Westlake Securities

It was an absolute pleasure to speak with the bright minds of Texas A&M's FMA at Texas A&M at the Mays Business School yesterday. (And a special return to Jordan Markim's alma mater) Diving into the world of Investment Banking with such an engaged group of students was a highlight. Thanks for having us. Gig 'em! Kiara Souza, great job coordinating the event. Matt Andersen Completing The Deal Westlake Asset Management #InvestmentBanking #MergersandAcquisitions #CapitalRaising #SpeakerSeries #CompletingtheDeal

We're celebrating Jon Sanfelippo’s four-year anniversary with Westlake and announcing his promotion to Senior Vice President. Over the years, Jon’s leadership, expertise, and dedication have played a pivotal role in our success. His commitment to excellence continues to drive our team forward. Thank you for all that you do, Jon—we’re grateful to have you on the team! #InvestmentBanking #MergersandAcquisitions #CapitalRaising

In case you missed it when we posted this a few weeks ago ?? The decision to pursue a growth-through-acquisition strategy should never be taken lightly. It's a complex chess move that demands substantial analysis and a keen understanding of market dynamics. As we look ahead, the question on many minds is: Is this the year to make that strategic leap? Here are a few considerations to help you determine if 2025 might be your year ?? https://lnkd.in/ehTRjDi9 #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs

What transaction is right for your company in this market? Are you aware of all the options? Start learning more from our recent transaction comparison guide ?? https://lnkd.in/e9mfdZaB Reach out to set up time with our team to discuss all the various options your company has and which is best for your company in this market: https://lnkd.in/e9EJCxnp #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs

Five years ago, we saw something others didn’t—a critical gap in the transaction process. Time and time again, middle-market companies were completing raises without the marketing firepower to fuel their next steps. We recognized that marketing wasn’t just a nice-to-have; it could be a game-changer for companies preparing for a future transaction. And at a time when "fractional C-suite roles" were still an emerging concept, we took the leap. Fast forward to today: what started as a vision has grown into a powerhouse. Westlake’s Fractional CMO offering, backed by a full activation team, has helped transform and rebrand companies representing over $1B in enterprise value. We’ve had the privilege of guiding and supporting incredible businesses through their growth journeys—and we’re just getting started. CMO team, your dedication, expertise, and passion have made all the difference. Here’s to the next five years! #InvestmentBanking #MergersAndAcquisitions #CapitalRaising #MiddleMarket #FractionalCMO

Our 2024 Year In Review // Q4 Data Wrap Up Report is now available. Reach out for a copy of the report to get a look at the data and an idea of what’s ahead for the middle-market in 2025. ?? Email Liz Schwab via [email protected] to request a copy. Or, if you’d like to schedule time with our team to discuss the report and potential implications for your company, follow the link here ?? https://lnkd.in/e9EJCxnp #investmentbanking #mergersandaquisitions #capitalraising #middlemarket

The decision to pursue a growth-through-acquisition strategy should never be taken lightly. It's a complex chess move that demands substantial analysis and a keen understanding of market dynamics. As we look ahead, the question on many minds is: Is this the year to make that strategic leap? Here are a few considerations to help you determine if 2025 might be your year ?? https://lnkd.in/ehTRjDi9 #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs

We’re gearing up for an exciting week at Texas ACG Capital Connection, happening next week. If you’ll be there too, let’s meet. Reach out to schedule time with our team—we’d love to discuss opportunities and share insights. Matt Andersen Jon D'Andrea Jon Sanfelippo #CapitalConnection2025 #InvestmentBanking #MergersandAquisitions #CapitalRaising

We have exciting news to share today. We're celebrating Jordan Markim's two-year anniversary with Westlake and announcing his promotion to Vice President. Jordan's contributions over the past two years have been invaluable, and this promotion is a testament to his hard work and dedication. Congratulations, Jordan. We’re grateful to have you on the team. #InvestmentBanking #MergersandAcquisitions #CapitalRaising

Organic growth is essential, but sometimes it's not fast enough. An acquisition can provide a significant boost to revenue, customer base, or market penetration. A while back, Westlake Securities advised GTI International on its acquisition of Projeo, a key player in carbon?capture and underground storage projects. Just like GTI?Energy, your company can leverage strategic M&A to capitalize on market opportunities. An acquisition can be a powerful approach when used strategically. ? Here are a few key indicators that it might be time to consider one: ?Accessing Specialized Expertise ?Expanding into New Markets ?Gaining a Competitive Edge ?Accelerating Growth ? Are you considering a strategic acquisition? Reach out to discuss possibilities for your company.? ? #InvestmentBanking #MergersandAquisitions #CapitalRaising