Page 141 - TACC 2025 Program

Westlake’s story began over 20 years ago as Central Texas’
original investment bank. In that time, we’ve built a respected
reputation through our deep skill sets and valuable relationships.

CLOSED DEALS TOP 10 TOP QUARTILE
#1 AUSTIN/SAN ANTONIO CLOSED DEALS IN TEXAS CLOSED DEALS NATIONALLY

A few of our recent deals include:
OUR TYPICAL
CLIENT PROFILE
ENTERPRISE VALUE OF
$10MM–$250MM
Owner-operated or family-owned
seeking:
• Full liquidity with an institutional-
quality transaction
• Partial liquidity with a recapitalization
• Growth to liquidity with a combination

SERVICES & DEAL TYPES BUSINESS & ENERGY
FINANCIAL
Investment Banking, Fractional CFO INDUSTRIAL
and CMO Services, Accounting
• Sell-Side M&A Advisory • Management buyout TECH
• Buy-Side M&A Advisory • Ownership restructuring Breakdown
of
• Senior debt • Debt restructuring Recent Deals
• Unitranche • Accounting and
• Junior and reporting HEALTHCARE
mezzanine debt • Audit readiness CONSUMER
• Common, preferred • Marketing strategy PRODUCTS
and structured equity • Branding
Our deal professionals have closed in excess of $5.8
• Divestitures • Digital presence billion in debt, securities, and M&A transactions and are
• Recapitalizations experienced across a range of industries to assist with
your specific objectives.

Advising middle market companies to successful outcomes
for capital raising and M&A transactions. westlakesecurities.com

DISCLOSURE: Investment Banking Services and Securities offered through FNEX Capital, LLC, Member of FINRA and SIPC. Westlake Securities is not affiliated with FNEX Capital.
Source: PitchBook research based on lower middle market transactions, 2024.