Jordan Markim

About Jordan Markim

Austin, TX- Vice President at Westlake Securities (Generalist Middle-Market Investment Bank)- Mergers & Acquisitions (Buy-side & Sell-side)- Capital Raising (Common + Preferred Equity, Mezz Debt, Senior & Subordinated Debt)

Experience

1. Vice President

   Westlake Securities

   Jan 2025 — Present · Austin, TX, US

   Westlake Securities is the #1 middle market investment bank group in Central Texas by deal count. We specialize in helping companies reach financial, operational, and growth goals. We work closely with CEOs, Founders and other Company leadership to determine what it will take to create the growth and/or liquidity desired. Since joining Westlake in 2022, the team and I have executed dozens of sell-side, buy-side and capital placement engagements primarily serving founder-owned / privately-held middle market companies ranging in size from $5 million to over $150 million. As a Vice President, I lead transaction execution activities for the firm and have represented over $350 million of aggregate transaction value in my career.Core Focus Areas:• Sell-side advisory services through strategy and execution for middle market companies of all types and sizes• Customized Buy-side advisory with enterprise values of $10MM to $250MM• Formalize management capital needs, create the requisite financial models, and prepare for the due diligence process necessary to attract and successfully place capital• Combining extensive M&A and capital placement experience, I assist with the formation of strategies and capital needed to rapidly expand a business

Education

• Texas A&M University

  BBA - Finance