Westlake Securities

Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.

We provide a number of services including:

- M&A advisory to owners seeking to acquire or exit businesses

- Public and private equity and debt placements for firms pursuing capital

- Capital formation support for expansion or growth

- Liquidity, liquidation and re-structuring advisory, strategies and support

- Management consulting, finance and strategic support

- Onsite and remote fractional and interim CFO, CRO and CEOs