Westlake Securities, founded in 2003, is a middle market investment bank headquartered in Austin, Texas. The firm focuses on providing advisory services to middle market companies. Their team possesses extensive expertise in deal strategy, operational improvements, equity value creation, and transaction processes.
Westlake Securities offers a wide range of services including M&A advisory for business acquisitions and exits, public and private equity and debt placements, and capital formation support for growth. The firm also provides liquidity, liquidation, and restructuring advisory, along with management consulting and strategic support. They offer fractional and interim executive services, including CFO, CMO, and CEO roles.
With a staff of 55, Westlake Securities generated a revenue of $32.2 million. Their diverse team is well-versed in creating tailored strategies for client growth and liquidity needs, ensuring a deep understanding of their client’s business goals.