As a Municipal Advisor, PW&Co provides a variety of specialized public finance, financial advisory, and consulting services to state and local governments and nonprofit 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
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 with a more in-depth look at the statistics. The charts below show a snapshot of... Read More >
