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

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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

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  • Higher education
  • Professional schools
  • School systems
  • Private schools
  • Early learning centers
  • Hospitals
  • Rehabilitation facilities
  • Senior living facilities
  • Private schools
  • Group practice facilities
  • Hotels
  • Convention centers
  • Civic centers
  • Entertainment districts
  • Scientific
  • Educational
  • Community
Environmental Services
  • Water systems
  • Energy systems
  • Waste-to-Energy facilities
  • Renewable energy
Government Agencies
  • Cities
  • Counties
  • State agencies
  • Airports
  • Parking

Municipal Advisory Team

Jim White

Jim White


Goodloe White, CFA

Goodloe White, CFA


Michael Stone, CFA, AM

Michael Stone, CFA, AM

Vice President

Municipal Advisory Insights

Municipal Market Update - May 2020

The one-year tax-exempt AAA rates hit an all-time low in May, declining from a peak of 2.51% in March to...

Municipal Market Update - April 2020

The municipal market remained especially volatile during April from significant uncertainty regarding COVID-19. Treasury rates have continued to stay almost...

Municipal Market Update - March 2020

On March 3, 2020 the Fed cut the overnight target rate by 0.50%. Uncertainty surrounding COVID-19 continues to create strong...