Stephen Daubert

Stephen Daubert is a Managing Director at Westlake Asset Management, bringing extensive experience in value-oriented investing and buy-side transactions.12 Here are key details about his background and role:

Professional Experience

Stephen has over a decade of experience in buy-side and sell-side M&A transactions.1 His expertise includes:

• Capital allocation
• Deal structuring
• Company positioning
• Negotiations
• Risk mitigation
• Financial modeling

Prior to joining Westlake Asset Management, Stephen worked at a single-family office where he:

• Originated new relationships
• Sourced off-market investment opportunities
• Helped craft the family office's venture capital and private equity investment strategy, focusing on leveraging the family's experience in the consumer sector1

Education and Background

• MBA in Finance from Colorado State University1
• Originally from Lincoln, Nebraska
• Currently resides in Denver, Colorado1

Current Role

As Managing Director at Westlake Asset Management, Stephen contributes his experience as a value-oriented investor with extensive buy-side and board experience.1 He is part of a team that focuses on lower middle-market companies with strong growth potential.3

Stephen's LinkedIn profile indicates he has over 500 connections and is based in Englewood.4 His expertise aligns with Westlake Asset Management's investment criteria, which targets companies with $1MM to $10MM EBITDA and $5MM to $75MM in enterprise value.3