Trusted guidance for the middle market moments that matter

Matt Andersen – CEO, Author, Speaker

Matt Andersen, CEO of Westlake Securities
CEO, Author, Speaker

Matt Andersen

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Email

info@westlakesecurities.com

Phone Number

(512) 314-0716

Matt Andersen — Founder, CEO & Author | Westlake Securities

  • Founder & CEO, Westlake Securities (2003–present)
  • 175+ closed Capital and M&A transactions
  • Keynote + Executive Speaker — YPO, WPO, Vistage, CEO Forums

Matt is the CEO of Westlake. Over the past 27 years, he has worked on over 175+ completed transactions totaling over $5.8 billion in debt, private placement and M&A value. Matt has gained in-depth experience working with companies from the lower middle market up to public companies with market capitalizations in excess of $1.7 billion.

 

Since joining Westlake in 2014, Matt has advised companies with a combined annual revenue of over $4 billion in the areas of strategy, capital, finance, and M&A. He currently sits on the board of three companies.

 

In past roles, Matt has had full operational and P&L responsibility for a NYSE-listed company division with $15 million of EBITDA, led a multi-million-dollar revenue geographic territory for a privately held company, and oversaw a multi-million-dollar revenue product line for a NYSE-listed company.

 

Matt is a best-selling author of two #1 best selling books “Completing the Deal” and “Intentional Growth“, and speaks internationally on the topics of growth, capital, and M&A.

 

Matt has an MBA in banking and has attended executive programs at Harvard and the University of Chicago. Matt holds Series 6, 7, 63, 65, 24, 27, and 79 FINRA licenses. 

Highlights

1
Series 79 & 63 Licensed
FINRA-licensed investment banker through FNEX Capital, LLC — Member of FINRA and SIPC
2
Published Author
Two books with Fast Company Press — Completing the Deal and Intentional Growth

Recent Awards

  • 2026 Nominated for Best CEO in the Austin Business Journal
  • ACG Austin / San Antionio Deal of the Year Finalist — Heath Consultants Divestiture
  • ACG Austin/San Antionio Deal of the Year Finalist — Heldenfels Enterprises
  • ACG Houston Deal of the Year — Heath Consultants Divestiture
  • D Magazine CEO of the Year Finalist
  • ACG Austin/San Antonio Deal of the Year Finalist - Viking Fence

Two Published Books // Speaker Series

AMAZON BEST-SELLER

Completing the Deal

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A proven roadmap for middle market business owners navigating the complexities of a successful M&A transaction, from first conversation to closing day.

Everything you need to know to sell your business on your terms, with the confidence that comes from understanding every step of the deal.

COMING SOON

Intentional Growth

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A strategic framework for business owners who want to build a company that grows with purpose, and is worth more when it’s time to sell.

How to align your vision, operations, and value drivers so your business becomes exactly what you want it to be.

 

Matt Andersen in the Press

Podcast Appearances

Intentional Company PodCast

PRESS KIT

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Interested in working with us?

Direct: (512) 314.0716

Our team is here to help you navigate growth, transitions, and strategic opportunities through tailored advisory services. When the stakes are high, our team brings the experience to move with confidence.

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