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
Westlake Securities Serves as Exclusive Advisor to Heath Consultants on the Divestiture of its Locate Division to USIC Austin, Texas—July 15th, 2025 Westlake Securities (“Westlake”),
Celebrating One Year of Impact: Hannah Warrick’s Westlake Anniversary Westlake Securities is proud to celebrate Hannah Warrick’s one-year anniversary with the firm. As Senior Marketing
Matt Andersen Delivers Keynote at ACG PE2Step Conference Westlake Securities is proud to have participated in the ACG PE2Step Conference, hosted by the Association for
Westlake CEO Featured in Venturi Webinar At Westlake Securities, helping business owners plan and execute successful transitions is at the heart of what we do.
Q1/Q2 Recap and Insights Report Austin, Texas – June 3, 2025 // Westlake Securities (“Westlake”), a leading lower-middle market investment bank, is pleased to announce
Options and Planning Masterclass Sessions Austin, Texas – April 21, 2025 // Westlake Securities (“Westlake”), a leading lower-middle market investment bank, is pleased to announce
Refinancing Strategies for Middle-Market Companies Austin, Texas – April 14, 2025 // Westlake Securities (“Westlake”), a leading lower-middle market investment bank, is pleased to share
Welcome Consumer Products Leader, Matt Gase Please join us in welcoming Matt Gase to the Westlake family as our new Executive in Residence and Advisory Board member.
2025 Outlook Event Hosted by Texas Capital: Key Take-Aways Yesterday in Austin, Managing Director Jon D’Andrea attended the 2025 Outlook hosted by Texas Capital. This
Private Equity Portfolio Software Company Sale to a Strategic Acquirer Austin, Texas – January 21, 2024 // Westlake Securities (“Westlake”), a leading lower- middle market
Westlake Secures Growth Capital for LeasePoint Austin, Texas – October 16th, 2024 // Westlake Securities (“Westlake”), a leading lower- middle market investment bank, is pleased
Westlake Honored as Deal of the Year Finalist Austin, Texas – September 27, 2024 // Westlake Securities (“Westlake”), a leading lower- middle market investment bank,
Westlake Secures Acquisition Capital Commitment for Partners Real Estate Austin, Texas, July 17, 2024 // Westlake Securities (“Westlake”), a leading lower-middle market investment bank, is
Westlake Securities Advises Cadeo on Its Acquisition by Resource Innovations Austin, Texas – June 25, 2024 – Westlake Securities, a leading lower-middle market investment bank,
SolvChem Secures Senior Credit Facility from Amegy Bank Austin, Texas – June 18, 2024 – Leading lower-middle market investment bank, Westlake Securities, today announced the
Westlake Securities Advises Sanity Solutions on the Strategic Acquisition of RAM Computer Supply Austin, TX – Wednesday, April 17 – Westlake Securities, the leading middle-market
Westlake Serves as Exclusive Financial Advisor to Viking Fence Company in Acquisition of Acorn Waste Solutions We are pleased to share the news of another
What Makes a Deal Shine? The Traits of Success: We all love a good deal, but what qualities elevate them from simple transactions to resounding
Westlake Welcomes Kendall Klimitchek To CFO Services Team Westlake Securities is thrilled to announce that Kendall Klimitchek has joined our growing CFO Services team as
2024 Perspective: 3 Themes Shaping the Year As we launch into 2024, here Is our take on 3 critical factors for navigating the year ahead.