Westlake Securities Overview

  • Service
  • Investment Bank
  • Founded
  • 2003
Founded
  • Employees
  • 14
Employees
  • Serviced Companies
  • 98
  • Serviced Deals
  • 40
  • Serviced Investors
  • 8

Westlake Securities General Information

Description

Founded in 2003, Westlake Securities is an Austin, Texas-based boutique investment banking firm that provides financial advisory services to middle-market companies. The service areas of the firm include mergers and acquisitions, debt and equity capital raising, turnaround advisory, financial and integration advisory, and management advisory.

Contact Information

Year Founded
2003
Service Provider Type
Investment Bank
Primary 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 (40)

Company Name Service Provided Deal Date Deal Type Deal Amount
Drafft Root Beer Advisor: General Feb 2021 00000 0000000
000 00000 Advisor: General Dec 2020 00000 0000000
00000 00000 Advisor: General Nov 2020 00000 0000000
0000 0000000 0000 Advisor: General Nov 2020 00000 0000000
0000000 00000 Advisor: General Sep 2020 00000 0000000
000000000 00000000 Advisor: General Jul 2019 00000 0000000
0000000000 Advisor: Financial Due Diligence Sep 2018 00000 0000000
00000000 0000 & 00 Advisor: General Jun 2018 00000 0000000
SitePro Legal Advisor Jun 2018 00000 0000000
Alkami Advisor: General Aug 2017 00000 0000000
You’re viewing 10 of 40 services to companies. Get the full list »
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Westlake Securities Services to Investors

Service on a Deal — Buy Side (7)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Nation Wide Products Advisor: General Jul 2020 00000 0000000
0000000 0000000 Advisor: General Oct 2019 00000 0000000
00000000 000000 (0 Advisor: General Sep 2019 00000 0000000
00000000 000000000 Advisor: General Oct 2018 00000 0000000
00 00000 000000000 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 (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Ormet Advisor: General Jun 2011 00000 0000000
0000000 (00000000) 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

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Westlake Securities Team (29)

Name Title Deals Office Contact
Info
Matthew Andersen President, Managing Director, Board Member & Chief Executive Officer 00 Austin, TX
Grant Pritchard Managing Director Austin, TX
Jon D'Andrea Managing Director 0 Austin, TX
Mark Austin Managing Director 0 Austin, TX
Wilson Allen Managing Director 0 Austin, TX
You’re viewing 5 of 29 team members. Get the full list »