We are pleased to present the Q1 2025 installment of the Business Services M&A Industry Report, a high-level examination of the latest trends and transactions in the business services industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity… Read More >
Financial Services M&A Industry Report, Q1 2025
We are pleased to present the Q1 2025 installment of the Financial Services M&A Industry Report, a high-level examination of the latest trends and transactions in the financial services industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity… Read More >
Foundry & Metal Casting M&A Industry Report, Q1 2025
We are pleased to present the Q1 2025 installment of the Foundry and Metal Casting M&A Industry Report, a high-level examination of the latest trends and transactions in the foundry and metal casting industry. In this issue: Market Overview Macroeconomic… Read More >
Manufacturing M&A Industry Report, Q1 2025
We are pleased to present the Q1 2025 installment of the Manufacturing M&A Industry Report, a high-level examination of the latest trends and transactions in the manufacturing industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends… Read More >
Takeaways from ACG M&A South 2025
On February 3-5, 2025, Michael Stone and Zac Venos of Porter White’s investment banking team attended the Association for Corporate Growth (ACG) M&A South Capital Connection in Atlanta, GA, along with over six-hundred private equity firms, investment banks, capital providers,… Read More >
Healthcare & Life Sciences M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Healthcare and Life Sciences M&A Industry Report, a high-level examination of the latest trends and transactions in the healthcare and life sciences industries. In this issue: Market Overview Macroeconomic… Read More >
Manufacturing M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Manufacturing M&A Industry Report, a high-level examination of the latest trends and transactions in the manufacturing industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends… Read More >
Foundry & Metal Casting M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Foundry and Metal Casting M&A Industry Report, a high-level examination of the latest trends and transactions in the foundry and metal casting industry. In this issue: Market Overview Macroeconomic… Read More >
Sunset of Tax Cuts and Jobs Act Creates Planning Challenges
In December 2017 the Tax Cuts and Jobs Act (TCJA) was passed, making substantial changes in the tax code, including increased gift and estate tax exclusions and modifications to tax brackets. However, many changes made under the TCJA are set… Read More >
SECURE 2.0: Tax Credits for Small Employer Plans
After the SECURE 2.0 Act was signed into law at the end of 2022, we highlighted some of the implications for business owners and savers. One such highlight that we want to focus further on is the tax credits offered… Read More >
SECURE Act 2.0: Highlights for Employers and Savers
The SECURE 2.0 Act was signed into law on December 29, 2022, and the implications for both business owners and savers are prevalent. Some of the important highlights include potential savings for employers, the increased emphasis on Roth options, and… Read More >
What’s It Worth – Q3 2022
Despite a record setting year in 2021, M&A activity is being challenged by macroeconomic and geopolitical headwinds. Rising interest rates and inflation rates are putting downward pressure on pricing metrics in both the public and private markets. Public markets are… Read More >
Municipal Market Update – Q3 2022
Macroeconomic pressures characterized the market during the third quarter of 2022, as investors and issuers continue to grapple with a rising rate environment. Treasury and MMD yields continue to rise from the pandemic-era lows and the Federal Reserve Board has… Read More >
Georgia Banking Almanac – 2Q22
We are pleased to present the latest installment of Banking Almanac, a comprehensive report on all Georgia banks and thrifts with data as of and for the twelve months ended June 30, 2022 as well as a comprehensive view of… Read More >
“Great Time to Be a Seller”: Takeaways from ACG M&A South
Last month, Porter White attended the ACG M&A South Capital Connection in Atlanta, along with over two-hundred private equity firms, investment banks, and other capital providers. The story we have heard for years continued – competition to invest capital and… Read More >
Are a Few Low-Cost Investment Options Enough?
Some 401k Plan Sponsors have taken the approach of providing a broad range of investment options hoping that providing a few, low-cost index funds would fulfill their fiduciary duty to monitor fees and expenses of their plan. The logic here… Read More >
Municipal Market Update – December 2021
The Bipartisan Infrastructure Deal and expectations for possible tax increases served as a catalyst for a strong month in the municipal bond market. Treasury yields are rising heading into 2022 and the Federal Reserve Board reaffirmed their target rate range… 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 >
