Selling your business is a lot like selling your house: it should have curb appeal and pass a buyer’s home inspection. Similarly, the one thing that home buyers dread, and often attribute to walking away from the deal, is the… Read More >
The ABCs of 401(k)s
What is a 401(k) account? What are the benefits of it? These questions often arise when finding out that part of an individual’s benefit package includes a 401(k)-retirement plan. A for Account A primary objective during one’s working years should… Read More >
Foundry & Metal Casting M&A Industry Report, Q3 2025
We are pleased to present the Q3 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, Q3 2025
We are pleased to present the Q3 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 >
Why Invest in Non-U.S. Stocks?
Overview U.S. stocks have outperformed non-U.S. stocks over the last 15 years [1]. This leads to investors frequently asking, “Why should I invest outside the U.S.?” To answer in one word: diversification. Diversification While U.S. equities make up approximately 65%… Read More >
Manufacturing M&A Industry Report, Q2 2025
We are pleased to present the Q2 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 >
Foundry & Metal Casting M&A Industry Report, Q2 2025
We are pleased to present the Q2 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 >
Changes to 401(k) Catch-Up Contribution
Overview The SECURE Act 2.0 passed in December of 2022 expands upon the original SECURE Act. This updated legislation introduces modifications to several retirement plan rules, including changes that impact 401(k) and Solo 401(k) catch-up contributions.[i] Catch-Up Contributions Catch-up contributions… Read More >
Q3 2025 Market Commentary
Markets appeared to shrug off mounting economic and geopolitical uncertainties as they continued their upward trajectory. The volatility index (VIX) remained relatively calm while US indexes reached new highs in the third quarter. One explanation for the strong stock market… Read More >
What’s Driving My Mortgage Rate?
Overview There is a common misconception that the Federal Reserve (Fed) controls mortgage rates. Why is this belief false? In short, the Fed only directly controls interest rates for short-term loans, while mortgage rates better align with longer-term rates. Some… Read More >
Traditional Versus Roth Contributions
Overview Which is better, Traditional (Regular) or Roth contributions? The answer mostly depends on current and future tax rates. Regular contributions are deductible from current year income (reducing taxes paid in that year) but any withdrawals are taxable. (Hence why… Read More >
Q2 2025 Market Commentary
The large tariff announcements on April 2nd led to a rapid sell-off in both the US stock and bond markets. The S&P 500 fell over 10% in two days, the biggest drop since the onset of COVID-19. The volatility index… Read More >
Takeaways from AFS CastExpo 2025
Last week, Michael Stone and Zac Venos of Porter White’s investment banking team attended the American Foundry Society’s CastExpo 2025 along with over four hundred foundries, metal casters, suppliers, and related service providers. We spoke with many owners in the foundry… 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 >
Business Services M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 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, Q4 2024
We are pleased to present the Q4 2024 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, 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 >
