Westlake Securities Overview
- Service
-
Investment Bank
- Year Founded
-
2003
- Employees
-
43
- Serviced Companies
-
117
- Serviced Deals
-
73
- Serviced Investors
-
12
Westlake Securities General Information
Description
Founded in 2003, Westlake Securities is a middle-market investment bank headquartered in Austin, Texas. The firm provides services related to mergers and acquisitions advisory, public and private equity and debt placements, liquidation, capital formation support for expansion or growth, restructuring advisory, strategies, and support, management consulting, finance, and strategic support.
Contact Information
Website
www.westlakesecurities.comYear Founded
Corporate Office
- 108 Wild Basin Road
- Suite 250
- Austin, TX 78746
- United States
Westlake Securities Services to Companies
Service on a Deal (73)
Westlake Securities has provided services on 73 deals. It last acted as a general advisor to Watermark Commercial Contractors on a . The deal was made in 2026.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Watermark Commercial Contractors | Advisor: General | Sep 2026 | ||
| SolvChem | Advisor: General | Aug 2026 | ||
| Unify Energy Solutions | Advisor: General | Jul 2026 | ||
| TEC Group (Other Commercial Services) | Advisor: General | Jun 2026 | ||
| LOA Roofing & Construction | Advisor: General | Jan 2026 | ||
| NaturPak | Advisor: General | Dec 2025 | ||
| Heldenfels Enterprises | Advisor: General | Dec 2025 | ||
| Leasepoint Funding Group | Advisor: General | Oct 2024 | ||
| Partners (Real Estate Services (B2C)) | Advisor: General | Jul 2024 | ||
| Affy Tapple | Advisor: General | Jun 2024 |
Westlake Securities Services to Investors
Service on a Deal — Buy Side (13)
Westlake Securities has provided buy side services on 13 deals. It last acted as a general advisor to Watermark Commercial Contractors on a . The deal was made in 2026.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Watermark Commercial Contractors | Advisor: General | Oct 2026 | ||
| Varde Partners | Advisor: General | Nov 2024 | ||
| Sanity Solutions | Advisor: General | Apr 2024 | ||
| Viking Fence Company | Advisor: General | Feb 2024 | ||
| GTI Energy | Advisor: General | Feb 2022 | ||
| Nation Wide Products | Advisor: General | Dec 2021 | ||
| FirstClose | Advisor: General | Apr 2021 | ||
| Nation Wide Products | Advisor: General | Jul 2020 | ||
| Fitness Kitchen | Advisor: General | Oct 2019 | ||
| Keystone Bancshares | Advisor: General | Oct 2018 |
Service on a Deal — Sell Side (5)
Westlake Securities has provided sell side services on 5 deals. It last acted as a general advisor to Heath Consultants on a . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Heath Consultants | Advisor: General | Jul 2025 | ||
| Heath Consultants | Advisor: General | Jun 2025 | ||
| Heath Consultants | Advisor: General | Aug 2022 | ||
| Ormet | Advisor: General | Jun 2011 | ||
| Perseus (Investment Banks) | Advisor: General | Jan 2009 |
Westlake Securities Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Westlake Securities FAQs
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When was Westlake Securities founded?
Westlake Securities was founded in 2003.
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Where is Westlake Securities headquartered?
Westlake Securities is headquartered in Austin, TX.
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What is the size of Westlake Securities?
Westlake Securities total number of employees/professionals is 43.
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What service provider type is Westlake Securities?
Westlake Securities's service provider type is Investment Bank.
-
What companies has Westlake Securities invested in or acquired?
Westlake Securities has invested in or acquired companies Elute and VidaCare.
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