We are a lower middle market Investment Banking firm providing privately held businesses with sell-side representation, merger and acquisition advisory and debt and equity capital raising representation. As past business owners, private equity investors and operators, we optimize our clients’ positioning in market and find the right buyer/partner/capital provider for them. We have the experience and knowledge of the market to bring their company to market and manage the process to their "telos"​ - their ultimate objective. 

Our sell-side clients are typically founders or owners whose companies have EBITDA (cash flow) of $2 million or more per year. They want to enter a new phase of their life even if they want to remain a partial owner and active in the business. They seek to diversify their assets, reduce their risk in the business, and reduce their involvement and responsibilities. 

Our merger and acquisition advisory clients do not need full representation. Possibly they have received an offer to sell or they want to make an acquisition. In either case they recognize the value of having a third party financial advisor with the experience and market knowledge to help guide them to a successful outcome.

Raising debt or equity capital requires constant involvement in the ever-changing marketplace and strong relationships with providers of all stripes. We serve established companies with a history of revenue and profit, even if they are currently experiencing challenges. We do not raise capital for start-ups or early stage companies. Our clients use the capital to fund growth, acquisitions, dividend recapitalizations to diversify their assets and risk, buying out shareholders or partners, replace an existing creditor with a desire to leave, and many other reasons.

Member FINRA/SIPC





Telos Capital Advisors

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Telos Capital Advisors

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