As a Municipal Advisor, PW&Co provides a variety of specialized public finance, financial advisory and consulting services to state and local governments and non-profit institutions. Porter White has the resources, intellectual capacity, and experience to provide complex financial advisory services to clients in the public sector.
Municipal Advisory Services
Debt Management
- Refunding analysis
- Analysis of outstanding debt
- Swap advisory
- Development of an optimal debt issue
- Issuer representation going forward
Financial Planning
- Multi-year financial plans and models
- Cash flow analysis
- Pro forma projections for new projects
- Rate studies
Economic Development
- Economic analysis
- Fiscal and economic impact studies
- Tax revenue projections
- Policy development
Project Management
- Project coordination and planning
- Feasibility studies
- Public private partnerships (P3)
Investment Advisory
- Asset / liability management
- Investment policy statements
- Escrow structuring and pricing
- Investment implementation
Compliance and Ongoing Support
- Continuing disclosure compliance (15c2-12)
- Rating agency presentations and communication
- Arbitrage rebate calculations and planning
- Oversight of compliance with indenture and regulations
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Public Sectors Served
Education
- Higher education
- Professional schools
- School systems
- Private schools
- Early learning centers
Healthcare
- Hospitals
- Rehabilitation facilities
- Senior living facilities
- Private schools
- Group practice facilities
Tourism
- Hotels
- Convention centers
- Civic centers
- Entertainment districts
Nonprofits
- Scientific
- Educational
- Community
Environmental Services
- Water systems
- Energy systems
- Waste-to-Energy facilities
- Renewable energy
Government Agencies
- Cities
- Counties
- State agencies
Transportation
- Airports
- Parking
Municipal Advisory Team
Jim White
Chairman
Goodloe White, CFA
President
Michael Stone, CFA, ASA
Managing Director
Municipal Advisory Insights
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 indicated it will maintain its aggressive monetary policy tightening until inflationary pressures are in check.... Read More >
