Westlake Securities | Investment Bank on Axial

Westlake Securities

Investment Bank

Austin, Texas HQ

Member since

2009

Deals they've closed

About

Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, o…

Team (4)

Recent Transactions (10)

Westlake Securities

Drinking Places (Alcoholic Beverages), Investment Banking and Securities Dealing, Mobile Food Services, Restaurants and Other Eating Places, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Little Woodrow's

in securing investment from

PGIM Private Capital

August 2023

Westlake Securities

Chemical and Allied Products Distributors (Wholesalers), Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers), Lumber and Other Construction Materials Distributors (Wholesalers), Machinery Manufacturing, Metal and Mineral (except Petroleum) Distributors (Wholesalers), Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Paint, Varnish, and Supplies Distributors (Wholesalers), Plastics and Rubb

Advised

McDonald Welding Supply

in their acquisition by

John Sales & Services

August 2023

Westlake Securities

Apparel & Textiles, Food Manufacturing

Advised

Rollin Greens

in securing investment from

AMEDEO

August 2023

Westlake Securities

Fuel Dealers, Investment Banking and Securities Dealing, Petroleum Refineries, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Applied Natural Gas Fuels Inc.

in securing investment from

PIMCO

August 2023

Westlake Securities

Health Care Services

Advised

Supero Healthcare Solutions

in their acquisition by

PayrHealth

September 2022

Westlake Securities

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Chemical Manufacturing, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Oil and Gas Field Machinery and Equipment Manufacturing, Other Support Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Special Food Services, Support Activities for Oil and Gas Operations, Warehousing, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

Norton Corrosion Limited

in their acquisition by

Tanknology

August 2022

Westlake Securities

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

FirstClose

in securing investment from

Lateral Investment Management

May 2022

Westlake Securities

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Natural Gas Distribution, Oil and Gas Pipeline and Related Structures Construction, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

Projeo Corporation

in their acquisition by

GTI International

February 2022

Westlake Securities

Electric Power Generation, Transmission and Distribution, Power generation, nonhazardous solid waste combustor or incinerator electric, Professional, Scientific, and Technical Services, Software and Online Services

Advised

Energy Insight Inc.

in their acquisition by

Frontier Energy Inc.

September 2019

Westlake Securities

Drilling Oil and Gas Wells, Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Support Activities for Oil and Gas Operations

Advised

Drilling Info Holdings, Inc.

in securing debt financing from

Main Street Capital Corporation

August 2018

Sectors Westlake Securities serves:

Manufacturing

Financial Services

Consumer Goods

Industrials

Materials

Technology

Energy & Utilities

Retail

Business Services

Distribution

Health Care

Consumer Services

Media

Life Sciences

Telecommunications

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Member since

2009

Deals they've closed

Team (4)