Telos Capital Advisors

Investment BankingTexas, United States2-10 Employees

Telos Capital Advisors is a lower middle market investment banking firm based in Plano, Texas, that focuses on sell-side representation, merger and acquisition advisory, and debt and equity capital raising. The firm works with privately held businesses to optimize market positioning and connect them with suitable buyers, partners, or capital providers, drawing on founder and operator experience to guide transactions to a defined objective. Its services are tailored to owners seeking to shift toward new life phases, diversify assets, reduce personal risk, or scale through strategic transactions, while also supporting clients who have received offers or want to pursue acquisitions. In capital-raising engagements, the firm targets established companies with sustained revenue and profits, facilitating growth, acquisitions, dividend recapitalizations, and ownership transitions, while excluding early-stage ventures. Telos Capital emphasizes a practical, market-informed approach to navigating the lower middle market deal landscape, including occasional notable partnerships or recognitions, such as being named a top 100 M&A advisor by Axial. The company identifies itself as a member of FINRA/SIPC, underscoring its regulatory framework and professional standards.

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