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2500 Dallas Parkway, Ste 530 Plano, Texas 75093

News & Articles

M&A Transaction: Telos Capital Advises Rico Aviation In Its Acquisition 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 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…


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…


As the economy begins to open up, not all industry sectors will recover at the same rate nor will all recover to pre-Covid levels. There will be many companies requiring capital to support their recovery. At Telos Capital Advisors, we help middle market companies determine the amount of capital they will need and access our large network of capital providers for all types of debt and equity…


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…

M&A Transaction: Telos Capital Advises InterCool in the Acquisition of the industrial refrigeration division of Freije-RSC

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 Featured on the ‘Your Executive Symphony’ Podcast

In business timing is everything. With an uncertain economic outlook ahead, how do you plan for expected and unexpected events that will affect the value of your business? YES Founder Kelly Kunst of GS Wealth Management talks with Yola Portnoy and Robert Rough of Telos Capital Advisors about contingency planning, market timing and the value of working with a trusted advisor on your biggest business decisions…


At the risk of sounding like an old curmudgeon (which I probably am), a case can be made that technology is increasing the amount of time it takes to get an M&A transaction closed and may even reduce the probability of closing or of a successful investment. Several observations to support the idea…


2500 Dallas Parkway, Ste 530
Plano, Texas 75093

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