M&A Transaction: Telos Capital advises Vital Art & Science in its acquisition by Genentech, a member of the Roche Group

When I was growing up, we got seven television channels. There were the three major networks of NBC, CBS, and ABC, along with the public PBS. Because we lived in a major metropolitan area, we also had three “local” stations which mostly showed reruns, older movies, and local pro sports. And, of course, it was all free, paid for totally by advertising…

InterCool USA, LLC, one of the nation’s leading industrial refrigeration design-build contractors, today announced the acquisition of the industrial refrigeration division of Freije-RSC, a 50-year-old design-build industrial refrigeration contractor based in Indiana and Ohio. Telos Capital Advisors had the privilege of serving as financial advisors to InterCool…

Telos Capital Advisors, an investment bank serving lower middle market clients, today announced it acted as the exclusive financial advisor to Metar Capital which, along with others, purchased the assets of Ready Made Trusses (and affiliates) of Salt Lake City, Utah. Telos Capital raised a combination of equity and debt securities to facilitate the transaction.

Notices have been sent out to creditors of Gordy’s Market, notifying them to stake their claim to money owed by a deadline of Nov. 30. Robert Rough, managing director with Telos Capital Advisors LLC—an investment banking firm in Dallas, Texas, that specializes in restructuring, mergers and acquisitions, explained what is happening with the case and offered analysis on what might happen to the stores…

To our clients and friends,

First, we hope that you and your families are well and staying safe during this unprecendened Covid-19 pandemic.

Second, we hope that your businesses and especially your employees are doing well.

Telos Capital Advisors is open for business, albeit all working remotely…

An Alix Partners survey found private equity groups (PEGs) replace 58% of CEOs within two years of buying a company and 73% of CEOs during their ownership period. This is a terrible outcome for both the CEO and for the private equity group. How can it be avoided? There are important takeaways for both private equity groups and owner/CEOs of lower middle market companies selling controlling interest to a financial buyer…

Telos Capital Advisors, an investment bank serving lower middle market clients, today announced it acted as an exclusive financial advisor to Blais and Associates, LLC, a full-service grant consulting and management firm, in its acquisition by Trevale Holdings, LLC.

Two years ago, Mergers and Acquisitions magazine asked if it was “as good as it gets” for middle market transactions because of the following conditions:

Telos Capital Advisors, an investment bank serving lower middle market clients, today announced it acted as an exclusive financial advisor to Rico Aviation, a fixed and rotor-wing air ambulance company in West Texas with over 20 years of superior service, in the acquisition of its rotor wing operations by PHI Air Medical, a service of PHI Health…

Telos Capital Advisors, an investment bank serving lower middle market clients, today announced it acted as an exclusive financial advisor to On Site Lube, a provider of mobile preventative maintenance and repair services for truck fleets, in its sale to Ryder Truck Rental, Inc., a subsidiary of Ryder System, Inc.

You have decided to sell part of your business. You have hired a qualified investment banker and begun a marketing process. You are ready for the next stage of business ownership: bringing on an investment partner to diversify your assets and create a path to complete exit. Finding the right fit is an inexact science – a combination of due diligence, reference checks, and “gut feel…”

Telos Capital Advisors, an investment bank serving lower middle market clients, today announced it acted as the exclusive financial advisor to Glasshouse Products, LLC which purchased the assets of Glasshouse of Dallas, TX, a unit of TopBuild Corp. Telos Capital raised a combination of equity and debt securities to facilitate the transaction.

Telos Capital Advisors, an investment bank serving lower middle market clients, today announced it acted as the exclusive financial advisor to Stafford Crane Group in securing a $23,000,000 equipment and current asset based revolving line of credit to refinance existing debt and provide growth capital.

Managing Director Robert Rough quoted in Axial article discussing “What Sellers Worry About Most”