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Financial Expertise and Client-Centered Advising with Matt Andersen, CEO of Westlake Securities

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Manage episode 436618534 series 3396971
Content provided by Keystone Bank and Jeff Wilkinson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keystone Bank and Jeff Wilkinson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Matt Andersen, CEO of Westlake Securities, shares his expertise in finance and mergers and acquisitions. He discusses the tailored approach his company takes when advising different-sized companies, overlaying past experiences with success, and treating clients the way they would want to be treated. He also talks about the challenges and opportunities in the financial world, including the tightening of the banking sector, the private credit markets, and the complexity of regulatory changes. Matt shares his aspirations for Westlake Securities to be the go-to firm for capital solutions for lower middle market companies.

Make One Day Happen Today. Connect with Westlake Securities today!
https://www.westlakesecurities.com/

Strategic solutions for real life from people like you. Visit us today!
https://www.keystone.bank/

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 436618534 series 3396971
Content provided by Keystone Bank and Jeff Wilkinson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keystone Bank and Jeff Wilkinson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Matt Andersen, CEO of Westlake Securities, shares his expertise in finance and mergers and acquisitions. He discusses the tailored approach his company takes when advising different-sized companies, overlaying past experiences with success, and treating clients the way they would want to be treated. He also talks about the challenges and opportunities in the financial world, including the tightening of the banking sector, the private credit markets, and the complexity of regulatory changes. Matt shares his aspirations for Westlake Securities to be the go-to firm for capital solutions for lower middle market companies.

Make One Day Happen Today. Connect with Westlake Securities today!
https://www.westlakesecurities.com/

Strategic solutions for real life from people like you. Visit us today!
https://www.keystone.bank/

  continue reading

25 episodes

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