Porter White & Company (PW&Co) was retained by Graham Commercial Properties (GCP) to provide a fairness opinion in connection with a confidential acquisition. PW&Co provided a third-party, independent valuation of the assets being acquired after performing due diligence, considering certain… Read More >
A Quick Analysis of Roth 401(k)s
After the Employee Retirement Income Security Act (ERISA) of 1974 created the IRA, retirement savings options expanded for Americans, typically allowing for tax-deferred savings. While the benefits of these tax-deferred vehicles are enormous, they also come with strings attached. After… Read More >
PW&Co Named Top Financial Planner in 2014
Porter, White & Company has once again been included in the the Birmingham Business Journal’s List of Financial Planners. “It is always great to be included in the Book of Lists published by the Birmingham Business Journal,” said Goodloe White,… Read More >
Michael Stone Earns CFA Designation
Porter, White & Company is pleased to announce that Michael Stone has earned his CFA (Chartered Financial Analyst) designation. He joins Goodloe White as the firm’s second CFA Charterholder. In addition, Michael is also an Accredited Member of the American… Read More >
Get Your Financial House In Order
As the frenzy of tax season subsides, now is an opportune time to examine your financial records and make sure that everything is in order. One goal for our clients is to help them organize their financial “household,” which not… Read More >
Michael Stone Promoted to Associate
Porter, White and Company is pleased to announce that Michael Stone has been promoted to Associate. Michael has been active in the firm’s investment banking practice since January 2011. Michael’s focus at Porter White includes business valuations, financial advisory services… Read More >
How Markets Work
The first component of our investment philosophy is that “markets work.” This statement evokes the notion that markets are good at setting prices. The recently announced Nobel laureate, Eugene Fama, who is credited with coining the term “efficient markets,” put… Read More >
Michael Stone Receives ASA Accreditation
Porter, White & Company is pleased to announce that Michael Stone recently earned the Accredited Member designation with the American Society of Appraisers in the Business Valuation discipline. Advancement to Accredited Member is granted after completion of education requirements, approval… Read More >
PW&Co Named NABCAP Premier Advisor 2013
Porter White Investment Advisors, Inc. is pleased to announce that it has again been included in the Premier Advisor List of the National Association of Board Certified Advisory Practices (NABCAP). Porter White is unusual in its ability to provide middle-market… Read More >
PW&Co Managing Whitecap AL Funds
PW&Co is pleased to announce that it is now acting as the Alabama Manager for the Whitecap Alabama Growth Funds I and II. In this role, PW&Co will provide two members of Whitecap’s five member Investment Committee and will be… Read More >
PWCo Listed as NABCAP Premier Advisor 2012
Porter, White & Company is pleased to announce that it has again been named on the National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor List. Porter White was also listed in the Birmingham Business Journal’s Book of Lists,… Read More >
PWCo Advises Tech Firm in $11M Funding Deal
Porter, White & Company acted as financial adviser to NthDegree Technologies Worldwide, which raised $11.2 million in financing from existing investors and new investors identified by the Birmingham firm. NthDegree is a Tempe, Ariz.-based technology startup that makes conductive ink… Read More >
Jim White Weighs in on Economic Recovery
Jim White gives his perspective on economic recovery in this Business Alabama interview.
Porter White & Company Announces Name Change
I am writing to inform you of the change in the name of our registered investment advisor from PW Advisers, Inc. to Porter White Investment Advisors, Inc. This is only a change of name, everything else remains the same. As… Read More >
PWCo Assists Huntsville Construction Co. Sale
Porter, White & Co. assisted in the sale of Pearce Construction, a Huntsville-based general contractor, to senior members of its management team.
Goodloe White in 2011 Top 40 Under 40 by BBJ
Goodloe White, President of PW&Co, was included in the Birmingham Business Journal’s 2011 Top 40 Under 40 class.
The Economy is Looking Good For Business
The corporate finance professionals at Birmingham investment bank Porter, White & Co. have some great news for people with good ideas and cash-flowing businesses: There is money out there for hire. Porter White plans to release its annual Private Capital… Read More >
WEPA Receives Capital Infusion
Porter, White & Company acted as financial advisor to WEPA, Inc. in a $2 million capital raise for the Alabama-based technology company. To read more about the deal in the Birmingham Business Journal, click here.
