GROWTH | CAPITAL | M&A

Grow With Intention.
Exit On Your Terms.

Westlake Securities partners with middle market CEOs, founders, and business owners to build companies with intention and create liquidity on their terms. $6.7B+ in closed transactions. 23+ years of results.

Explore Intentional Liquidity
Explore Intentional Growth
# 1
Middle Market Deal Volume*
$ 1 B+
Transaction Value Closed
+
Companies Advised
1 +
Years Advising
1 X+
Industry Recognized Awards
Built for the Middle Market

We Create Outcomes that Matter With An Approach As Unique As The Company You’ve Built

Every owner’s journey is unique. That’s why our approach is never one that’s pulled off a shelf. At Westlake Securities, we take a holistic view of your business, your goals, and your timeline, crafting a strategy as distinct as the company you’ve built. From first conversation to final outcome, we align every step with what matters most to you.

I'm interested in Growing
I'm interested in Selling
I'm interested in Exploring Liquidity
What Our Clients Have to Say

$6.7B

Transaction Value Closed

Westlake Securities helps middle market CEOs achieve intentional results through strategic M&A advisory, capital solutions, and long-term planning built around what matters most to your business.

Outstanding Clients
Transformational Results

Solutions Tailored to Your Needs

Two Paths, One Partner.
Let’s Unlock Value.

Whether you’re building enterprise value or unlocking it, we deliver unmatched outcomes for middle market CEOs, Founders and Owners. 

GROWTH / M&A / CAPITAL PLACEMENTS / Buy-Side Advisory

Ready to Grow?

Readiness Assessment
Example Projects

Most middle market companies grow reactively, chasing short-term wins while underachieving real value. Intentional Growth starts with a clearly defined destination and reverse-engineers every decision from there.

LIQUIDITY / EXITS / SELL-SIDE M&A / ADVISORY

Ready to Explore Liquidity?

Readiness Assessment
Example Projects

A sale, recapitalization, or capital raise is a once-in-a-career event. We bring institutional-grade deal execution and a network of thousands of qualified buyers to ensure you capture maximum value, on your terms.

Your Guide to Growth and Liquidity

Speaker Series | Events | Workshops | Published Books

EVENT ATTENDEE TESTIMONIAL

“Best Presentation I’ve Ever Attended.”

Book Matt Andersen for Upcoming CEO Event
AMAZON BEST SELLER

Completing the Deal

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A proven roadmap for middle market companies 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

Pre-Order

A strategic framework for CEOs and 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 in the timeline in which you’d like to grow in.

Ready to Explore Options for Your Company?

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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GROWTH | M&A ADVISORY | CAPITAL PLACEMENTS

Contact Info

(512) 314-0716
INFO@WESTLAKESECURITIES.COM

Office Address

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

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