Eagle Rock CFO vs Westlake Securities

Westlake Securities is a lower-middle market investment bank based in Austin, Texas, founded in 2003. They provide M&A advisory (buy-side and sell-side), public and private equity and debt placements, liquidation services, and capital formation support. Their team of advisors with 10+ years of experience helps companies navigate transactions, often engaging 1-2 years before a planned M&A event or capital raise. For businesses preparing to sell, acquire, or raise significant capital, Westlake provides transaction expertise.

Eagle Rock is your ongoing finance office—not a transaction advisor. We handle the complete finance stack: accounting, controller oversight, treasury management, and strategic CFO work every month. Our operators have built companies, navigated growth financing, and managed through downturns. We deliver AI-powered dashboards and real-time insights so you make better decisions faster. For established businesses at $5M-$50M revenue that need finance to work daily, Eagle Rock provides continuity that transaction-based engagements cannot.

M&A advisory or sell-side/buy-side transaction support. Capital raise preparation—especially equity or debt placements. Help valuing or selling your company. Transaction-focused engagement with a defined endpoint.

Ongoing operational finance that works every day—not just when you are transacting. A team that handles accounting, controller, treasury, and CFO alongside your regular operations. Forecasting, budgeting, and FP&A for established businesses. Board-ready financials and cash flow management on a continuous basis.