Westlake Securities Overview

  • Service
  • Investment Bank

  • Year Founded
  • 2003

Year Founded

  • Employees
  • 25

Employees

  • Serviced Companies
  • 105

  • Serviced Deals
  • 57

  • Serviced Investors
  • 8

Westlake Securities General Information

Description

Founded in 2003, Westlake Securities is a middle-market investment bank founded in 2003 and headquartered in Austin, Texas. The firm provides a number of services including - M&A advisory to owners seeking to acquire or exit businesses - Public and private equity and debt placements for firms pursuing capital - Capital formation support for expansion or growth - Liquidity, liquidation, and restructuring advisory, strategies and support - Management consulting, finance and strategic support - Onsite and remote fractional and interim CFO, CMO and CEOs.

Contact Information

Year Founded
2003
Service Provider Type
Investment Bank
Corporate Office
  • 108 Wild Basin Road
  • Suite 250
  • Austin, TX 78746
  • United States
+1 (512) 000-0000

Westlake Securities Services to Companies

Service on a Deal (57)

Company Name Service Provided Deal Date Deal Type Deal Amount
Best Chicago Meat Company Advisor: General Oct 2023 00000 0000000
Buda Woodworks Advisor: General Oct 2023 00000 0000000
Union (Financial Software) Advisor: General Aug 2023 00000 0000000
Affy Tapple Advisor: General Jun 2023 00000 0000000
FirstClose Advisor: General Apr 2023 00000 0000000
Miracle Noodle Advisor: General Sep 2022 00000 0000000
Viking Fence Company Advisor: General Sep 2022 00000 0000000
Supero Healthcare Solutions Advisor: General Aug 2022 00000 0000000
IPM Foods Advisor: General Jun 2022 00000 0000000
Crushing Tigers Advisor: General May 2022 00000 0000000
You’re viewing 10 of 57 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Westlake Securities Services to Investors

Service on a Deal — Buy Side (9)

Investor Name Service Provided Deal Date Deal Type Deal Amount
GTI Energy Advisor: General Feb 2022 00000 0000000
Nation Wide Products Advisor: General Dec 2021 00000 0000000
FirstClose Advisor: General Apr 2021 00000 0000000
Nation Wide Products Advisor: General Jul 2020 00000 0000000
Fitness Kitchen Advisor: General Oct 2019 00000 0000000
Keystone Bancshares Advisor: General Oct 2018 00000 0000000
US Shale Solutions Advisor: General Aug 2014 00000 0000000
Basin Holdings Advisor: General Jul 2013 00000 0000000
Owner Resource Group Advisor: General Jun 2012 00000 0000000
To view Westlake Securities’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (3)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Heath Consultants Advisor: General Aug 2022 00000 0000000
Ormet Advisor: General Jun 2011 00000 0000000
Perseus (Bethesda) Advisor: General Jan 2009 00000 0000000
To view Westlake Securities’s complete services on a deal — sell side history, request access »

Westlake Securities Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Westlake Securities‘s full profile, request access.

Request a free trial

Westlake Securities Team (46)

Name Title Deals Office Contact
Info
Kevin Brady Managing Director & Head of CFO Services Austin, TX
Liz Schwab Managing Director & Head of CMO Services Austin, TX
Billy Utt Managing Director Austin, TX
David McLaughlin Managing Director 0 Austin, TX
Jon D'Andrea Managing Director 0 Austin, TX
You’re viewing 5 of 46 team members. Get the full list »

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »