Water systems
  • Energy systems
  • Waste-to-Energy facilities
  • Renewable energy
Government Agencies
  • Cities
  • Counties
  • State agencies
Transportation
  • Airports
  • Parking

Municipal Advisory Team

Jim White, Chairman | Porter White & Company

Jim White

Chairman

Goodloe White, CFA, President | Porter White & Company

Goodloe White, CFA

President

Michael Stone, CFA, Associate | Porter White & Company

Michael Stone, CFA

Vice President

Municipal Insights

Municipal Market Update | Porter White & Company

Municipal Market Update

We track local issuers and market rates that are important to our clients.

Municipal Advisor Under Dodd-Frank | Porter White & Company

Municipal Advisor Rule Under Dodd Frank

We provide debt issuance advisory and financial planning services to governments, municipalities, and other issuers of government related debt.

Birmingham Area Economic Report | Porter White & Company

Birmingham Area Economic Report

We track key economic statistics of the Birmingham Area economy and place the local area’s stattics in regional, state, and national context.