Telos Capital Advisors

Telos Capital Advisors is a lower middle market Investment Banking firm based in Plano, Texas. The company is relatively small, employing four people and generating annual revenue of $2.5 million. Telos Capital Advisors specializes in providing sell-side representation, merger and acquisition advisory, and debt and equity capital raising representation to privately held businesses. The firm's core customer base consists of founders and owners of companies with an annual EBITDA of $2 million or more. These clients often seek to transition to a new phase in their lives, such as diversifying assets, reducing risk, or decreasing their involvement in the business. Telos Capital Advisors also assists companies seeking merger and acquisition guidance, whether they have received an offer or are looking to acquire another entity. Additionally, they help established companies secure debt or equity capital for growth, acquisitions, dividend recapitalizations, shareholder buyouts, and other strategic purposes. What sets Telos Capital Advisors apart is its team's extensive experience as past business owners, private equity investors, and operators. This firsthand knowledge of the market allows them to effectively position clients and identify the ideal buyer, partner, or capital provider to achieve their "telos" – their ultimate objective. The firm's deep understanding of the financial landscape enables them to navigate the complexities of capital raising in the ever-changing marketplace. For more information or to connect with Telos Capital Advisors, visit their website at telscap.com. Clients can also reach out to the firm through FINRA/SIPC membership.