Background
CFA Charterholder
BSE, Princeton University
MBA, Duke University
Key experience
Private Placements
Investment Management
Tax-managed Strategies
Goodloe White is an investment banker with more than six years experience in international project and middle market corporate finance. He has been a chief financial officer of an emerging technology company and has earned a Chartered Financial Analyst (CFA) designation. Goodloe joined Porter, White & Company in 2002 to focus on corporate finance and investment management.
Professional Background: Goodloe started his investment banking
career in the New York project and lease finance group of Credit Suisse First
Boston (CSFB), where he worked on financings for single-purpose, single-asset
companies in the electric utility, oil and gas, steel and chemical industries.
These companies tapped capital sources in the commercial bank, private placement
and multi-lateral financial markets, as well as the public debt and equity
markets. Goodloe was a member of the team that advised private developers
on the first gas-to-electricity project in Tanzania and structured the credit
enhancements, commercial offtake and supply contracts, and sources of capital
for the project.
In 1996, Goodloe transferred to the firm's global project finance group in
Hong Kong. In Asia, he advised clients on equity investments in large project
developments and on raising debt in the U.S. capital markets. Notable transactions
included financings of an LNG tanker and a submarine fiber optic telecommunications
company. Goodloe then transferred to the firm's London office to focus on
financings in Eastern Europe and the former Soviet Union. He acted as commercial
lender to a power project in Hungary and financial advisor for a number of
public and private sector projects in Estonia, Tatarstan and other European
countries.
After leaving CFSB as an Associate, Goodloe became chief financial officer
of a small software company. As CFO, his responsibilities included day-to-day
management of the company's finance and accounting, including the implementation
of a stock option plan, a 401(k) plan, the company's first GAAP audit and
an overhaul of the company's accounting system and financial controls.
Professional Interests: At Porter, White & Company, Goodloe has
a dual focus on corporate finance and investment management. Combining his
industry background in energy, transportation, information technology and
software with the investment banking deal execution skills, he seeks to help
clients first understand the factors that drive the value of their business
and then how to best communicate the company's story to investors or acquirers.
In the area of investments, Goodloe seeks to apply the latest academic research
to current client situations. Particular focus is given to setting asset allocation
policies using simulation analysis and optimization as well as the management
of accounts for optimal after-tax performance.
Goodloe received his BSE, summa cum laude, in Civil Engineering and
Operations Research from Princeton University in 1994 and his MBA from Duke
University's Fuqua School of Business. He earned the Chartered Financial Analyst
designation in 2001.