Intentionally Growing and Creating Generational Wealth
Presented By: Westlake Securities
Building generational wealth starts with building a more valuable business. That means being strategic about the choices made. Hear how business leaders can make intentional decisions around growth, capital and execution to create sustainable enterprise value—and ultimately turn that value into lasting wealth.
Panelists:
CEO
Westlake Securities
Matt is the CEO of Westlake. Over the past ~25 years, he has worked on over 145+completed transactions totaling ~$6 billion in private placement and M&A value. Matt has gained in-depth experience working with companies from the lower middle market up to public companies with market capitalizations in excess of $1.5 billion. Since joining Westlake in 2014, Matt has advised companies with a combined annual revenue of over $1.8 billion in the areas of strategy, capital, finance, and M&A. He currently sits on the board of three companies. In past roles, Matt has had full operational and P&L responsibility for a NYSE-listed company division with $15 million of EBITDA, led a multi-million dollar revenue geographic territory for a privately held company, and oversaw a multi-million dollar revenue product line for a NYSE-listed company. Matt has an MBA in banking and has attended executive programs at Harvard and the University of Chicago. Matt holds Series 6, 7, 63, 65, 24, 27, and 79 FINRA licenses.