Westlake Securities/Deal History

Deal History

140+ total transactions representing $5B+ in aggregate value — 11 tracked below spanning 2013–2026 · 7 industries

140+
Total Transactions
7
Industries
2013–2026
Years Active
Construction & Engineering2
Sale of Heldenfels Enterprises, Inc. to Metromont, LLC2025
Strategic acquirer: Metromont, LLC

Exclusive sell-side financial advisor to Texas-based precast and prestressed concrete solutions leader in its sale to Markel family of companies portfolio company.

Sell SideSell Side Advisor
Ritter Construction Sale to US Shale Solutions2014
Strategic acquirer: US Shale Solutions

Sole financial advisor to Carthage-based Ritter Construction on sale to US Shale Solutions.

Sell SideSell Side Advisor
Consumer Products3
Sale of NaturPak to PPC2026
Strategic acquirer: PPC

Co-advisor on sale of world's largest Tetra Recart co-manufacturer for human and animal nutrition to PPC. Westlake partnered with NaturPak since 2019 across multiple growth phases.

Sell SideCo Advisor
Sale of Viking Fence to Crossplane Capital2023
Acquired by PE: Crossplane Capital

Exclusive financial advisor to Texas fencing company serving Central Texas since 1972 in its sale to Dallas-based private equity firm. Company expanded into DFW and Houston markets under current ownership since 2006.

Sell SideSell Side Advisor
Nation Wide Products Acquisition of RV Air2022
Strategic acquirer: Nation Wide Products

Advised Nation Wide Products on acquisition of RV Air.

Buy SideBuy Side Advisor
Energy & Utilities1
Sale of Heath Consultants 811 Locate Services Division to USIC2025
Acquired by PE: USIC

Exclusive financial advisor on divestiture of 811 Locate Services Division to USIC, jointly owned by Partners Group and Kohlberg. Second transaction completed for Heath Consultants.

Sell SideSell Side Advisor
Environmental Services2
GTI International Acquisition of Projeo Corporation2022
Strategic acquirer: GTI International

Exclusive financial advisor to GTI International on acquisition of Projeo Corporation, a professional services firm developing geologic resources for CO2 and gas storage across the US.

Buy SideBuy Side Advisor
Heath Consultants Divestiture of Norton Corrosion to Tanknology2022
Strategic acquirer: Tanknology

Advised Heath Consultants on divestiture of Norton Corrosion to Tanknology through targeted process focused on strategic parties.

Sell SideSell Side Advisor
IT Services & MSPs1
Sanity Solutions Strategic Acquisition of RAM Computer Supply2024
Strategic acquirer: Sanity Solutions

Exclusive financial advisor to Denver-based Sanity Solutions on strategic acquisition of RAM Computer Supply, a 30-year-old IT products company serving customers throughout the US.

Buy SideBuy Side Advisor
Discrete Manufacturing1
Trinity Forge Majority Recapitalization with Lone Star Investment Advisors2013
Acquired by PE: Lone Star Investment Advisors

Exclusive financial advisor to Trinity Forge, a leading independent manufacturer of closed die forgings and machined parts since 1955, on leveraged recapitalization with Dallas-based private equity firm.

RecapitalizationSell Side Advisor
Software & SaaS1
Sale of Private Equity Portfolio Software Company to Strategic Acquirer2024
Strategic acquirer: Strategic Acquirer

Divestiture of private equity portfolio software business to strategic acquirer.

Sell SideSell Side Advisor