Bob Lutz Email & Phone Number

Orlando, Fl, Us

Plano, Tx, Us

Provide investment banking services to lower-middle-market companies. Sell-side representation for owners of privately held companies seeking to sell all or part of their company, or corporations selling a division or business line. Also assist with raising debt or equity capital for growth, dividend recapitalization, or financial restructuring._ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ All managing directors of Telos Capital Advisors have more than 25 years of experience operating businesses. This means we’ve faced industry and competitive challenges, we’ve experienced hiring and employee performance issues, and we’ve been through the transaction process as an insider. Simply put, these experiences favorably shape how we approach transactions. We see and explain operational and strategic value where others can only see a transaction checklist.As former insiders, we also process transactions differently. The Directors all individually originate, manage, and process the transactions. We do not hand off the workload to less experienced individuals, because we resolutely believe that spending time directly with that client, is the only way an advisor can truly understand that client and the vision for the Company.This unique approach to investment banking helps us communicate, to potential suiters, the vision, passions, and all the other little details that owner-operators often do to attract and retain their customers and employees. That is how we unlock and maximize value.

Magnolia, Ar, Us

Success-based business advisory & investment company focused on business plan creation and strategic implementation. Worked directly with owners, managers, and staff to learn their business and implement financial improvement and business controls.

Held a variety of operational roles during the past 17 years including: Executive Vice President, CFO, and Director of Business Development. Assigned to areas of the organization identified as critically deficient and requiring quick and substantial corrective action.Centralized all accounting functions of 24 remote locations and acquisitions including accounts payable, accounts receivable, and general journal entry. Ensured and managed timely audits. Constructed management and accounting KPI reporting. Substantial involvement in developing business plans and projections. Managed due diligence for multiple M&A efforts.Restructured, constructed or outsourced a variety of operational areas including interactive and traditional advertising, sales support, technology support, and accounting.

Provided investment banking, business advisory, and real estate development services in various industries. Prepared information memorandums, financial projections, industry analyses, and return and exit analyses for potential investors.

Supported investment activities for a private equity partnership exclusively focused on the wholesale distribution and franchised dealer industries. Designed financial models for consolidation/roll-up strategies to highlight operational issues, predict return and analyze capital structures. Conducted discussions with potential lending groups regarding deal structure and terms.

Assisted U.S. and foreign corporations in mergers & acquisitions, divestitures, restructurings, and private placements for the $1 billion private equity division of Europe's 3rd largest bank.