Page 172 - TACC 2023 Program

Representing high quality lower

middle market companies

Knowledgeable, Experienced Investment Bankers

Telos Capital Advisors, LLC, is a FINRA licensed investment banking firm serving the lower middle
market. With our years of experience investing in and operating businesses, we provide potential buyers
and lenders greater detail and insight into the clients we represent. Transactions have to work for both
sides to be successful and this requires understanding investors’ and creditors’ needs and goals just like
we understand our clients’.
Our Mandates Industry Experience

Mergers & Acquisitions Business Services Consumer
• Technology • Food & beverage, CPG
Sell-side • Hospitality • Retail
Represent owners seeking to sell all or part of their • Logistics • Education
business and retire completely or remain active, or • Franchises
companies selling part of their operations. Manufacturing & Distribution • B2C services
Construction services
•
TEV $8MM and up • Value-added distribution
• Furniture Industrials & Energy
Capital Markets • Bottling • Construction services
• Oil field services and
Debt capital raises Healthcare products
• Medical devices • Steel
All forms of institutional debt for acquisitions, • Technology & Services • Industrial manufacturing
dividend recapitalizations or growth. • Providers • Industrial services
$5MM or more

Equity capital raises
Common and preferred equity capital, in combination
with debt or standalone, from institutional investors,
private equity, and other capital providers . Funded Acquisition of
$5MM or more
Restructuring
Capital Raise
Negotiate with lenders and investors, obtain new Advisor
capital, and maximize value in times of distress. INDUSTRIALS

We focus on 3-5 transactions per year with clients
who share our core values: integrity, transparency,
and honesty. Senior bankers lead every deal to
ensure quality execution. Funded by
Builder of Above
Ground Storage
Tanks Capital Raise
Robert Rough Bernie Carrico Sell-Side Advisor Advisor

214-473-4714 214-473-4704 ENERGY TECHNOLOGY

[email protected] [email protected]

Acquired by
Beverage
Company
2500 Dallas Parkway, Suite 530, Plano, TX 75093
Capital Raise
Securities offered via DCF, LLC, a broker-dealer. Sell-Side Advisor Advisor
Member FINRA/SIPC HEALTHCARE CONSUMER PRODUCTS