Refinancing Strategies for Middle-Market Companies

Austin, Texas – May 27, 2025 // Westlake Securities (“Westlake”), a leading lower-middle market investment bank, is pleased to share the release of a new guide designed to help middle-market companies navigate the complexities of refinancing.

Refinancing can be a critical tool for optimizing a company’s capital structure, but it often involves layered decisions around debt terms, timing, and lender dynamics. Westlake’s latest guide outlines key strategies and considerations to help business leaders make informed decisions and position their companies for long-term financial health.

If you’d like to receive a copy of the guide or speak with our team about how refinancing strategies could benefit your business, please contact Liz Schwab at [email protected].

 About Westlake Securities

Westlake Securities is a leading lower-middle market investment bank based in Austin that provides a comprehensive suite of investment banking services to companies throughout the United States. The firm focuses on mergers and acquisitions, private placements, liquidity, liquidation, and restructuring advisory, management and growth consulting, and on-site and remote fractional and interim c-suite roles for a broad array of industries. To learn more about Westlake Securities, visit westlakesecurities.com.