Telos Capital Advisors

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.