Middle Market Deal Volume*

$6.7B+

Transaction Value Closed

400+

Companies Advised

23+

Years Advising

10X+

Industry Recognized Awards

WHAT WE DO

Intentional Growth: Growth and Expansion Advisory Services for Middle Market Companies

Intentional Growth isn’t one-size-fits-all. Depending on where you are and where you’re going, the right path may look different. We help middle market companies grow in 3 key ways:

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FULL GROWTH ADVISORY

Growth Advisory

Our flagship advisory service. We work alongside your leadership team to define your destination, build the plan, and execute with discipline across every stage, from goal setting through to your eventual liquidity event.

Best for: CEOs who want a full
growth partner

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Growth Through Acquisition

Buy-Side M&A

Acquiring another company is one of the highest-return growth strategies available to middle market CEOs when done right. We identify, approach, and close the right targets for you, end to end.

Best for: CEOs looking to grow
through strategic acquisition

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CAPITAL PLACEMENTS / CAPITAL RAISING

Capital Placements

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.

Best for: CEOs who need capital
to fund their next phase of growth

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Intentional Growth in Action

Case Study: Growth Through Strategic Advisory

When Company A first engaged Westlake Securities, the ask was straightforward: help us grow and scale. Our team was ready.

We set out on a multi-year Intentional Growth strategy: a strategic acquisition, a new facility investment, and key leadership hires. The result was a $50M+ recapitalization, a successful acquisition and ultimate sell. Dramatically more value than any early sale would have generated.

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“When growth is pursued with intention, it becomes one of the most rewarding journeys a leader can take”

Kevin Brady

Managing Director

RECENT Transactions

Growth Transactions

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Frequently Asked Questions

Questions?

Here are a few quick answers to some of our most asked questions.

What is Intentional Growth?

Intentional Growth is a core advisory service of Westlake Securities. After advising 400+ middle market companies across M&A, capital raises, and growth strategy over 23+ years, we built our Intentional Growth advisory service for CEOs who are serious about changing their growth trajectory and their timeline. We offer companies 3 paths to growth: (1) full growth advisory, which often includes buy-side advisory, capital placements and more, (2) buy-side advisory and (3) capital placements.

What makes Westlake's Intentional Growth different from what other investment banks do?

Most investment banks engage only when a business owner is ready to sell or raise capital. We too offer those services, but often times, we see potential for CEOs and owners to create more value before selling. Westlake works alongside CEOs before any transaction, helping first to identify the best path forward. Westlake's approach is built on a proprietary framework developed by CEO Matt Andersen over 23+ years of advising 400+ middle-market companies.

When should I choose a Growth Advisor

Engage us when you’re preparing to raise capital, evaluate an acquisition, or scale operations and need strategic, finance-driven guidance to ensure your next move accelerates enterprise value. Ideally, this would be within 6 months to 3 years in advance of when you'd like to make a transaction. We always recommend at least starting with a preliminary discussion to determine what the right timing is for your company based on your unique circumstances.

How do I know if my company is ready to grow?

Westlake's Organizational Readiness Assessment evaluates a company's growth readiness across five dimensions: Customers and Markets, Employees and Resources, Senior Management Team, External Capital Environment, and The Leader. Most leadership teams find at least one meaningful gap when they go through this diagnostic honestly. The assessment is available as a free download and is the starting point for every Westlake Intentional Growth engagement.

How do I get started?

Every Westlake Intentional Growth engagement begins with a confidential conversation. The conversation is an opportunity to discuss your company's current situation, your growth goals, and whether Westlake's advisory is the right fit. You can schedule a call directly at westlakesecurities.com/contact or call (512) 314-0716.

What type of companies does Westlake Securities Work With?

We specialize in advising:
Middle Market companies seeking to grow faster
Companies across a variety of industries, including, but not limited to: consumer goods, manufacturing, industrial, healthcare, business services, technology, and financial sectors
Family-owned and founder-led companies
Private equity and venture-backed businesses
Corporate divisions evaluating options
Our clients rely on us to bring clarity to complex capital decisions, provide institutional access, and execute with precision.

What makes Westlake Securities a Top Independent Investment Bank?

The proof is in the numbers. The Westlake Securities team has advised CEOs and Companies for 23+ Years | $6.7B in Transactions Value. We close more transactions than any other lower middle market investment bank in our region.

OWNER / CEO Note

“Leaders need to focus on growth that is scaled, professionalized, fast moving, and sustainable. In other words — Intentional Growth.” — Matt Andersen, Intentional Growth (Fast Company Press)

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QUICK LINKS >>

Sell-Side M&A

Intentional Liquidity

Capital Placements

Buy-Side M&A