Updated:
Westlake Asset Management
Based in Austin, Westlake Asset Management is the private investment arm of Westlake Securities. Our focus is on finding opportunities that provide yield...
Westlake Asset Management
Based in Austin, Westlake Asset Management is the private investment arm of Westlake Securities. Our focus is on finding opportunities that provide yield and/or yield + appreciation in the private capital markets. We originate opportunities for family offices and investment advisors to benefit from our experience in the marketplace through our core strategies and advisory capabilities. We take a blended approach of research, relationships and analysis to construct opportunities with attractive risk/reward/yield profiles. Stemming from the investment banking space, with direct access and involvement in the private capital markets, we have a different perspective and understanding of paths and opportunities. Our team has lent to, invested in, advised and run private and public companies, strengthening our vantage point and allowing us to create and deliver a niche offering in the market.
General information
Firm type
Private Equity
Year founded
1986
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
What types of companies does Westlake Asset Management target?
Westlake focuses on control and significant minority investments in lower-middle-market, founder-owned or family-run businesses. The firm's website emphasizes operational partnership over financial leverage, pointing toward growth-equity and buyout transactions where management stays involved. The deal-sourcing strategy leans on Texas and Sun Belt relationships, favoring negotiated bilateral deals rather than competitive auction processes.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: