Who We Are

Porter White & Company is an investment bank that provides advice on financial decisions that will have meaningful impacts on businesses, institutions and families. We are committed to gaining a comprehensive understanding of each client’s circumstances, and using relationships and expertise to ensure that their goals are achieved. When serving our clients, we work hard to establish trust by focusing on the details. Porter White & Company has been operating in Birmingham, Ala. since 1975.

In an industry where many financial institutions fail or sell out, Porter White & Company is proud of its consistency and continued evolution over more than 35 years. The advice we give and the services we provide are based on the expectation that we will be around for decades in the future, so the quality of our work needs to stand the test of time.

We trace our roots back to January 1975, when Jim White founded “White & Company” to focus on municipal and middle market corporate finance. We have evolved from a firm primarily focused on municipal bond advisory and underwriting services to one that helps clients address a broad range of complex financial problems and manage and invest capital.

The following are a few key dates in our history.  Much of our recent history is told through our client stories.

January 28, 1975

“White & Company” founded by Jim White to focus on municipal and middle market corporate finance.

Early 1977

White & Company was hired by the City of Birmingham as financial advisor, and served in this capacity for the next 22 years.

May 31, 1984

Porter, White & Yardley, Inc. formed to continue the business of White & Company, with the addition of municipal bond underwriting and trading, small cap stock trading, and retail brokerage.

June 1, 1984

Kip Porter joined the firm to focus on middle market corporate finance.

February 1, 1993

The company’s trading desk and retail brokerage unit was sold to Morgan Keegan. Porter, White & Yardley was renamed “Porter White & Company.”

March 31, 1995

Porter, White & Company’s Registered Investment Advisor (RIA) unit started.

February 2002

Goodloe White joins the firm to focus on corporate finance and investment management.

July 2005

Porter, White & Company exceeded $50 million in assets under management.

December 2007

Porter, White & Company exceeded $100 million in assets under management.

September 2013

Porter, White & Company exceeded $250 million in assets under management.

Our team members focus on the details, emphasizing a thorough approach that is driven by expertise.

Meet Our People