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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Robert Rough

Meet Robert Rough: 

Robert Rough is a Managing Director and Founder of Telos Capital Advisors, LLC, a lower middle market investment banking firm in Dallas, TX. Telos, an Axial Top 100 Advisor firm, helps entrepreneurs achieve their financial goals...

ABOUT ROBERT

Meet Robert Rough: 

Robert Rough is a Managing Director and Founder of Telos Capital Advisors, LLC, a lower middle market investment banking firm in Dallas, TX. Telos, an Axial Top 100 Advisor firm, helps entrepreneurs achieve their financial goals through sell-side representation and debt and equity capital raises for growth, dividend recapitalizations or restructurings.

Robert was honored to be named the DCEO Magazine/Association for Corporate Growth 2023 Investment Banker of the Year and a Finalist for the award in 2024 to be named in May.

Robert has spent more than thirty years as an intermediary, investor, senior executive, consultant, and board member in the middle market space. He has worked on over one hundred transactions, often with primary responsibility for all aspects of the transaction, from deal initiation through acquisition integration. Robert’s industry experience includes Manufacturing, Distribution, Services, Education, Healthcare, Technology, Retail and Consumer Products.

Robert lives in Carrollton with his wife Lori; they have two adult children. Mr. Rough is a frequent speaker on corporate finance matters and a guest lecturer at the University of Texas at Dallas in the Finance and Entrepreneurial Studies programs and serves on the Finance Advisory Board there. Robert graduated from Dartmouth College in Hanover, NH and earned his MBA from the Harvard Business School in Boston, MA. Mr. Rough is a FINRA registered representative holding Series 63, 65, 79, 82 and 24 designations.

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