Westlake Securities

Westlake Securities is an award winning middle market investment bank founded in 2003 and headquartered in Austin, Texas. We focus on assisting companies through capital and M&A activities tied to intentional growth or liquidity strategies. Our experienced team and client centered process have led us to generally be #1 in our market by closed deal volume, and allowed our clients to transact with leading lenders, family offices, strategics and private equity funds.

Our clients turn to us when they’d like to work on:

- Intentional Grow: through strategy, tactics, capital and M&A we assist companies in transforming their growth trajectory

- Intentional Liquidity: with planning, process, relationships, and execution we assist companies thoughtfully seek partial or full liquidity for their company

- Transaction Support: if a capital raising or M&A transaction is needed to be executed, we bring the process, experience and team to execute

- Strategic Planning or Advice: we work with companies to ensure that they are on the right path for them

- Areas of expertise: strategy, marketing, operations, finance, accounting, M&A buy and sell-side, capital raising throughout the capital stack (debt, sub debt, equity), growth, turnaround, liquidity.

-We work with founder/family owned companies, sponsor backed and public companies