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Porter White & Company

Providing Expert Advice and Guidance Since 1975

  • Clients
    • Businesses & Professionals
    • Financial Institutions
    • Nonprofits & Governments
    • Individuals & Families
  • Practice
    • Valuation
    • Community Banking
    • M&A Capital Advisory
    • Municipal Advisory
    • Distressed Situations
    • Project Finance
    • Investment Consulting
    • Wealth Management
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  • News & Insights
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Community Banking

Serving the Unique Needs of Community Banks

Our Community Banking practice combines the services of our Valuation, M&A Capital Advisory and Distressed Situations practices and tailors them to meet the unique needs of community banks. Our professionals have extensive transactional experience ranging from $100 million whole-bank acquisition advisories and IPO lead manager roles to valuation reports, fairness opinions and small private equity placements for community banks. Our team has deep experience in the industry, from both an external investment banking perspective and internal senior credit officer roles.

Client Bank Services

Strategic Planning

PW&Co can help your institution plan for the future with customized strategic planning services. Our strategic planning service helps prepare our clients to understand what types of mergers or acquisitions would be good alternatives to an organic growth strategy.

Valuations

PW&Co has expertise in bank stock valuations for ESOP, estate, strategic planning and other purposes. We also provide collateral valuations.

Workout Consulting

PW&Co advises parties to a loan where a borrower is experiencing financial distress whether the situation is in or out of bankruptcy.

Mergers & Acquisitions

PW&Co can help your institution merge with another institution, buy or sell a branch, or acquire or divest a portfolio of loans.

Capital Strategies

PW&Co can assist your institution in formulating a long-term capital plan and in accessing the capital markets.

Fairness Opinions

PW&Co can provide your board an expert opinion on the fairness of a variety of corporate transaction types.

Community Banking Team

Michael Stone, Director of Porter White & Company

Michael Stone, CFA

Director

Zac Venos, Financial Analyst of Porter White & Company

Zac Venos

Financial Analyst

Our Community Banking Insights

Alabama Banking Almanac – 3Q22

November 23, 2022 | by Michael Stone

We are pleased to present the latest installment of Banking Almanac, a comprehensive report on all Alabama banks and thrifts with data as of and for the twelve months ended September 30, 2022. Click here for Banking Almanac in PDF. This report examines Alabama institutions by a variety of financial measures: Total Assets Net Interest... Read More >

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15 Richard Arrington, Jr. Blvd. N
Birmingham, AL 35203
(205) 252-3681
info@pwco.com

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General advisory services offered by Porter White Capital Advisors, Inc.
Investment advisory services offered by Porter White Investment Advisors, Inc.
Municipal advisory services offered by Porter White & Company, Inc.

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