AUSTIN's PREMIER BOUTIQUE INVESTMENT BANK
The Longest Running Investment Bank in Central Texas
Growth, M&A and Capital Raising for Middle Market Companies

Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.
We specialize in partnering with middle market companies seeking to maximize shareholder returns through value added growth and/or a liquidity event.

MERGERS & Acquisitions: Sell-side
We provide M&A advisory services for middle market companies with enterprise values of $10MM to $250MM. When we’re representing clients on the sell-side, we advise companies through the strategy and execution steps necessary for a successful transaction. We customize each process to fit the needs of our clients to ensure the best possible outcome.
MERGERS & ACQUISITIONS: BUY-SIDE
We have served and advised a significant number of middle-market companies through buy-side acquisitions as a key piece of their growth path. Given our vast experience over the past 20 years advising companies through buy transactions, we have created a seamless, comprehensive process to ensure a smooth experience.
CAPITAL PLACEMENTS
We partner with management to formalize their capital needs, create the requisite financial models, and prepare for the due diligence process necessary to attract and successfully place capital. Utilizing debt, equity, or a combination of both, we work with middle market companies needing $5MM to $200MM to execute their vision.
GROWTH ADVISORY
Combining extensive M&A and capital placement experience, we assist with the formation of strategies and capital needed to rapidly expand a business. Growth advisory projects typically require the deployment of $15MM or more of capital and/or making multiple acquisitions in the execution of a roll-up strategy.
CMO / MARKETING SERVICES
Ensuring a company is putting their best foot forward in the eyes of potential investors and showing the path to increasing revenues. Fractional CMO services can maximize the visual representation of a brand in the marketplace, show the companies opportunities within the landscape, execute on growth initiatives, and create a tangible view of the future.
CFO SErvices
Preparing for financing or a large transaction. The industry has shown how significantly valuation can be impacted by perceived risks as investments are considered. Financial information, systems, reporting and processes have to be as clear as possible to potential investors and lenders. Best in class financials include Financial Statements which are easily understood and audited/audit ready financial statements. A fractional / interim CFO will ensure that there will be no financial surprises for all parties involved.
MANAGEMENT ADVISORY
Whether there is a challenge or opportunity with the business, we advise Boards and CEOs on a course of action that preserves and grows shareholder value. Our real-time market knowledge, breadth of corporate finance experience, and resources allow us to bring actionable advice and plans to the table when it is needed most.
FINANCIAL & INTEGRATION ADVISORY
We assist with CFO-level projects and partner with management to better understand the financial levers, and to prepare the business for organic growth, capital raising, or M&A activity. Post-closing there are often needed integrations that occur. With decades of M&A experience, our team can help ensure the long term success of an acquisition post-close.
TURN AROUND ADVISORY
If a downturn in financial performance occurs, management teams can benefit from operational advice and strategic alternatives to manage through. We assist middle market management teams and key stakeholders in seeing their businesses through a “down cycle” by partnering with them on strategic, operational and capital alternatives.

WHAT’S IT LIKE TO WORK WITH US?