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 >
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, Q3 2024
We are pleased to present the Q3 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, Q3 2024
We are pleased to present the Q3 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, Q3 2024
We are pleased to present the Q3 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 >
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 >
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 >
Effects of Automatic Enrollment in Plan Design
In our recent investment commentary, we highlighted research regarding plan design and plan participants. The research clearly highlights the effects that plan design can have on plan participants and retirement outcomes. While the study largely confirms that automatic enrollment has… Read More >
Birmingham Area Economic Report, Q2 2021
This report explores a few key statistics that paint a picture of the Birmingham area economy. Our Birmingham Area Economic Report places the Birmingham area economy in a state, regional and national context. Click here to download the full report… Read More >
It is Time to Think About M&A
M&A is Back Say what you will about 2020, Alabama’s banking system changed on a dime to meet the needs of our clients and local economies. Think about it. Branches closed, digital services grew, employee and customer health needs were… Read More >
Municipal Market Update – March 2021
Our Municipal Market Update is data-driven, one page sheet that is intended to give you an overview of key interest rates – floating as well as the credit spreads of key local and state entities with data as of March 31, 2021…. Read More >
Economies of Scale in Community Banks: An FDIC Study
Overview In December 2020, the FDIC produced a staff study entitled Economies of Scale in Community Banks1 which concluded community banks generate 90% of potential efficiency gains when a bank’s loan portfolio reaches $300 million and continue to accrue cost… Read More >
