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Our investments and acquisitions in several lower middle-market companies based in and around Texas in a variety of sectors. Below is a sample.
Stephen Daubert is a Managing Director on the Westlake Asset Management team. He contributes an array of experiences as a value-oriented investor with extensive buy-side experience and board experience.
Leveraging over a decade of experience in buy-side and sell-side M&A transactions, Stephen has developed expertise in capital allocation, deal structuring, company positioning, negotiations, risk mitigation, and financial modeling.
In his previous role, He originated new relationships and sourced off-market investment opportunities for a single-family office. Stephen helped craft the family office’s venture capital and private equity investment strategy, focused on leveraging the deep experience of the family within the consumer sector.
Stephen is originally from Lincoln, NE and now resides in Denver, CO. He received his MBA in finance from Colorado State University.
Matt is the CEO of Westlake. Over the past 20 years, he has worked on over 130 completed transactions totaling over $5 billion in private placement and M&A value.
Matt has gained in-depth experience working with companies from the lower middle market up to public companies with market capitalizations in excess of $2 billion. Since joining Westlake in 2014, Matt has advised companies with combined annual revenue of over $1.8 billion in the areas of strategy, capital, finance, and M&A. He currently sits on the board of three companies.
In past roles, Matt has had full operational and P&L responsibility for a NYSE-listed company division with $15 million of EBITDA, led a multi-million-dollar revenue geographic territory for a privately held company, and oversaw a multi-million-dollar revenue product line for a NYSE-listed company.
Matt has an MBA in Banking from Sam Houston State University and has attended executive programs at Harvard and the University of Chicago. Matt holds Series 6, 7, 63, 65, 24, 27 and 79 FINRA licenses. Originally from Hinsdale, IL, Matt and his family have lived in central Texas for 15 years.