Our focus

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.

Private Placements

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.

Valuations

Independent market valuation of your business for potential buyers/investors, and fairness opinions for transactions.

About US

Westlake Securities

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.

  • Austin office
  • Houston Office
  • Lafayette Office
  • North Palm Beach Office

Our Team

Knowlegeable. Experienced. Helpful.
Matthew P. Andersen
Matthew P. Andersen
President & CEO
Wilson Allen
Wilson Allen
Managing Director
Randy Finch
Randy Finch
Managing Director
Ben Davis
Ben Davis
Managing Director
Calvin Lau
Calvin Lau
Chief Financial Officer
Christopher D. Casey
Christopher D. Casey
Managing Director
Josh Cobb
Josh Cobb
Vice President
Jon D’Andrea
Jon D’Andrea
Vice President
Fleur Robinson
Fleur Robinson
Business Development Director

Testimonials

The experience of one client may not be representative of the experience of others and past performance is no guarantee of future performance.

Get in touch

Telephone: (512) 314-0711

Find Us

Austin

Houston