Municipal Advisory

As a Municipal Advisor, PW&Co provides a variety of specialized public finance, financial advisory and consulting services to state and local governments and not-for-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

Expand | Collapse

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

Public Sectors Served

Expand |Collapse

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

Jim White

Chairman

Goodloe White, CFA

Goodloe White, CFA

President

Michael Stone, CFA, AM

Michael Stone, CFA, AM

Vice President

Municipal Advisory Insights

PW&Co Serves as Municipal Advisor to the City of Birmingham on Major Financing

Porter White & Company served as municipal advisor to the City of Birmingham on the City’s Tuesday, October 20 refunding...

Municipal Market Update - September 2020

The municipal market remained relatively stable in September, as 30-day volatility of 10-year AAA GOs increased modestly from 0.82 to...

Birmingham Area Economic Report, Q1 2020

This report explores a few key statistics that paint a picture of the Birmingham area economy. Our Birmingham Area Economic...