Our firm is a privately-held partnership which provides boutique investment banking and financial advisory services to a select group of emerging growth and middle market companies. From our headquarters in Austin, we serve management teams and investor groups primarily in the major metropolitan centers of Texas. Our advisory model is to work closely with these clients, often providing counsel at their request for extended periods before or after our transactional engagement. Both our advice and due diligence efforts extensively leverage our network of industry leaders, operating executives and investors. The objective clients most commonly associate with these engagements is the enhancement and protection of shareholder value, whether that is facilitated by securing a growth investment, providing an outside opinion on the value of securities or the fairness of a transaction, or the achievement of liquidity for existing shareholders.

Westlake Securities, LLC, a wholly-owned subsidiary of Westlake Group, LLC, is a member of FINRA and of the Securities Investor Protection Corporation.