Experience

Trefethen Advisors' broad-based financial and strategic advisory experience extends across a range of situations, industries and transaction sizes. The firm's professionals have executed the following selected transactions, among others:

All Experience

Daphne's California Greek
Financial Restructuring / Advisory
Financial Restructuring
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as principals in the acquisition of Daphne's California Greek from Bank of America

Left Hand Brewing Company
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors assisted in structuring an integrated transaction consisting of a corporate stock redemption and an ESOP subscription transaction

Zosea Media Holdings, LLC.
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Zosea Media Holdings in the acquisition of the media assets associated with the Association of Surfing Professionals

Doyon
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Doyon on its energy joint venture

KPC
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to KPC and placed the financing to facilitate a transaction

Morningside Development Group and Living Care
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as exclusive financial advisors to Morningside Development Group and Living Care in the sale of a senior housing facility to CA Ventures

Asteres
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert testimony during litigation

NHHC
Mergers and Acquisitions
M&A Buy Side
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to NHHC on its acquisition program

Pacific Convenience
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Pacific Convenience and Fuels, LLC. in the recapitalization of the senior debt of the company

Trejo Oil Company
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Trejo Oil Company on the sale of convenience store assets to Brad Hall & Associates

Calsoft
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Calsoft and placed the financing to facilitate a transaction

Carnegie Fabrics | Calera Capital
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of Carnegie Fabrics to Calera Capital

Circle K Stores Inc. | Exxon Mobil
Mergers and Acquisitions
M&A Buy Side
43 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of the On the Run franchise system and 43 retail assets from Exxon Mobil

Couche-Tard, Inc.
Financial Restructuring / Advisory
Financial Advisory
252 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the negotiation of a strategic alliance with Irving Oil, Inc. related to the lease and operation of 252 retail assets

Circle K Stores Inc. | Gate Petroleum
Mergers and Acquisitions
M&A Buy Side
7 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 7 retail assets from Gate Petroleum

CNS Network
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to CNS Network and placed the financing to facilitate a transaction

Gen-Probe
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert damages testimony in support of patent infringement litigation against Baylor Healthcare

Valentine Stores
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Valentine Stores on its sale to a subsidiary of Sunoco LP

Bardex
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Bardex and placed the financing to facilitate a transaction

Circle K Stores Inc. | Spirit Energy, LLC
Mergers and Acquisitions
M&A Buy Side
83 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 83 retail assets from Spirit Energy, LLC

Genentech
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert testimony during litigation to assist in defending claims concerning Genentech's treatment for vision loss

Pacific Convenience and Fuels, LLC
Mergers and Acquisitions
M&A Sell Side
251 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Pacific Convenience and Fuels, LLC in the sale of 251 retail assets to United Oil

BCM
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert valuation testimony in support of insurance recovery claim during litigation

Circle K Stores Inc. | Sterling Stores Inc.
Mergers and Acquisitions
M&A Buy Side
33 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 33 retail assets from Sterling Stores Inc.

Daphne's California Greek
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as principals in the sale of Daphne's California Greek to Victory Park Capital