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2500 Dallas Parkway, Ste 530 Plano, Texas 75093

Welcome To Telos Capital Advisors

Dallas Texas Investment Banking Firm

Helping Entrepreneurs Achieve Their Financial Goals

Telos is from the Greek word for end or goal. It is the root of the word “teleology” – the study of aims, purpose and intentions. While the aims, purpose or intentions of our clients may be similar, each requires a specific plan and process to achieve Telos.

Telos Capital Advisors, LLC, is a FINRA licensed investment banking firm serving the lower middle market. With our years of experience in business, we have a different approach from many investment banks because we focus on the outcome, the “telos”, you want to achieve, not on just getting a deal done.

We are trusted advisors guiding business owners who seek to monetize the value they have built in their company through a sale or recapitalization. We also work with owners in need of capital to pursue growth opportunities or to stabilize their company’s financial position.

With over 90 years of combined experience, we have worked in almost every industry. However, you are the true industry expert. We are the financial, market and process experts. We know how to present your company and navigate the myriad of financial and strategic partners to identify the ones who will help you achieve your goals.

Who We Serve

Mergers & Acquisitions

Revenue of $5 million
to $300 million

EBITDA of $2 million
to $50 million

Enterprise Value of
$10 million to $300 million

Capital Raises

Clients meeting the above criteria requiring $15 million to $200 million in debt,
equity or a combination for growth capital, recapitalization, or restructuring.

Our Core Principles

Each client situation is unique and requires a custom approach.

We operate with candor, truth, and integrity.

Every client receives our best in terms of creativity, tenacity and attention to detail.

We understand your situation because we have been founders, owners and sellers of businesses. We now focus on helping business owners realize their goals.
We can help you determine the right amount and type of capital you need: equity, debt, or a combination. We have meaningful relationships with all types of capital sources
When financial difficulty hits for whatever reason, we work with lenders and other stakeholders to restructure your balance sheet, allowing you to focus on fixing your company.

Let’s talk about achieving your goals!


© 2017 Telos Capital Advisors LLC Securities offered via DCF, LLC, a broker-dealer, Member FINRA/SIPC.