Corporate Finance

Porter, White and Company works with its corporate finance clients to assess their situation and to best position them to raise capital. Investment capital comes in various forms, ranging from common equity to convertible debt to senior debt. The form of the investment is tailored to the purpose, whether to build a new facility, grow an existing business, buy out shareholders or spin off a division. We achieve understanding of our client’s needs by reviewing and analyzing facts, modeling alternative scenarios, and then preparing a transaction plan.

Transactions can take a number of different forms including:

Debt and Equity Placement. Depending on the strength of the balance sheet and its growth prospects, various different types of debt and equity securities may be appropriate for a client.

Sale or Divestiture. If a complete exit is desired, we work with our clients to determine the targets with the best fit who are willing to provide the best value.

Management Buyout or Recapitalization. When shareholders want liquidity in their investment, a sale to an outside party is often not appropriate. A combination of seller financing and third party capital can be employed to transition ownership to new management.

Valuation and Financial Advisory. We also assist clients with valuing their business and evaluating other strategic opportunities.

For more information, please contact Goodloe White.