Westlake Securities CEO discusses intentional growth strategies for middle-market companies in Central Texas
Over 27 years and 400 projects, closing more than $6.8 billion in value for clients, what's actually evolved isn't our size, it's how early we get involved. Westlake Securities CEO, Rick Steves, discusses intentional growth strategies for middle-market companies in Central Texas. Steves explains that the firm is built around relationships, not transactions, and runs a QVG (Quality Value Growth) Assessment with every client, which includes a structured look across six areas of the business. He also highlights that CEOs are still making the growth-versus-liquidity decision reactively, triggered by a call from a banker or a competitor's exit, rather than their own timeline. Stees argues that companies with premium liquidity events create a "hero" position for their company, which is helpful in raising capital through a sale. Looking ahead to 2027, Steves expects a steady M&A activity in CentralTexas, with potential for clean financials and companies that do well in preparing for potential transactions.
公開済み : 4時間前 沿って Matt Andersen の Business Finance
Q1. What do you think sets Westlake Securities apart, and how has the firm evolved?
We've always been a middle-market bank built around relationships, not transactions. Practically, that means we run... [4960 symbols]
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