Insights

Growth and liquidity Westlake Securities focuses on intentional growth and liquidity strategies for middle-market companies, indicating potential needs for growth capital, M&A advisory, and liquidity planning services for founder-led, sponsor-backed, and public companies.

Execution capability With a claim of leading market position by closed deal volume and a client-centered process, target opportunities include capital raises and buy/sell-side advisory across debt, sub-debt, and equity to drive transactions efficiently.

Recent wins New client acquisitions and award recognitions in 2025–2026, including Unify Energy Solutions and Heldenfels Enterprises, signal ongoing deal activity and credibility that can be leveraged to approach similar MID-market firms seeking advisory or capital solutions.

Industry reach Experience across founder/family-owned, sponsor-backed, and public companies suggests cross-sector appeal; potential sales plays include strategic planning, operations or finance optimization, and M&A advisory for diverse middle-market targets.

Tech enablement Utilization of common web and marketing tools (Squarespace, WordPress, Shopify) paired with AI and cloud capabilities (Claude by Anthropic, Microsoft Azure) indicates readiness to support clients with digital transformation, data room readiness, and scalable deal execution platforms.

Similar companies to Westlake Securities

Westlake Securities Tech Stack

Westlake Securities uses 8 technology products and services including Canva, Squarespace, WordPress, and more. Explore Westlake Securities's tech stack below.

Media & News

Westlake Securities's Email Address Formats

Westlake Securities uses at least 4 email formats:
Westlake Securities Email FormatsExamplePercentage
FLast@westlakesecurities.comJDoe@westlakesecurities.com
76%
First@westlakesecurities.comJohn@westlakesecurities.com
21%
First.L@westlakesecurities.comJohn.D@westlakesecurities.com
2%
F-Last@westlakesecurities.comJ-Doe@westlakesecurities.com
1%

Frequently Asked Questions

What is Westlake Securities's phone number?

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You can contact Westlake Securities's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Westlake Securities's official website and social media links?

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Westlake Securities's official website is westlakesecurities.com and has social profiles on LinkedIn.

How much revenue does Westlake Securities generate?

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As of October 2026, Westlake Securities's annual revenue is estimated to be $25M - $50M.

What is Westlake Securities's SIC code and NAICS code?

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Westlake Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Westlake Securities have currently?

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As of October 2026, Westlake Securities has approximately 46 employees across 2 continents, including North America and Asia. Key team members include Founder: C. V., Managing Director: G. P. and Managing Director: M. A. Explore Westlake Securities's employee directory with LeadIQ.

What industry does Westlake Securities belong to?

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Westlake Securities operates in the Investment Banking industry.

What technology does Westlake Securities use?

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Westlake Securities's tech stack includes Canva, Squarespace, WordPress, CookieYes, Shopify, WooCommerce, Claude by Anthropic and Microsoft Azure.

What is Westlake Securities's email format?

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Westlake Securities's email format typically follows the pattern of FLast@westlakesecurities.com. Find more Westlake Securities email formats with LeadIQ.

When was Westlake Securities founded?

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Westlake Securities was founded in 2003.
Westlake Securities logo

Westlake Securities

Investment BankingTexas, United States11-50 Employees

Westlake Securities is a middle-market investment bank founded in 2003 and based in Austin, Texas. It helps companies pursue capital transactions and M&A activities tied to intentional growth or liquidity strategies. The firm emphasizes a client-centered, process-driven approach that connects clients with lenders, family offices, strategics and private equity funds to facilitate deals.

Its services span strategic guidance, operational and financial advisory, and both buy- and sell-side M&A, as well as capital raising across debt, subordinated debt, and equity. The firm serves founder- and family-owned businesses, sponsor-backed entities, and public companies seeking growth, liquidity planning, or transaction execution. In 2020, Westlake Securities announced the launch of a suite of implant products, illustrating a recent development outside its core advisory work.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Westlake Securities's revenue is estimated to be in the range of $25M - $50M

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