Various Paths to Capital
We work on a wide range of capital structures, from senior debt refinancing and growth credit facilities to minority equity and full recapitalizations. Whatever your situation, we’ll help you find a structure that fits your goals and your timeline.
Equity / Minority Recapitalization
Growth Equity & Minority Recap
Best for: CEOs who want capital and partnership without giving up control
Senior & Subordinated Debt
Debt Financing & Refinancing
Best for: CEOs looking to optimize their capital structure or fund a specific initiative
FULL RECAPITALIZATION
Full Recap & Restructuring
Best for: CEOs resetting the capital structure ahead of a major strategic move
Best Capital Placement Advisory | The Right Partner Makes All the Difference
Every meaningful growth move requires capital. But not all capital is created equal. The structure of a deal, the flexibility of a lender, and the alignment of an equity partner can either accelerate your plans or quietly constrain them for years.
Most middle market CEOs don’t have a team dedicated to evaluating capital options, building relationships with lenders and investors, or running a competitive process to find the best fit. That’s what we do. We bring institutional-grade capital market access to founder-owned and operator-led businesses, handling everything: sourcing, structuring, and closing the right solution so you can focus on running the company.
Growth-ready organizations know their cost of capital, understand how financial markets view their industry, and have built credibility with stakeholders who will be called upon to support expansion.
CAPITAL PLACEMENTS | MANUFACTURING | INDUSTRIALS
Case Study: Credit Facility for Manufacturer Fueling Production Expansion
A leading manufacturing and distribution company needed a senior credit facility to fund production capacity expansion and support continued growth. Westlake served as exclusive financial advisor, running a targeted lender outreach process that surfaced the right capital partner, structuring a senior credit facility with a capital partner aligned to the company’s operational needs and growth plan.
Facility closed on terms that supported the company’s planned capacity investment, providing the financial foundation to scale production and strengthen its competitive position in the market.
How We Run a Capital Raise Engagement
We manage every stage so you have access to the full market, not just the obvious options.
We evaluate your business, your goals, your timeline and more to determine the right capital structure for your company (size, type, terms, etc.) before approaching a single source.
We prepare the investment narrative, financial model, and lender and investor materials to present your business and capital needs in the most compelling light.
We approach the right lenders, private equity groups, family offices and other capital sources, to run a competitive process and surface multiple options.
We evaluate term sheets, negotiate structure and covenants, and manage the diligence and legal process through to a clean, efficient close.
Capital Placements / Capital Raising Advisory Transactions
Questions?
Here are a few quick answers to some of our most asked questions.
What types of capital does Westlake help companies raise?
What are typical deal sizes for capital placements?
What is a minority recapitalization and is it right for our company?
What industries does Westlake serve?
How long does a capital raise typically take?
How do I get started?
“Whether you need growth capital, a minority recapitalization, or debt financing, we source and structure the right capital solution for your business and manage the process from first conversation to close.” — Matt Andersen, Westlake CEO
Ready to Build Sustainable Enterprise Value?
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.
