Davy Wallach is a family office advisor and capital markets specialist with over 8 years of experience in debt and equity advisory, M&A advisory, and private equity for middle market and family-owned businesses. He currently serves as Director of Growth Strategy & Capital Markets at Telos Private Office, an Atlanta-based firm serving family offices and their operating companies across the United States.
CURRENT ROLE AT TELOS PRIVATE OFFICE
At Telos, Davy advises families on and coordinates debt and equity recapitalizations for family operating companies, helping families optimize their capital structure while maintaining ownership control. He develops and maintains strategic relationships with lenders, private equity firms, family offices, and other capital sources nationwide. Davy leads due diligence processes and provides strategic advisory on growth financing solutions and complex capital transactions.
ADVISORY SERVICES
Debt and equity capital advisory | Family office consulting | Capital structure optimization | Lender relationship management | M&A advisory | Private equity advisory | Business valuation | Deal structuring | Multi-generational business advisory
RECENT CORPORATE EXPERIENCE
As Vice President at Black Hills Capital, LLC, Davy partnered with family offices to identify and secure high-value investment opportunities, delivering strategic solutions in business development, M&A, real estate private equity, valuation modeling, investor relations, and corporate partnership development for family-owned and middle market companies.
Prior to that, as Sr. Director at Spring11, LLC, Davy was integral to the company's explosive growth, hiring the entire Atlanta office and driving the asset management division's monthly revenue from $60,000 to over $500,000/month.
CLIENT FOCUS
Davy specializes in serving family-owned operating companies and multi-generational businesses across industrial, manufacturing, and critical infrastructure sectors, helping them finance growth and optimize capital structure with minimal ownership dilution by connecting them with the right lenders and capital partners.
"Our greatest fear should not be of failure, but of succeeding at things in life that don't really matter."— D.L. Moody
