Investment assets under management cross $100 million.
$50 Million
Investment assets under management cross $50 million.
Capital Raising
PW&Co completes first distressed capital raising by securing capital from five different sources for a struggling small business.
Expanded services
PW&Co expands its investment consulting services to include retirement plans.
Goodloe White
Goodloe White joins the firm bringing his international investment banking background and practical experience as a chief financial officer.
Expanded Services – RIA
Porter, White & Company’s Registered Investment Advisor (RIA) unit started.
Renamed
The company’s trading desk and retail brokerage unit was sold to Morgan Keegan. Porter, White & Yardley was renamed “Porter White & Company.”
Kip Porter
Kip Porter joined the firm to focus on middle market corporate finance.
Porter, White & Yardley, Inc.
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.
City of Birmingham
White & Company was hired by the City of Birmingham as financial advisor, and served in this capacity for the next 22 years.
Founding
“White & Company” founded by Jim White to focus on municipal and middle market corporate finance.
