COMPLETING THE DEAL

may 13th, 2025 | 12:00pm CT

Join Venturi Private Wealth for a virtual event featuring Matt Andersen, CEO of Westlake Securities and author of the new book, Completing the Deal. Whether you're years away or already thinking about your exit, this session will equip you with key insights on preparing for a successful transaction.

WHAT WE'LL COVER:

  • M&A Environment for Middle Market Companies

  • Capital Markets Tools for Sellers

  • Key Steps to Prepare for Your Exit

  • Live Q&A with Matt Anderson

Register today to secure your spot.

 

Register Today

YOUR PRESENTER

Matt Anderson

Matt AndersEn

CEO OF WESTLAKE SECURITIES

Matt Anderson is the CEO of Westlake Securities, a leading investment banking firm specializing in middle-market mergers and acquisitions (M&A). With over 20 years of experience in corporate finance, Matt has advised a wide range of clients on strategic exits, capital raises, and business transitions.

As a trusted M&A advisor, Matt brings a deep understanding of the complexities of middle-market transactions and the capital markets. His expertise spans industries such as technology, healthcare, energy, and consumer goods. He is known for his ability to navigate the intricate dynamics of business sales and acquisitions, helping owners unlock value and achieve their financial goals.

Matt is also the author of Completing the Deal, a comprehensive guide on the M&A process and exit planning for business owners. His thought leadership in the field has earned him a reputation as an industry expert and sought-after speaker.