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Contact

The Mastered Growth Equation

We combine our unique integrated team approach, decades of experience, deep relationships, and proven infrastructure to capitalize on the momentum and untapped potential of the lower middle-market space in and around Texas.

The concept for Westlake Asset Management was born from our team’s beginnings with Westlake Securities, Austin and San Antonio’s #1 investment bank by closed deals. 

We go beyond balance sheets. We are a team of growth-focused, seasoned leaders united by a singular ambition: to master the growth trajectories of every company we invest in. Through an integrated structure of investment experience, CFO services, and CMO services, we have an unmatched approach to identifying opportunities and creating value for our stakeholders.