An investment bank dedicated to helping you successfully complete the most important transaction of your lifetime
Who We Are
What Makes Westbury Different
Focused on Our Clients’ Objectives
- Working strategically with entrepreneurial and family-owned businesses
- Objective analysis of all options, creative problem solving
- Transparent, collaborative approach with clients and their advisors
- Tireless advocate for our clients’ success
In-depth Expertise
- Collectively closed hundreds of deals worth billions of dollars
- Worked at and led major bulge-bracket IB firms
- Worked for top-tier investment and management consulting firms
- Successfully founded and operated our own businesses
- Hired investment banks ourselves
A Strong Network We Leverage for You
- Global reach, member of International Corporate Finance Group, a global consortium of investment banks
- Relationships with hundreds of buyers and investors
- Our broad network includes attorneys, accountants, wealth managers, and consultants specializing in corporate transactions.
What We Do
More About Westbury
Located in Westport, Connecticut, Westbury Group LLC is dedicated to providing superior financial and strategic advisory services for middle market firms.
Our investment banking services include mergers and acquisitions, raising equity, and debt financing, and business advisory services for a broad range of business sectors. We work on transactions from $20 million to $250+ million, primarily for private companies. Although our location gives us ready access to the money centers of New York and Boston, our firm serves clients throughout the US and Canada.
Our investment bankers have a wealth of experience in a broad range of industries and all have years of experience as senior executives with major investment banks, private equity firms and/or operating companies. This variety of backgrounds and depth of experience strengthens our investment banking capabilities. Furthermore, as a client you benefit from the first class execution of proven senior professionals.
Westbury has the resources and flexibility to take on challenging assignments, often involving complex “stories”. We can be flexible in the terms of our engagements, including fee structures, based on the nature of the transaction and the resources of the client. We are a fully licensed FINRA Broker-Dealer, and act only on your behalf, without conflicts of interest associated with wealth management, merchant banking, and trading desks.
About Us
Westbury Group Relationships
International Corporate Finance Group
Westbury is a member of the International Corporate Finance Group. ICFG is one of the leading M&A advisory organizations focused on the needs of buyers and sellers of businesses around the world. Our member firms have been closing cross-border deals for the middle market since 1956.
Major Global Financial Services Firm
Westbury has a close strategic relationship with one of the world’s largest financial services firms. This company has named Westbury as a preferred provider to handle lower middle market transactions for its clients.
Network of Professionals
Westbury has long and close relationships with hundreds of transaction attorneys, accounting firms, wealth managers, private equity firms, and corporate buyers. We help you organize those specialists into a team which expertly handles every aspect of what is typically our clients’ most important transaction of their lives.
Association for Corporate Growth
Many Westbury members are affiliated with the Association for Corporate Growth, the premier association for and about professionals involved in middle market corporate growth, corporate development, and mergers and acquisitions.
Financial Industry Regulatory Authority
Westbury Group LLC is a registered Financial Industry Regulatory Authority (FINRA, formerly NASD) Broker-Dealer.
Our Values
Promises
We will keep our promises to you.
Priorities
We prefer to forgo fees rather than advocating an unfavorable transaction.
Performance
We deliver work of the highest quality.
Discretion
We are entirely confidential with your valuable commercial information.
Honesty
We will always be candid with you.
Care
We are as careful with your time and money as if it were our own.
Our Values
Promises
We will keep our promises to you.
Discretion
We are entirely confidential with your valuable commercial information.
Priorities
We prefer to forgo fees rather than advocating an unfavorable transaction.
Honesty
We will always be candid with you.
Performance
We deliver work of the highest quality.
Care
We are as careful with your time and money as if it were our own.
Westbury History
Westbury Group LLC is a FINRA registered investment banking broker-dealer located in Westport, Connecticut. The firm is dedicated to providing superior financial and strategic advisory services for mid-market firms. While our firm has a generalist focus, we bring considerable industry-specific expertise as a result of the broad experience of our bankers.
Founded in 2003 by Peter Spreadbury, the firm has grown substantially through the addition of senior investment bankers throughout the United States. In a few short years, Westbury has become one of the largest investment banking firms based in Connecticut.
Westbury Group LLC has emerged as a leading provider of M&A transaction and advisory services, as well as equity and debt fundraising for public and private companies in the middle market. Furthermore, a major multinational banking and brokerage group has named Westbury as a preferred provider for middle market transactions originating in its network. This relationship is another important factor in Westbury’s growth.
The Westbury Group is founded by Peter Spreadbury, and opens its first office in Southport, Connecticut.
Established referral agreement with major Wall Street investment bank
Referral agreement expanded through merger of two major Wall Street firms. Westbury moves to Westport.
Jon Rubin, Bryan MacDonald and Patrick Huddie purchase Westbury from its founder, Peter Spreadbury Westbury moves to current offices on the Saugatuck River, 39 Riverside Ave. in Westport
10th year anniversary of referral agreement
Westbury continues executing for clients throughout the COVID-19 shutdown
Westbury introduces a new brand and redesigned website
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