CASE STUDIES
Take a Look at Some of Our amazing projects with our clients
Strategic Divestiture to Accelerate Core Growth
Westlake Securities advised Heath Consultants, an iconic, third-generation, family-owned business with a 90+ year legacy, on…
Sell-Side | Generational Legacy, Maximized Value
Westlake Securities advised Heldenfels Enterprises, Inc., a 100+ year Texas institution, on the sale of the…
Growth + Exit: From Founder Vision to Strategic Exit
Westlake Securities partnered with NaturPak across multiple phases of its growth and through multiple transactions from…
Growth-Stage Credit Facility for High-Growth FinTech
Westlake Securities served as exclusive financial advisor to FirstClose, a leading provider of technology solutions for…
$40 Million Incremental Funding for Rapid Expansion
Westlake Securities served as financial advisor to LeasePoint Funding Group, a high-growth Austin-based fintech company, on…
$20 Million in Financing to Scale a Market Leader
Crushing Tigers secured $20 million in total financing: bank financing from a Denver-based bank and growth…
Strategic Add-On Acquisition Expands Viking’s Platform
Following Viking Fence Company’s recapitalization with Crossplane Capital, Westlake Securities continued as exclusive financial advisor, this…
Senior Credit Facility for Texas’s Largest Independent Chemical Distributor
Westlake Securities advised SolvChem, a 50+ year old, second-generation family business headquartered in Pearland, Texas, and…
