Logan Gewin is an investment banker and financial analyst focusing on financial modeling, valuation analysis and portfolio analysis for Porter, White & Company's corporate finance, revitalization and change management, and investment management clients. Logan joined the firm in 2007.

Corporate Finance & Financial Advisory. The development of clear, coherent financial projection models and understandable, concise analysis adds significant value to the capital raising and corporate planning processes. To this end, Logan supports the transaction team’s due diligence process with PW&Co’s corporate finance clients and works with them to build financial models and marketing documents that assess the clients’ situation, understand risks and opportunities, and effectively communicate their story. When marketing a deal, Logan supports management of information flow between the client, capital providers, and other parties, and executes follow-up requests for analysis and additional due diligence.

In support of PW&Co’s Revitalization and Change Management practice, Logan works with clients to build forward-looking financial statements for companies in distress or evaluating strategic opportunities. Logan also executes scenario planning and analysis, cash flow planning and analysis, and covenant analysis.

Modeling experience includes companies in the manufacturing, retail, health care, infrastructure, and real estate sectors.

Valuation. Logan assists clients with valuing their business, and supports the preparation of business appraisals for the purpose of gift taxes, estate taxes, income taxes and family planning. Valuation experience includes marketable equity securities, fixed income securities, controlling and minority interests in private operating companies, interests in private investment companies, and interests in privately-held real estate investments and real estate partnerships.

Investment Management. Logan supports the firm’s investment management practice through analysis of client portfolios and the latest academic research. He uses research, historical and simulation analysis, and optimization tools to review and set prudent asset allocation policies that maximize the expected risk-return benefit for the client’s portfolio. Logan supports the generation of client reports and presentations that make sources of return clear and the investment process transparent.

Professional & Educational Background. Before joining PWCO, Logan served as a Summer Associate at BMC Capital in Dallas, Texas and as a Wealth Management Intern at Smith Barney in Omaha, Nebraska.

Logan's academic background is in finance and economics. Logan received his BA, magna cum laude, in Economics from The University of the South and his MS in Finance from the Owen Graduate School of Management at Vanderbilt University. He is a registered Series 7 representative and a Level III candidate in the CFA Program.