Michael Stone

Michael Stone

Managing Director

“We help our clients succeed by applying experience, analytical skills, and market knowledge to execute client specific financial and operating plans.”

Professional Background

Michael is an investment banker providing M&A, financing, valuation, and advisory services for PW&Co’s clients. He has worked with clients in a broad range of industries including manufacturing, business/industrial services, technology, government, agribusiness, financial services, and healthcare.

Michael has over 13 years of investment banking experience and leads PW&Co’s investment banking activities, including mergers and acquisitions (buy-side and sell-side), capital raising, municipal advisory, strategic consulting, business valuations, and distressed situation advisory.

Michael has valued numerous closely-held businesses for the purpose of gift/estate taxes, fairness opinions, strategic planning, credit quality, and in support of a capital raise or acquisition. Valuation experience includes controlling and minority interests in private operating companies, interests in private investment companies, marketable equity and fixed income securities, and interests in privately-held real estate investments and real estate partnerships.

Michael has worked with PW&Co’s municipal advisory clients to evaluate and execute refinancing opportunities, negotiate credit rating upgrades, provide long-term business planning, and prepare for large capital projects.

Before joining PW&Co, Michael was a financial analyst with Regions Financial Corporation. He received his B.S. in Business Administration from Georgetown University’s McDonough School of Business with a double major in Finance and OPIM (Operations and Information Management).

Securities-related transactions are conducted through M&A Securities Group, Inc., 4151 N. Mulberry Drive, Suite 252, Kansas City, MO 64116. Member FINRA / SiPC. M&A Securities Group and Porter White & Co.  are unaffiliated entities.