A Purpose-Driven,
Values-Forward Investment Bank for the Modern Era
About Us
Telos is a financial advisory firm that help its clients maximize their potential with a hands-on approach. Telos expends considerable time and effort to truly understand its clients’ businesses, and tailors each advisory mandate to individual financial, operational, and strategic situations and objectives.
Jeffrey Hamilton
Co-Founder & Managing Partner
Jeffrey Hamilton is a highly experienced leader, strategic advisor, and business builder with over 25 years in the financial services industry. His career has been dedicated to driving growth and delivering exceptional results for major businesses at blue-chip financial institutions, including J.P. Morgan and Bank of America. Jeff’s current focus is helping organizations navigate complexities and create significant value.
Max Wensel
Co-Founder & Managing Partner
Max Wensel is an investment banker, financial leader, and technologist with ten years of experience in industries like biotechnology and private investing. He has advised corporate clients in Canada at firms such as Stemcell and CIBC. Mr. Wensel also chairs Mind Your Plastic, a Canadian charity focused on eliminating plastic pollution.
Financial Services
Our seasoned experts bring decades of experience in financial services, providing tailored solutions that optimize capital structure, enhance liquidity, and drive sustainable growth.
Equity Capital Markets
Our team delivers tailored solutions to meet your unique needs for raising equity capital in the private markets.
Mergers & Acquisitions
We guide our clients through every step of the M&A process, from identifying opportunities and conducting due diligence to negotiating terms and finalizing transactions.
Debt Capital
Markets
We work closely with you to develop customized debt solutions that align with your businesses financial goals and support its long-term success.
Investments
We strategically invest our own capital alongside our clients. Our investment strategy is bespoke, tailored to fit each unique situation—there is no “one size fits all” model.
Restructurings & Recapitalizations
We offer expert guidance in complex restructuring and recapitalization transactions, representing companies, creditors, investors, and acquirers.
Current Publicly Disclosed Advisory Mandates
Series A / Growth
Software enabled food-tech company automating fresh food production and compliance at scale.
Request UpMeals Teaser
Seed
Technology platform for reuse in closed-loop ecosystems.
Request Reusables Teaser
Pre-seed / Seed
Data platform combined with AI-enabled SDR outreach.
Request KompassAI Teaser