Telos Capital Advisors Overview

  • Service
  • Investment Bank
  • Founded
  • 2014
Founded
  • Serviced Companies
  • 15
  • Serviced Deals
  • 16
  • Serviced Investors
  • 2

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 also provides services in mergers and acquisition, project financing, raising debt, mezzanine financing and line of credit. Telos Capital Advisors caters to the industrials, technology, consumer and food, healthcare, energy, and telecommunications sectors.

Contact Information

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 (16)

Company Name Service Provided Deal Date Deal Type Deal Amount
Blais & Associates Advisor: General Jul 2020 00000 0000000
000 Advisor: General Sep 2019 00000 0000000
000 00000 00000000 Dec 2018 00000 0000000
0000000000 Sep 2018 00000 0000000
0000000000 Aug 2018 00000 0000000
00000 000000 Advisor: Financial Due Diligence May 2018 00000 0000000
000000 Apr 2018 00000 0000000
0000000 0000000000 Dec 2017 00000 0000000
MSpark Apr 2016 00000 0000000
BLR Further Advisor: General Apr 2014 00000 0000000
You’re viewing 10 of 16 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Telos Capital Advisors Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
InterCool Advisor: General Jul 2019 00000 0000000
000000 0000 & 0000 Advisor: General 00000 0000000
To view Telos Capital Advisors’s complete services on a deal — buy side history, request access »

Telos Capital Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Telos Capital Advisors‘s full profile, request access.

Request a free trial

Telos Capital Advisors Team (4)

Name Title Deals Office Contact
Info
Robert Rough Founder & Managing Director 0 Plano, TX
Bernard Carrico Jr. Managing Director Plano, TX
Yola Portnoy Director Plano, TX
Nick Renna Director of Business Development Plano, TX
To view Telos Capital Advisors’s complete team members history, request access »