We are a lower middle market Investment Banking firm providing privately held businesses with sell-side representation, merger and acquisition advisory and debt and equity capital raising representation. As past business owners, private equity investors and operators, we optimize our clients’ positioning in market and find the right buyer/partner/capital provider for them. We have the experience and knowledge of the market to bring their company to market and manage the process to their "telos" - their ultimate objective. Our sell-side clients are typically founders or owners whose companies have EBITDA (cash flow) of $2 million or more per year. They want to enter a new phase of their life even if they want to remain a partial owner and active in the business. They seek to diversify their assets, reduce their risk in the business, and reduce their involvement and responsibilities. Our merger and acquisition advisory clients do not need full representation. Possibly they have received an offer to sell or they want to make an acquisition. In either case they recognize the value of having a third party financial advisor with the experience and market knowledge to help guide them to a successful outcome. Raising debt or equity capital requires constant involvement in the ever-changing marketplace and strong relationships with providers of all stripes. We serve established companies with a history of revenue and profit, even if they are currently experiencing challenges. We do not raise capital for start-ups or early stage companies. Our clients use the capital to fund growth, acquisitions, dividend recapitalizations to diversify their assets and risk, buying out shareholders or partners, replace an existing creditor with a desire to leave, and many other reasons. Member FINRA/SIPC
View Top Employees from Telos Capital AdvisorsWebsite | http://www.teloscap.com |
Revenue | $5 million |
Employees | 12 (12 on RocketReach) |
Address | 2500 Dallas Parkway Suite 530, Plano, Texas 75093, US |
Phone | (214) 473-4714 |
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Industry | Investment Banking, Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523110 Companies, NAICS Code 52311 Companies, NAICS Code 523 Companies |
Looking for a particular Telos Capital Advisors employee's phone or email?
The Telos Capital Advisors annual revenue was $5 million in 2024.
Robert Rough is the Managing Director of Telos Capital Advisors.
12 people are employed at Telos Capital Advisors.
Telos Capital Advisors is based in Plano, Texas.
The NAICS codes for Telos Capital Advisors are [5231, 52, 523110, 52311, 523].
The SIC codes for Telos Capital Advisors are [621, 62].