In recent months, analysts and writers have shared reports highlighting job growth trends in the U.S. Some national reports show encouraging statistics. That said, certain states are still trying to catch up to the national economy. In a recent article… Read More >
Stone Offers Thoughts on Startups Raising Capital
Businesses that want to grow and expand must raise capital to fund their goals. For startups, the fundraising process can be extremely challenging. Recently, the Birmingham Business Journal examined fundraising trends for startups in Birmingham and invited several investment banking… Read More >
PW&Co Completes Sale of Nutec Metal Finishing
PW&Co served as the sell-side advisor to Nutec Metal Finishing (“Company”), an Alabama-based metal plating Company, on its sale to a confidential buyer. PW&Co’s investment banking team was led by Michael Stone and Kip Porter. The Company offers zinc electroplating,… Read More >
Birmingham Business Journal Explores PWCo Econ Report
On February 2, 2017, Porter White & Company (PWCo) released its Q3 2016 Birmingham Area Economic Report. The report reveals that the Birmingham-Hoover MSA has experienced significant losses in manufacturing over the past decade and has experienced gains in the… Read More >
Should I Check the Per Stirpes Box?
Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or Roth IRA). It is important to designate beneficiaries for accounts. The forms, often seemingly simple to fill out, have hidden… Read More >
Make Small Cap Stocks Great Again?
The stock markets in the days immediately following the recent US presidential election were surprising to many in a number of ways. US small company stocks experienced higher returns than US large company stocks. This period helps illustrate how different… Read More >
PWCo Economic Report Featured in BBJ
On December 1, 2016, Porter White and Company (PWCo) released its Q2 2016 Birmingham Area Economic Report. The report places the Birmingham area economy in a state, regional and national context, and focuses on the following statistical series: number of… Read More >
BBJ Reports on Valuation Trends
In late August, Porter White and Company (PWCo) published “What’s it Worth, Q1 2016,” a quarterly valuation review that explores recent valuation trends in the public and private markets. In the report, PWCo highlights the fact that U.S. private equity… Read More >
Bank of Pine Hill Fairness Opinion
Family Security Credit Union (Decatur, AL) and Bank of Pine Hill (Pine Hill, AL) have entered into a definitive agreement for Family Security to purchase substantially all the assets and assume the deposits of Bank of Pine Hill. The transaction… Read More >
Opelika-Auburn News Covers Econ Report
On August 9, Porter White & Company (PWCo) released its Q1 2016 Birmingham Area Economic Report. The report places the Birmingham area economy in a state, regional and national context, and focuses on the following statistical series: (A) number of… Read More >
BBJ Selects Michael Stone as “Rising Star”
On April 29, the Birmingham Business Journal (BBJ) published its 2016 “Rising Stars of Money”, which featured the “next generation of leaders in the financial sector.” In total, 18 financial professionals from across the greater Birmingham area were selected and… Read More >
Q3 Birmingham Economic Update in the BBJ
On November 30, 2015, Porter White & Company released a Q3 2015 economic update for Birmingham, Ala. The update highlights state and local statistics, and serves as a precursor to the upcoming full-length Birmingham Area Economic Report. The full report… Read More >
Birmingham Area Economic Report in the BBJ
Recently, Porter, White & Company (PW&Co) published the Birmingham Area Economic Report, Q2 2015. In the report, PW&Co’s Michael Stone summarizes findings related to several key economic indicators including job growth, retail sales and enplanements. Soon after the report was… Read More >
Political Tales of Private Sector Success
During the CNN Republican Debate on September 16, 2015, the top eleven (yes, eleven) hopefuls for the party’s nomination spoke to policy issues, personal achievements, and of course, the shortcomings of others. When the topic shifted to the economy and… Read More >
PW&Co’s Jim White Authors Op-Ed on Uber
On September 1, AL.com published an opinion-editorial authored by Porter White & Company’s Chairman, Jim White. In the piece, Jim discusses the benefits of the service and shares insights gleaned from a conversation with a business executive who visited Birmingham… Read More >
PW&Co Provides Valuation Opinion for HomeTown Bancorp of Alabama
PW&Co was retained by HomeTown Bancorp of Alabama, Inc. (Oneonta, AL) to provide a valuation opinion to the board of directors. PW&Co provided a third-party, independent valuation after performing due diligence, considering certain scenario analysis, and applying various industry standard… Read More >
PW&Co Provides Valuation on Option to Purchase Publicly Traded Shares
Porter White & Company (PW&Co) was retained to provide a valuation of options on shares of a publicly traded company awarded to employees. PW&Co provided a third-party, independent valuation of the stock options after analyzing the Company’s historical trading volatility,… Read More >
PWCo: Top Financial Service Provider in BBJ
Porter, White & Company (PW&Co) has been included on two prominent lists published by the Birmingham Business Journal. According to the Birmingham Business Journal’s Newsroom, PW&Co is the 14th largest “Financial Planner” in Birmingham. Also, based on local assets under… Read More >
