Page 188 - TACC 2023 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.
TOP QUARTILE
CLOSED DEALS
CLOSED DEALS
#1AUSTIN/SAN ANTONIO
#8IN TEXAS
CLOSED DEALS NATIONALLY
A few of our recent deals include:
The undersigned advised
The undersigned advised
The undersigned advised
The undersigned advised
Sale of Company to
Acquisition of Company by
Sale of Company to
Growth Capital
Preferred Equity Investment
Investment
Subordinated Lender
In the Acquisition of
Senior Debt Financing
A Portfolio Company of
Financing provided by
OUR TYPICAL SERVICES & DEAL TYPES
BUSINESS &
ENERGY
FINANCIAL
CLIENT PROFILE
INDUSTRIAL
ENTERPRISE VALUE OF and CMO Services, Accounting
$10MM–$250MM
• Management
• Sell-side
TECH
Breakdown
and buy-side buyout
Owner-operated or
representation
Recent Deals
• Ownership
family-owned seeking:
• Senior debt
restructuring
• Full liquidity with an
• Unitranche • Debt restructuring
HEALTHCARE
institutional-quality
• Junior and • Accounting and
transaction The undersigned advised Investment Banking, Fractional CFO The undersigned advised The undersigned advised of 50 The undersigned advised
CONSUMER
mezzanine debt reporting
PRODUCTS
• Partial liquidity with a • Common, • Audit readiness
recapitalization preferred and Our deal professionals have closed
• Marketing
in excess of $5.8 billion in debt,
Westlake’s story began over 20 years ago as Central Texas’
structured equity
original investment bank. In that time, we’ve built a respected
reputation through our deep skill sets and valuable relationships.
• Growth to liquidity with strategy securities, and M&A transactions
CLOSED DEALS #8 IN TEXAS TOP QUARTILE
CLOSED DEALS
#1 AUSTIN/SAN ANTONIO
a combination of capital • Divestitures • Branding and are experienced across a
CLOSED DEALS NATIONALLY
raising and/or M&A • Recapitalizations • Digital presence range of industries to assist with
A few of our recent deals include:
The undersigned advised
The undersigned advised
The undersigned advised The undersigned advised The undersigned advised The undersigned advised The undersigned advised The undersigned advised your specific objectives.
Sale of Company to
Acquisition of Company by
Sale of Company to Growth Capital
Subordinated Lender Preferred Equity Investment Investment
Senior Debt Financing A Portfolio Company of In the Acquisition of
Financing provided by
OUR TYPICAL SERVICES & DEAL TYPES BUSINESS & ENERGY
FINANCIAL
CLIENT PROFILE Investment Banking, Fractional CFO INDUSTRIAL
ENTERPRISE VALUE OF and CMO Services, Accounting
$10MM–$250MM • Sell-side • Management TECH
Breakdown
buyout
Owner-operated or and buy-side • Ownership Recent Deals
of 50
Advising middle market companies to successful outcomes
representation
family-owned seeking:
restructuring
• Senior debt
• Full liquidity with an
institutional-quality • Unitranche • Debt restructuring HEALTHCARE
westlakesecurities.com
• Junior and
• Accounting and
for capital raising and M&A transactions. • Audit readiness Our deal professionals have closed
transaction
CONSUMER
reporting
mezzanine debt
PRODUCTS
• Partial liquidity with a
• Common,
recapitalization
in excess of $5.8 billion in debt,
structured equity
strategy
• Growth to liquidity with preferred and • Marketing securities, and M&A transactions
a combination of capital • Divestitures • Branding and are experienced across a
raising and/or M&A • Recapitalizations • Digital presence range of industries to assist with
your specific objectives.
DISCLOSURE: Investment Banking Services and Securities offered through FNEX Capital, LLC, Member of FINRA and SIPC. Westlake Securities is not affiliated with FNEX Capital
Advising middle market companies to successful outcomes
Source: PitchBook research based on lower middle market transactions, 2024. westlakesecurities.com
for capital raising and M&A transactions.
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.