Exclusive CEO Masterclass: Intentional Growth in a Changing Capital Market Register Now A “Perfect Storm” Is Forming in the M&A Market The capital markets are
CPG M&A in 2025 and 2026: Optimism Meets Focus Schedule a Confidential Discussion Expo West Showcased Strong Energy Booths were packed.Emerging brands were sharper.Growth stories
Exclusive Masterclass: The Role of AI in Completing the Deal Register Now AI is no longer a future talking point in M&A. It’s here. As
Middle Market Outlook Sessions To help CEOs take advantage of this highly actionable market window, we’re holding a limited number of private 1:1 Middle Market
Westlake Securities Advises NaturPak on Sale to PPC AUSTIN, Texas, Jan. 6, 2026 /PRNewswire/ — Westlake Securities (“Westlake”), a leading Texas-based middle-market investment bank, today announced that it served
Westlake Securities Advises Heldenfels Enterprises, Inc. on Sale to Metromont, LLC Westlake Securities advised Heldenfels Enterprises on its sale to Metromont, uniting two iconic precast
Q3/Q4 Industrials & Manufacturing Market Snapshot: What You Need to Know Before 2026 Planning Industrials and Manufacturing M&A continues to show strength heading into 2026.
Q3 Market Snapshot: What You Need to Know Before 2026 Planning Stronger valuations. Active buyer demand. A competitive market for high-quality companies. The Q3-2025 Market
Insights from PLMA 2025: What the Private-Label Boom Means for Operators, Investors & the Middle Market The 2025 PLMA Annual Private Label Trade Show made
Build Lasting Family Enterprise Value Across Generations Family-owned businesses create extraordinary value, but sustaining that success through generational transitions requires foresight, structure, and discipline. Our
The New Rules of Growth in Consumer Goods by Matt Andersen, Matt Gase, and Stephen Daubert | Westlake Securities The consumer goods sector continues to
Beyond Budgeting: Why CEOs Need an Annual Operating Plan Q&A with a few of Westlake’s CFO Services Team Q&A with Kevin Brady, Head of CFO
Is Your Company Strategically Positioned for 2026? Whether your goals involve growth, capital planning, or exploring a potential transaction, clarity begins with a focused conversation.
5 Step Guide to Ensure Your Company Is Seen, Trusted, and Valued in a Changing Digital Landscape In our recent article, Strategic Visibility in the
Is Your Company Transaction-Ready? Whether you’re considering a capital raise, recap, or sale in the next 6–24 months, preparation is everything. We’ve created a simple 3-Step
From Strategy to Shelf: 2025 Consumer Goods Outlook The consumer goods sector continues to evolve amid inflationary pressure, shifting consumer preferences, and accelerating digital transformation.
Make 2026 Your Best Year Yet Make 2026 Your Best Year Yet It Starts with Planning, Preparation & the Right Knowledge For CEOs and founders, Q4
Annual Operating Plans: Why They Matter for Privately Held Companies Unlock Strategic Clarity Before the Year Begins Best practices for founders and CEOs in the lower
Unlock the Value You’ve Built Best practices for founders and CEOs in the lower middle market You’ve spent years building a business that serves customers, employs
Celebrating 11 Years of Impact: Matt Andersen’s Westlake Anniversary Westlake Securities is proud to celebrate Matt Andersen’s 11-year anniversary with the firm. As CEO, Matt
The Modern Liquidity Playbook: 6 Options Every Middle-Market CEO Should Know Austin, Texas – August 5th, 2025 // Westlake Securities (“Westlake”), a leading lower-middle market