Ever wonder what it takes to successfully navigate and complete a legacy transaction? From due diligence information to deal closures, the journey can be complex. We’re unraveling some of the mystery in 2025 in our new Q&A forum. Submit questions you have about the transaction process 👉 https://lnkd.in/eJVWA88m #InvestmentBanking #MergersandAquisitions #BusinessGrowth #Leadership #Finance #Marketing #CFO #CMO
Westlake Securities
Investment Banking
Austin, Texas 7,121 followers
M&A | Capital | Strategy
About us
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, CMO and CEOs
- Website
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http://www.westlakesecurities.com
External link for Westlake Securities
- Industry
- Investment Banking
- Company size
- 11-50 employees
- Headquarters
- Austin, Texas
- Type
- Privately Held
- Founded
- 2003
- Specialties
- Capital Raising, M&A, Strategy, PrivateEquity, VentureCapital, MezzanineFinancing, LBO, MBO, and Recapitalization
Locations
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Primary
Get directions
108 Wild Basin Rd S
Austin, Texas 78746, US
Employees at Westlake Securities
Updates
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All Transaction Readiness sessions have been claimed for 2024. We’re fully booked for the rest of the year. For anyone who wants to book a session in the new year, please reach out to Liz Schwab via lschwab@westlakesecurities.com to schedule. #InvestmentBanking #MergersandAquisitions #BusinessGrowth #Leadership #Finance #Marketing #CFO #CMO
We have 4 spots remained in 2024 for Transaction Readiness Sessions. Claim a spot before the 2025 rush. In just 60 minutes, you’ll meet with our team, gain valuable insights on the M&A process and your Company’s transaction readiness, and more. Who should take advantage of this? CEOs, owners and founders that are considering a transaction event in 2025. Reach out to Liz Schwab via lschwab@Westlakesecurities.com to schedule. #InvestmentBanking #MergersandAquisitions #CapitalRaising
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Westlake Securities reposted this
Q1 2025 bookings for Completing the Deal Live are filling up fast. If you or your group would like one of the few remaining spots, please reach out ASAP to schedule --> info@completingthedeal.com #InvestmentBanking #MergersandAquisitions #BusinessGrowth #Leadership #Finance #Marketing #CFO #CMO
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We have 4 spots remained in 2024 for Transaction Readiness Sessions. Claim a spot before the 2025 rush. In just 60 minutes, you’ll meet with our team, gain valuable insights on the M&A process and your Company’s transaction readiness, and more. Who should take advantage of this? CEOs, owners and founders that are considering a transaction event in 2025. Reach out to Liz Schwab via lschwab@Westlakesecurities.com to schedule. #InvestmentBanking #MergersandAquisitions #CapitalRaising
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Please join us in congratulating one of our lead fractional CMOs, Jon Schultz as we celebrate his one-year anniversary at Westlake. Schultz, thank you for all that you do for us and all of our clients every day.
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Westlake Securities reposted this
Our Q3 and Year-End Wrap-Up Report is out. To get an overview of the insights and highlights we saw in the middle market and more, reach out to get a copy ✉️ 👉 lschwab@westlakesecurities.com. #InvestmentBanking #FinancialAdvisory #CapitalRaising #MergersAndAcquisitions #Growth #StrategicExits #CMOServices #CFOServices
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Our Q3 and Year-End Wrap-Up Report is out. To get an overview of the insights and highlights we saw in the middle market and more, reach out to get a copy ✉️ 👉 lschwab@westlakesecurities.com. #InvestmentBanking #FinancialAdvisory #CapitalRaising #MergersAndAcquisitions #Growth #StrategicExits #CMOServices #CFOServices
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Last week, our team came together to map out our path to success in 2025. We are excited for the year ahead, and what it holds for our team members, partners and our clients. Matt Andersen Liz Schwab Jon D'Andrea Jon Sanfelippo Kevin Brady Jordan Markim Jon Schultz Hannah M. Warrick Billy Utt Stephen Daubert Kendall Klimitchek #InvestmentBanking #MergersandAquisitions #BusinessGrowth #Leadership #Finance #Marketing #CFO #CMO
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