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
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
Celebrating Five Years of Impact: Kevin Brady’s Westlake Anniversary Westlake Securities is proud to celebrate Kevin Brady’s five-year anniversary with the firm. As Managing Director
Celebrating 17 Years of Impact: Jon D’Andrea’s Westlake Anniversary Westlake Securities is proud to celebrate Jon D’Andrea’s one-year anniversary with the firm. As Managing Director,
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 Two Years of Impact: Stephen Daubert’s Westlake Asset Management Anniversary Westlake Securities is proud to celebrate Stephen Daubert’s two-year anniversary with the firm. As
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