Trusted guidance for the middle market moments that matter

Matt Andersen – Speaker Series

Three Exclusive Speaking Series Designed for CEOs and Founders

Three exclusive speaking series designed for the C-suite audiences you gather. From capital markets mastery to the future of AI in dealmaking to an entirely new growth framework: Intentional Growth.

WESTLAKE SECURITIES CEO & AUTHOR

Matt Andersen

CEO of Westlake Securities and author of Completing the Deal and Intentional Growth, Matt has guided hundreds of middle-market company leaders through their most consequential decisions.

175+

TRANSACTIONS CLOSED

$5.7B

M&A & CAPITAL VALUE

23+ Years

INVESTMENT BANKING

3 in Series

INTERNATIONAL SERIES

About MATT

A Seasoned Dealmaker, Value Creator and Compelling Speaker.

“It Was The Best Presentation I Have Heard.”

Organizing a CEO summit, annual conference, or peer forum is no small undertaking. Your audience is discerning, time-compressed, and hungry for relevance. Matt Andersen delivers. Whether the conversation is capital markets, the art of the deal, AI’s impact on transactions, or building companies with intention, Matt brings frank, first-hand expertise that stays with a room long after the session ends.

As CEO of Westlake Securities, the #1 middle-market investment bank in Central Texas by deal count,  Matt has spent over two decades inside the most pivotal conversations a company leader will ever have. He has closed more than 150 transactions totaling over $5.2 billion in private placement and M&A value.

His Amazon bestseller, Completing the Deal, grew from a simple observation: CEOs deserved a straightforward, practical guide to M&A. His 2027 speaker series extends that mission and introduces the next chapter: Intentional Growth.

2027 speaker series

Three Distinct Series.
One Exceptional Speaker.

Each series is crafted to deliver maximum relevance and takeaway value for the CEOs in your audience. Available as keynotes, half-day workshops, or multi-session formats.

SERIES 1

Completing the Deal Live

Built on the foundation of Matt’s Amazon bestselling book, Completing the Deal, this flagship series takes leaders inside the real dynamics of today’s capital markets and M&A landscape. It delivers a candid, experience-driven look at how successful transactions actually unfold — from early positioning through post-close value realization.

In a market where timing, preparation, and positioning can dramatically impact outcomes, this series helps CEOs and founders navigate the process with clarity and control. Matt breaks down what separates average outcomes from premium exits — and how leaders can begin shaping results long before going to market.

Participants gain a practical, end-to-end perspective on the transaction lifecycle, with a focus on readiness, leverage, and informed decision-making at every stage.

  • Understanding today’s capital markets and what’s driving buyer behavior
  • Preparing early: strategic positioning and timing your exit
  • The critical decisions that impact valuation before, during, and after a deal
  • Building toward a premium outcome through intentional value creation

SERIES 2

The Role of AI in Completing the Deal

As artificial intelligence reshapes the M&A landscape, this series gives leaders a clear, practical understanding of how AI is influencing every stage of the deal process. From sourcing opportunities to diligence and negotiation, AI is quickly becoming a competitive advantage.

This session focuses on real-world applications that are already changing how deals are identified, evaluated, and executed. Leaders will see how buyers are using AI to move faster, assess risk more effectively, and uncover opportunities that were previously difficult to detect.

It also helps sellers prepare for this shift — ensuring they remain competitive in a market where expectations are rising and information gaps are shrinking.

  • How AI is changing deal flow and sourcing
  • AI-driven due diligence: speed, risk, and opportunity
  • What buyers are doing differently and what sellers must know
  • Practical AI tools for CEOs preparing for a transaction

SERIES 3

Intentional Growth

Based on Matt's upcoming book, Intentional Growth: A Proven Guide to Higher Performance and Better Outcomes for Your Company, this series gives CEOs a practical framework for replacing reactive growth with something far more powerful, purposeful, disciplined progress that compounds over time.

In an era where tools and strategies are abundant but results remain fragmented, the companies that win aren't the ones doing more. They're the ones doing it with intention. Drawing on twenty-five years of advising founders, executives, and boards, Matt shows leaders how to align strategy, operating decisions, and investment choices around clearly defined outcomes — and how to turn that alignment into lasting enterprise value.

  • Shifting from reactive to intentional: why ambition without structure rarely scales
  • Aligning strategy, execution, and investment around outcomes that actually matter
  • The operating disciplines that drive sustainable performance and how to measure what’s working
  • Moving beyond incremental progress toward extraordinary outcomes, greater resilience, and long-term value

Testimonials

Reviews & Feedback

Matt’s speaking series has already resonated with audiences across various industries. He has delivered talks to CEO forums, higher education institutions, and other professional groups, receiving overwhelmingly positive feedback.

Whether you’re a seasoned executive or just starting your journey in mergers and acquisitions, Matt’s insights can help you navigate the complexities of the deal-making process with confidence.

"Great content. Matt was engaging and thoughtful with the information he shared. He provided content that was helpful to all of our Vistage members. We really enjoyed his presentation and learned a lot. Well done, Matt and thank you again."
Vistage Chair
2025
"Everything was educational and extremely informative. Wonderful presentation!!! I'd recommend for mature clients looking for an exit or debt and equity structuring. Matt was very personable, explained things thoroughly and answered all the questions are group had.
Event Organizer
2025
"Matt did an excellent job of providing focused information that was relevant to my group. He answered their questions and provided additional feedback and offered to follow-up with each to provide information specific to their business. He also gave everyone a copy of his book and a workbook. I would recommend Matt to any CEO group that is interested in learning more about M&A activity."
Vistage Chair
Event Attendee
"Your discussion on leverage buyouts, particularly the increasing role of senior lenders in private equity transactions, was highly interesting and helpful. Your presentation was especially timely as we are focusing on expanding our client base and targeting a similar customer profile to the one you presented."
Attendee
2025
"I had the pleasure of welcoming Matt Andersen, author of Completing the Deal, as a guest speaker to our CEO peer advisory group and he did not disappoint. Matt has a rare ability to take complex topics like capital raising, mergers and acquisitions, and business structuring and make them genuinely accessible and actionable. His warmth and approachability made the session feel like a conversation rather than a lecture, and our members walked away thinking differently about how to grow their businesses."
CEO Forum Lead and Chair
2026
"Thank you for leading our WPO Platinum Group through a great session on Completing the Deal. Your content was rich and relevant and your style was interactive and relatable. Your commitment to bringing value to our meetings was delivered on, and for which I personally want to thank you. On behalf of all our members, thank for you making the trip and spending a meaningful day with us.
WPO
2025
"We're proud to have a leader like Matt Andersen as a member of the Texas Business Leadership Council "
Texas Business Leadership Council
2025
"Matt was one of the best speakers we have had. It was a good interactive presentation, and questions were answered thoroughly. Matt's personality, knowledge and how he delivered his presentation were all 10 out of 10! He offers great information and presents it well. "
CEO Forum
2025

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(512) 314-0716
INFO@WESTLAKESECURITIES.COM

Office Address

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

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