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Porter White & Company

Providing Expert Advice and Guidance Since 1975

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M&A Advisory

Buy-Side & Sell-Side Advisory

PW&Co advises businesses and their executives and shareholders across an array of industries in M&A transactions with respect to the clients’ unique goals. Through years of experience, our professionals have refined a disciplined, process-based approach to both sell-side and buy-side execution. Whether a client is seeking to grow or diversify its business through acquisitions, buy out existing shareholders, or maximize value with a defined exit strategy, PW&Co offers an unmatched commitment to identify and execute on a realizable strategy. PW&Co’s Alabama investment banking team has extensive experience in a broad range of industries including, but not limited to, industrial manufacturing, healthcare, industrial and business services, community banking, credit unions, credit union service organizations (CUSOs), and agriculture.

Sell-Side Advisory

Business owners exploring a sale of their company need trusted advisors, who understand their specific objectives, to achieve the desired outcome. After all, selling a family-owned or closely-held business rarely happens more than once for the stakeholders involved. Our professionals collectively have decades of experience and proven success advising businesses in a client-focused approach to maximizing value and return.

  • Internal strategic planning
  • Valuation and due diligence
  • Development of a strategic marketing process
  • Identification and qualification of buyers
  • Implementing a structured deal process
  • Managing due diligence processes
  • Negotiating with prospective acquirers
  • Transaction execution at identified terms and conditions

Buy-Side Advisory

Many companies identify an acquisitive strategy as the most effective way to grow their core business or to diversify their market position. Through many years of experience, we maintain a core belief that the highest probability of success from an acquisition starts with developing a clear and consistent acquisition strategy and maintaining a disciplined process throughout any potential transaction.

Acquisitions can be in the form of a strategic purchase of a company’s competitor or one in its supply chain, a management team’s buyout of existing ownership, or a financial investment into a new industry vertical or market. Our professionals have frequently advised on successful acquisitions by understanding our clients’ objectives and instilling experience and discipline into the strategic acquisition process.

  • Long-term strategic planning
  • Identification and development of an acquisition strategy
  • Qualification of potential acquisition prospects
  • In-depth due diligence and valuation of specific targets
  • Negotiating and structuring deal value and other considerations
  • Engaging capital markets and identifying transaction funding options
  • Strategic execution of deal to support successful investment returns

M&A Advisory Team

Michael Stone, Director of Porter White & Company

Michael Stone, CFA, ASA

Managing Director

Zac Venos, Financial Analyst of Porter White & Company

Zac Venos

Associate

Ross Walker, Financial Analyst of Porter White & Company

Ross Walker

Associate

M&A Advisory Insights

Takeaways from AFS CastExpo 2025

May 2, 2025 | by PW&Co Investment Banking

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 and metal casting industry who are gearing up for a strong year, optimistic about aggressive... Read More >

Representative Transactions

Supreme Cores of the Carolinas

Supreme Cores of the Carolinas

Renaissance Manufacturing Group

Renaissance Manufacturing Group

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.

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1927 1st Ave N 10th Floor
Birmingham, AL 35203
(205) 252-3681
info@pwco.com

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General advisory services offered by Porter White Capital Advisors, Inc.
Investment advisory services offered by Porter White Investment Advisors, Inc.
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