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Telos Capital Advisors

Plano, United States (US) · Finance and Banking

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#investment banking

#mergers & acquisitions

#corporate finance

#sell-side advisory

#buy-side advisory

#capital sourcing

#recapitalizations

#restructuring

#capital raise

#growth capital

Telos Capital Advisors is a Finance and Banking company based in Plano, United States (US), with 2-10 employees. Telos Capital Advisors's profile is verified on Enterprise League.

Overview

Telos Capital Advisors is a Dallas-based investment bank specializing in lower middle market M&A advisory and capital raising. As former business owners and investors, we help privately held companies achieve their strategic objectives, whether through strategic sales, growth capital, or restructuring.

We focus on companies with revenue between $5 million and $300 million and EBITDA between $2 million and $50 million, guiding them through complex transactions with a deep understanding of operational realities.

What distinguishes Telos Capital Advisors is our unique perspective – we bring the experience of having ‘worn the shoes’ of business owners, allowing us to uncover hidden value and maximize outcomes for our clients. Our team, led by Robert Rough, Bernard Carrico, and Bob Lutz, leverages decades of operational and investment expertise to deliver tailored solutions.

We are a FINRA/SIPC member, committed to integrity and transparency in every engagement.
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Contact Details

info@teloscap.com

Plano, United States (US), 2500 Dallas Parkway, Suite 530

Company Type

Private Limited Company

Employees

2-10

Categories

Investment
Investment Banking Services

Keywords

#investment banking

#mergers & acquisitions

#corporate finance

#sell-side advisory

#buy-side advisory

#capital sourcing

#recapitalizations

#restructuring

#capital raise

#growth capital

Awards

• 2026 OpenSee all

Services

Default Product Image
Buy-Side Representation
Investment Banking Services

We assist companies looking to acquire other businesses, providing strategic guidance and due diligence support to ensure successful mergers and acquisitions.

N/A

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