is helping you find the best buyer, seller, or capital for your middle market business
Mergers & Acquisitions
M&A advisory services for middle market companies with enterprise values of $10 million to $250 million. Both sell-side and buy-side services offered.
Source funding for your business with our bankers who connect qualified investors with quality investments. Placements range from $5 million to $200 million.
Private Equity Services
Helping private equity fund managers find capital, source and exit their portfolio investments, and pursue add-on acquisitions.
Independent market valuation of your business for potential buyers/investors, and fairness opinions for transactions.
Westlake Securities is a middle market investment bank, founded in 2003, with offices in Austin, Houston, Lafayette, and in North Palm Beach. The Firm's principals come from diverse backgrounds, including investment banking, owning and operating businesses, private equity, securities sales and trading, corporate operations, securities law, and venture capital. Westlake delivers superior execution and results to its clients with our deep transactional experience, comprehensive technical analysis and hands-on involvement of our senior professionals. We view our clients as partners, working closely with them to develop a deep understanding of their businesses and their financial and operational objectives.
North Palm Beach Office
Knowlegeable. Experienced. Helpful.
Sale of Company to GTI International
Merger and Recapitalization by Prudential
Capital Raise – Tequila 512
Sale of Company to US Shale
Leveraged Recapitalization of Trinity Forge
Sale of Company to Industrial Acoustics, a portfolio co. of AEA Investors
Sale of Company to Inoca Holdco II
Senior Debt & Equity Financing by Capstar Partners and Cadence Bank
Senior Secured Notes _ ION Geophysical
Convertible Notes – Energy XXI
Senior Secured Debt Financing by Texas Capital Bank
Subordinated Debt Financing by Main St Capital Corp.