Westbury Group
Westbury Group LLC is a middle-market investment bank headquartered in Westport, Connecticut. It publicly describes services spanning M&A, capital raising, valuations, fairness opinions, restructurings, and strategic counsel.
What stands out about Westbury Group
Westbury Group publicly positions itself as an advisory-led middle-market investment bank serving primarily private companies, with stated transaction ranges of $20 million to $250+ million on its About page and $25 million to $300+ million in a January 2026 transaction announcement.[1][2][4][5]
What does Westbury Group do?
Westbury Group LLC is a middle-market investment bank headquartered at 39 Riverside Avenue, Suite 200, in Westport, Connecticut. The firm publicly describes services for business owners, entrepreneurs, family-owned businesses, and middle-market companies, including M&A, capital raising, valuations, fairness opinions, and strategic counsel.
Westbury’s About page states that it works on transactions from $20 million to $250+ million, primarily for private companies. A January 22, 2026 transaction announcement states that Westbury engagements range from $25 million to $300+ million.[1][2][4]
Westbury publicly states that it provides sell-side and buy-side mergers and acquisitions, equity and debt fundraising, strategic counsel, fairness opinions, valuations, restructurings, recapitalizations, management and leveraged buyouts, and going-private transaction services.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: Westbury's About page states that it works on transactions from $20 million to $250+ million, primarily for private companies. A January 22, 2026 transaction announcement states that Westbury engagements range from $25 million to $300+ million.[1][2][4]
What should a business owner evaluate before hiring Westbury Group?
Owners evaluating Westbury can assess its stated middle-market transaction ranges, generalist sector coverage, and requirement that a managing director have specific understanding of the business before accepting an M&A selling assignment. The firm’s published process covers due diligence, marketing materials, buyer or investor outreach, indications of interest, finalist meetings, LOI and negotiation, purchase-agreement preparation, closing, and post-closing work.
Owners should confirm the proposed engagement economics directly because the official Services page does not publish universal success-fee, minimum-fee, retainer, tail-period, or termination-schedule terms. They should also clarify the proposed senior banker, buyer outreach plan, potential conflicts, valuation approach, transaction structures, and responsibilities across the process.[1][2][3][4]
Which managing director would lead the engagement, and what specific experience does that person have with businesses in this sector and transaction range
What would the proposed fee structure include, including any retainer, success fee, minimum fee, expenses, tail period, and termination rights
How would Westbury identify and prioritize potential strategic and financial buyers or investors for the engagement
What size transactions and clients does Westbury Group focus on?
Westbury describes itself as a generalist firm with particular expertise in Technology/Media/Telecom; Aerospace & Defense/Government Services; Healthcare; Energy/Oil & Gas/Clean Tech/Renewables; Consumer/Food/Retail; Advanced Manufacturing; and Transportation & Logistics.[3]
- Westbury served as Aneden Consulting’s exclusive financial advisor on its acquisition by E Source. The transaction closed July 27, 2026 and was announced August 25, 2026.
- Westbury acted as buyer’s advisor to Click Bond in its acquisition of Brighton Science, announced January 22, 2026.
- Westbury assisted HGR Energy in raising $20 million of debt capital from Energea. The transaction closed December 6, 2024 and was announced January 22, 2025.
- Westbury advised Q88, a maritime software platform, on its acquisition by Veson Nautical.
Westbury states that it evaluates a client’s short-term and long-term objectives, identifies an acquisition or disposition strategy, and assists throughout the transaction process. Its publicly stated transaction services include M&A, equity and debt fundraising, recapitalizations, restructurings, management and leveraged buyouts, going-private transactions, valuations, and fairness opinions.[2]
What does Westbury Group publicly disclose about fees, process and engagement terms?
The official Services page states that Westbury may be flexible in engagement terms and fee structures but does not publish a universal success-fee percentage, minimum fee, retainer schedule, tail period, or termination schedule.
The official Aneden transaction announcement identifies the advisory role, parties, and closing date but does not disclose transaction consideration or Westbury’s fee terms. The official Click Bond transaction announcement identifies the acquisition and Westbury’s buyer-advisor role but does not disclose transaction consideration or Westbury’s fee terms.[2][4][5]
FINRA BrokerCheck identifies Westbury Group LLC as a limited liability company with CRD 129985 and SEC number 8-66284, with its main office in Westport, Connecticut. BrokerCheck states that the firm is currently registered with the SEC, one self-regulatory organization, and 12 U.S. states and territories, and is registered with the SEC as a broker-dealer. It also states that Westbury conducts private placements of securities and M&A advisory activities.
An SEC financial statement filing identifies Westbury Group LLC as a Connecticut LLC incorporated November 13, 2003, engaged in investment banking services including M&A advisory and capital raising activities.[8][9]
Westbury’s stated sale process includes due diligence, marketing preparation, teaser and CIM preparation, investor outreach, indications of interest, finalist meetings, LOI and negotiation, purchase-agreement preparation, closing, and post-closing work.
The firm also states that it will take on an M&A selling assignment only when one of its managing directors has specific understanding of the business to be sold.[2][3]
Questions to ask before hiring Westbury Group
Which managing director would lead the engagement, and what specific experience does that person have with businesses in this sector and transaction range?
What would the proposed fee structure include, including any retainer, success fee, minimum fee, expenses, tail period, and termination rights?
How would Westbury identify and prioritize potential strategic and financial buyers or investors for the engagement?
What valuation approach and transaction structures would Westbury evaluate for the proposed process?
What conflicts or concurrent mandates should be considered before appointing Westbury?
Which information and management participation would be expected for due diligence, marketing preparation, buyer outreach, negotiations, and purchase-agreement preparation?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- FINRA regulatory record
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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