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 >
News & Insights
Foundry & Metal Casting M&A Industry Report, Q1 2025
We are pleased to present the Q1 2025 installment of the Foundry and Metal Casting M&A Industry Report, a high-level examination of the latest trends and transactions in the foundry and metal casting industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Interested in M&A… Read More >
Manufacturing M&A Industry Report, Q1 2025
We are pleased to present the Q1 2025 installment of the Manufacturing M&A Industry Report, a high-level examination of the latest trends and transactions in the manufacturing industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Public Company Valuations Interested in M&A Advisory Services?
Business Services M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Business Services M&A Industry Report, a high-level examination of the latest trends and transactions in the business services industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Interested in M&A Advisory Services?
Financial Services M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Financial Services M&A Industry Report, a high-level examination of the latest trends and transactions in the financial services industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Interested in M&A Advisory Services?
Foundry & Metal Casting M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Foundry and Metal Casting M&A Industry Report, a high-level examination of the latest trends and transactions in the foundry and metal casting industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Interested in M&A… Read More >
Manufacturing M&A Industry Report, Q4 2024
We are pleased to present the Q4 2024 installment of the Manufacturing M&A Industry Report, a high-level examination of the latest trends and transactions in the manufacturing industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Public Company Valuations Interested in M&A Advisory Services?
Takeaways from ACG M&A South 2025
On February 3-5, 2025, Michael Stone and Zac Venos of Porter White’s investment banking team attended the Association for Corporate Growth (ACG) M&A South Capital Connection in Atlanta, GA, along with over six-hundred private equity firms, investment banks, capital providers, and ancillary service providers. Among the private equity firms in attendance, the general sentiment heading… Read More >
PW&Co Promotes Zac Venos to Associate
Porter White & Company is pleased to announce the promotion of Zac Venos to Investment Banking Associate. Zac joined the firm in 2021 as an Analyst for Porter White’s Investment Banking division, supporting the firm’s merger and acquisition (M&A) advisory, debt and equity capital advisory, municipal advisory, business valuation, and public and project finance advisory… Read More >
Healthcare & Life Sciences M&A Industry Report, Q3 2024
We are pleased to present the Q3 2024 installment of the Healthcare and Life Sciences M&A Industry Report, a high-level examination of the latest trends and transactions in the healthcare and life sciences industries. In this issue: Market Overview Macroeconomic Environment Highlighted Deals and Multiples Venture Capital Market Overview Recent Healthcare M&A Deals Public Company… Read More >
Manufacturing M&A Industry Report, Q3 2024
We are pleased to present the Q3 2024 installment of the Manufacturing M&A Industry Report, a high-level examination of the latest trends and transactions in the manufacturing industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Public Company Valuations Interested in M&A Advisory Services?
Foundry & Metal Casting M&A Industry Report, Q3 2024
We are pleased to present the Q3 2024 installment of the Foundry and Metal Casting M&A Industry Report, a high-level examination of the latest trends and transactions in the foundry and metal casting industry. In this issue: Market Overview Macroeconomic Environment Public M&A Activity and Trends Private M&A Activity and Trends Interested in M&A… Read More >
PW&Co Investment Bank Advises GHS on Hospital Sale to HCA
Porter White Capital Advisors (“PW&Co”), a Birmingham investment bank, is pleased to announce that it served as the exclusive sell-side advisor on the recent sale of Jackson Medical Center (“JMC”) to the City of Jackson Health Care Authority (the “Jackson HCA”). Since 1975, PW&Co has served as advisor and investment bank to numerous healthcare entities… Read More >
Sunset of Tax Cuts and Jobs Act Creates Planning Challenges
In December 2017 the Tax Cuts and Jobs Act (TCJA) was passed, making substantial changes in the tax code, including increased gift and estate tax exclusions and modifications to tax brackets. However, many changes made under the TCJA are set to expire December 31, 2025. Potential reversion back to pre-2017 law is impacting income tax… Read More >
PWCO Promotes Ross Walker to Associate
Porter, White & Company is pleased to announce the promotion of Ross Walker to Associate. Ross joined the firm in 2020 as a Financial Analyst supporting the Investment Management division through investment analysis, portfolio management, and trading. In 2021, he transitioned to work with the Investment Banking practice as well, supporting activities such as mergers… Read More >
Porter White Moves to the Historic Woodward Building
Porter White recently moved to the tenth floor of the historic Woodward Building in downtown Birmingham from its home in the Steiner Building for the last 40 years. To learn more, read this B’ham Now article for a sneak peek into our new office space.
PW&Co Completes Sale of Renaissance Manufacturing Group
Certain principals of PW&Co acted as the exclusive sell-side advisor to Renaissance Manufacturing Group, LLC and its ancillary businesses in its sale to the Lawton Standard Co. PW&Co’s investment banking team was led by Michael Stone with support from Zac Venos. Based in Waukesha, WI, and with locations in Anniston, AL and Grafton, WI, RMG… Read More >
SECURE 2.0: Tax Credits for Small Employer Plans
After the SECURE 2.0 Act was signed into law at the end of 2022, we highlighted some of the implications for business owners and savers. One such highlight that we want to focus further on is the tax credits offered to small employers. While the original SECURE Act created tax credits for small employer plans,… Read More >