As investment bankers, we analyze the economic environment of the local area as well as the nation to better understand how it might affect our clients. Goodloe White, President of PW&Co, recently wrote an op-ed on charitable giving to the… Read More >
SouthPoint Bank Valuation Opinion by PWCo
PW&Co was retained by SouthPoint Bank of Birmingham, AL to provide a valuation opinion in conjunction with a stock option plan. PW&Co provided a third-party, independent valuation after performing due diligence, considering certain scenario analysis, and applying various industry standard… Read More >
The BBJ Covers PWCo’s Q4 2014 Economic Report
The Birmingham Business Journal again covered PW&Co’s Birmingham Area Economic Report, noting the Birmingham area’s improvements in most areas. Click here to read the article in the BBJ. Click here to read PW&Co’s 4Q 2014 Report. We will release the… Read More >
The BBJ Covers PW&Co’s Economic Report
The Birmingham Business Journal recently covered PW&Co’s Birmingham Area Economic Report in a segment about the growth of metro Birmingham with relation to similar areas. Click here to read the article in the BBJ. Click here to read PW&Co’s most… Read More >
PWCo Provides Fairness Opinion for Graham
Porter White & Company (PW&Co) was retained by Graham Commercial Properties (GCP) to provide a fairness opinion in connection with a confidential acquisition. PW&Co provided a third-party, independent valuation of the assets being acquired after performing due diligence, considering certain… Read More >
PW&Co Named Top Financial Planner in 2014
Porter, White & Company has once again been included in the the Birmingham Business Journal’s List of Financial Planners. “It is always great to be included in the Book of Lists published by the Birmingham Business Journal,” said Goodloe White,… Read More >
Michael Stone Earns CFA Designation
Porter, White & Company is pleased to announce that Michael Stone has earned his CFA (Chartered Financial Analyst) designation. He joins Goodloe White as the firm’s second CFA Charterholder. In addition, Michael is also an Accredited Member of the American… Read More >
Michael Stone Promoted to Associate
Porter, White and Company is pleased to announce that Michael Stone has been promoted to Associate. Michael has been active in the firm’s investment banking practice since January 2011. Michael’s focus at Porter White includes business valuations, financial advisory services… Read More >
Michael Stone Receives ASA Accreditation
Porter, White & Company is pleased to announce that Michael Stone recently earned the Accredited Member designation with the American Society of Appraisers in the Business Valuation discipline. Advancement to Accredited Member is granted after completion of education requirements, approval… Read More >
PW&Co Named NABCAP Premier Advisor 2013
Porter White Investment Advisors, Inc. is pleased to announce that it has again been included in the Premier Advisor List of the National Association of Board Certified Advisory Practices (NABCAP). Porter White is unusual in its ability to provide middle-market… Read More >
PW&Co Managing Whitecap AL Funds
PW&Co is pleased to announce that it is now acting as the Alabama Manager for the Whitecap Alabama Growth Funds I and II. In this role, PW&Co will provide two members of Whitecap’s five member Investment Committee and will be… Read More >
PWCo Listed as NABCAP Premier Advisor 2012
Porter, White & Company is pleased to announce that it has again been named on the National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor List. Porter White was also listed in the Birmingham Business Journal’s Book of Lists,… Read More >
PWCo Advises Tech Firm in $11M Funding Deal
Porter, White & Company acted as financial adviser to NthDegree Technologies Worldwide, which raised $11.2 million in financing from existing investors and new investors identified by the Birmingham firm. NthDegree is a Tempe, Ariz.-based technology startup that makes conductive ink… Read More >
Jim White Weighs in on Economic Recovery
Jim White gives his perspective on economic recovery in this Business Alabama interview.
Porter White & Company Announces Name Change
I am writing to inform you of the change in the name of our registered investment advisor from PW Advisers, Inc. to Porter White Investment Advisors, Inc. This is only a change of name, everything else remains the same. As… Read More >
PWCo Assists Huntsville Construction Co. Sale
Porter, White & Co. assisted in the sale of Pearce Construction, a Huntsville-based general contractor, to senior members of its management team.
Goodloe White in 2011 Top 40 Under 40 by BBJ
Goodloe White, President of PW&Co, was included in the Birmingham Business Journal’s 2011 Top 40 Under 40 class.
The Economy is Looking Good For Business
The corporate finance professionals at Birmingham investment bank Porter, White & Co. have some great news for people with good ideas and cash-flowing businesses: There is money out there for hire. Porter White plans to release its annual Private Capital… Read More >
