Practice Areas
Porter, White & Company provides a broad range of services to clients including businesses, governments, non-profits, institutional investors, retirement plans, and individuals. These services are organized into five practice areas, described below:
Corporate Finance PW&Co helps its clients assess their financial situation, raise capital, and engage in strategic transactions. PW&Co’s Corporate Finance team has core expertise in debt and equity placements, mergers and acquisitions, and valuation and financial advisory assignments.
Public Finance PW&Co provides a variety of financial advisory services to issuers of tax exempt bonds, including preparation of financing plans, coordination of rating agency presentations, oversight of document preparation, advice on investment and disbursement of bond proceeds, and coordination of the closing of financings.
Investment Management PW&Co’s Investment Management practice works with institutions, retirement plans, and individuals to create and execute investment plans based on each client’s unique needs. PW&Co develops investment policy statements, recommends investment options, implements asset class allocations, and monitors performance.
Revitalization & Change Management PW&Co’s Revitalization and Change Management practice provides advice and interim management to companies, governments, and institutions that are facing challenges such as financial distress, a sale or acquisition, a capital-raising event, or an unexpected leadership transition.
Derivatives Advisory PW&Co’s Derivatives Advisory practice provides experienced professional support for clients to successfully negotiate and execute derivative transactions, such as interest rate swaps, caps, and collars.
