Telos Capital Advisors Overview
- Service
-
Investment Bank
- Year Founded
-
2014
- Employees
-
3
- Serviced Companies
-
12
- Serviced Deals
-
14
- Serviced Investors
-
1
Telos Capital Advisors General Information
Description
Founded in 2014, Telos Capital Advisors is an investment banking firm based in Dallas, Texas. The firm provides services to the lower middle-market segment. The firm represents clients for sell-side mandates and raises all types of capital from common equity up to senior debt (and usually a combination of capital) for growth, acquisition, refinancing, partner buyouts, management buyouts, and other reasons. Telos Capital Advisors caters to the industrials, technology, consumer and food, healthcare, energy, and telecommunications sectors.
Contact Information
Website
www.teloscap.com
Year Founded
2014
Service Provider Type
Investment Bank
Primary Office
- 2500 Dallas Parkway
- Suite 530
- Plano, TX 75093
- United States
+1 (214) 000-0000
Telos Capital Advisors Services to Companies
Service on a Deal (14)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Stafford Crane Group | Advisor: General | Aug 2023 | 00000 | 0000000 |
| Builder Services Group | Advisor: General | Jul 2023 | 00000 | 0000000 |
| Tex-Tube | Advisor: General | May 2023 | 00000 | 0000000 |
| Tex-Tube | Advisor: General | Dec 2022 | 00000 | 0000000 |
| Ready Made Trusses (Certian Assets) | Advisor: General | Oct 2022 | 00000 | 0000000 |
| On Site Lube | Advisor: General | Apr 2022 | 00000 | 0000000 |
| First Flight | Advisor: General | Sep 2021 | 00000 | 0000000 |
| Blais & Associates | Advisor: General | Jul 2020 | 00000 | 0000000 |
| MVT | Advisor: General | Sep 2019 | 00000 | 0000000 |
| Technimark | Aug 2018 | 00000 | 0000000 |
Telos Capital Advisors Services to Investors
Service on a Deal — Buy Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| InterCool | Advisor: General | Jul 2019 | 00000 | 0000000 |
Service on a Deal — Sell Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Rico Aviation | Advisor: General | Jul 2020 | 00000 | 0000000 |
Telos Capital Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Telos Capital Advisors Team (7)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| Bernard Carrico Jr. | Managing Director | 0 | Plano, TX | |
| Robert Rough | Managing Director | 0 | Plano, TX | |
| Bob Lutz | Director | 0 | Plano, TX |