Investment Banking for the Middle Market

Trusted guidance for the middle market moments that matter
# 1
Lower Middle Market Deal Volume
$ 1 B+
Transaction Value Closed
+
Companies Advised
Best Sell-Side M&A Advisory in the Middle Market

Sell Your Business on Your Terms and at the Value It Deserves

We manage the complete sale process from positioning through close, running a competitive, structured process designed to surface maximum value and protect your interests at every stage.

Testimonial | CEO | Business Services | U.S. Based

We deeply appreciate Westlake Securities for bringing our two companies together and facilitating a smooth process to make this a success. We believe this combination will increase our impact and expand the possibilities for both our clients and our team members.

WHAT YOU GET WHEN YOU PARTNER WITH WESTLAKE

Our sell-side engagements are comprehensive by design. You’re not hiring a broker to list your business, you’re engaging an experienced team to manage one of the most important transactions of your life.

Liquidity & Readiness Assessment
Confidential Information Memorandum

Targeted Buyer Identification

Managed Buyer Process
Negotiation & Deal Structuring
Due Diligence Management
Sell-Side M&A in Action

Family-Owned Manufacturer: Sale to Strategic Acquirer

Manufacturing Sector | Sell-Side Advisory

A multi-generational, Texas-based manufacturing company engaged Westlake to run a full sell-side process. Westlake managed the end-to-end process, from materials preparation and buyer outreach through LOI negotiation and close, identifying a strategic acquirer whose values and operating philosophy aligned with the family’s legacy priorities.

Results: Successful sale to a strategic acquirer backed by a specialty insurance holding company, preserving the company’s culture and strengthening its foundation for future growth.

"Our family has always taken pride in building structures that endure and supporting the communities that make our market thrive. I am confident that this move will strengthen our foundation for the future. We are grateful to Westlake Securities for their guidance and industry insight throughout this process."
INFRASTRUCTURE SERVICES CEO
SELL-SIDE TRANSACTION
Our Sell-Side M&A Process

How We Run a Sell-Side M&A Engagement

Every transaction is different. But our process is consistent, disciplined, confidential, and built to surface maximum value at every stage.

01 / Assessment

We evaluate your business, profile, identify readiness gaps, and develop a clear picture of your company before we consider taking it to market.

02 / Positioning & Preparation

We learn everything we can about your business, then build the narrative, materials and presentation to tell your story in the best possible light.

03 / Sourcing and Outreach

We run a targeted, confidential process to reach strategic acquirers, PE groups/firms and family offices.

04 / Negotiation and LOI

We manage competing offers, protect your company and leverage and help you choose the right partner. We also help to evaluate everything from price, to terms, culture, post close asks, and more.

05 / Due Diligence and Closing

We stay engaged throughout the entire process, from due diligence to close, driving the deal across the finish line.

RECENT TRANSACTIONS

Sell-Side M&A

Frequently Asked Questions

Questions?

Here are a few quick answers to some of our most asked questions.

What is sell-side M&A advisory?
Sell-side M&A advisory is the process of representing a business owner in the sale of their company, from preparation and positioning through buyer outreach, negotiation, and closing. A sell-side advisor runs the process on your behalf, manages buyer relationships, and works to maximize both the value and the terms of the transaction. The goal isn't just to find a buyer. It's to find the right buyer, create genuine competition, and close on your terms.
How do I know if my business is ready to go to market?
Readiness isn't just about financial performance, it's about how your business will hold up under the scrutiny of a professional diligence process. The businesses that close at premium valuations have clean, well-organized financials, a management team that can operate without the owner, low customer concentration, and a clear growth story. If you're unsure where you stand, that's exactly what our initial conversation is designed to assess.
How does Westlake find and approach buyers?
We build a customized buyer universe for every engagement, drawing from both financial buyers (private equity, family offices, search funds) and strategic acquirers in your sector. Outreach is targeted and confidential. We don't broadcast your business to anyone willing to sign an NDA. We approach qualified buyers who have a genuine acquisition thesis that fits your company, which protects confidentiality and produces better-quality offers.
How do I get started?
We'll start with a confidential conversation to discuss your business, your goals, and your timeline. We'll tell you plainly where you stand, what the process would look like, and whether now is the right time to move. Most owners tell us they wish they'd had that conversation sooner.
OWNER / CEO Note

“Most owners will sell a business once in their lifetime. We’ve done it hundreds of times. That asymmetry of experience is exactly why having the right advisor at the table isn’t optional. It’s the difference between a good outcome and a great one.” — Matt Andersen, Westlake CEO

Ready to get started?

Direct: (512) 314.0716

Our team is here to help you navigate growth, transitions, and strategic opportunities through tailored advisory services. When the stakes are high, our team brings the experience to move with confidence.

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GROWTH | M&A ADVISORY | CAPITAL PLACEMENTS

Contact Info

(512) 314-0716
INFO@WESTLAKESECURITIES.COM

Office Address

108 Wild Basin Rd S Suite 250, Austin, TX 78746

Schedule a Confidential Discussion

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