Insights

Growth and Liquidity Westlake Securities specializes in intentional growth and liquidity strategies for middle market firms, presenting an opportunity to position cross-sell of capital raising, M&A advisory, and strategic planning services to clients seeking growth acceleration or partial/full liquidity.

Owner and Sponsor Focus Targets include founder/family owned, sponsor-backed, and public companies, suggesting sales opportunities with family-owned transitions, PE-backed portfolio exits, and liquidity events within sponsor networks.

Market Leadership Claims top market position by closed deal volume in their niche, which can be leveraged in outreach to build credibility with potential clients and to partner with larger advisory or financial institutions seeking mid-market deal flow.

Diverse Capital Stack Expertise across debt, sub debt, and equity financing enables cross-sell of debt advisory, mezzanine solutions, and equity financing as part of comprehensive capital strategy engagements.

Industry and Tech Alignment Recent news and an award-winning profile, along with a tech stack that includes AI capabilities, create opportunities to propose tech-enabled advisory workflows, digital marketing services, and scalable process improvements for client engagements.

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.

Westlake Securities's Email Address Formats

Westlake Securities uses at least 1 format(s):
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 July 2026, Westlake Securities's annual revenue is estimated to be $25M - $50M.

What is Westlake Securities's SIC code NAICS code?

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

How many employees does Westlake Securities have currently?

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As of July 2026, Westlake Securities has approximately 46 employees across 2 continents, including North AmericaAsia. Key team members include Founder: C. V.Vice President: M. G.Vice President: P. 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 CanvaSquarespaceWordPressCookieYesShopifyWooCommerceClaude by AnthropicMicrosoft 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

Section iconFunding & Financials

  • $25M - $50M

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

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