Trefethen Advisors is unique in its ability to maximize value for its clients by providing strategy-led, consultative investment banking services in situations requiring specialized industry, analytical, and/or structuring expertise. We offer a full range of financial and strategic advisory services (e.g., M&A; Corporate Finance; ESOP; Financial Restructuring), and skilled transaction execution capabilities.
Trefethen Advisors is led by a senior team of professionals that devote their time and attention to understanding each client's needs and the business specific issues to ensure the highest quality work and, most importantly, a successful and value-maximizing outcome. Since no two companies are identical, we approach each situation with an open mind as to where we can add the most value.
Trefethen is a trusted provider of buy-side and sell-side M&A services to leading family-owned businesses, private enterprises and public companies on a broad range of corporate and real estate-driven transactions, and outsized results are the product of our disciplined and rigorous approach to corporate strategy and finance. With each assignment, we work closely with our clients to develop creative ideas and evaluate all potential financial and strategic alternatives. We identify key value drivers that differentiate our clients in the marketplace and work tirelessly to achieve exceptional results.
The bankers of Trefethen Advisors acted as financial advisor to Shield Healthcare management on and assisted in raising financing for buyout of controlling interest from Kobayashi Pharmaceuticals Co., Ltd.
The bankers of Trefethen Advisors acted as financial advisor on the sale of this 252-bed nursing home in Missouri
The bankers of Trefethen Advisors acted as financial advisor to Dornoch Medical on the sale to Zimmer Surgical
The bankers of Trefethen Advisors acted as a financial advisor to Sam's Mart, LLC. in the sale of 55 retail assets to 7-Eleven
The bankers of Trefethen Advisors acted as financial advisor to Nature's Best on the sale to KeHE Distributors
The bankers of Trefethen Advisors acted as financial advisor to Spectrum Equity and initiated the acquisition of Arrowhead General Insurance Agency, Inc.
The bankers of Trefethen Advisors acted as financial advisor to Metrokane on the sale to Taylor Precision Products, Inc., a portfolio company of Centre Partners
The bankers of Trefethen Advisors acted as financial advisor to De La Rue plc on the sale of Sequoia Voting Systems to Smartmatic Corporation
The bankers of Trefethen Advisors acted as financial advisor on the majority sale of Polygon Aerospace to Herndon Products and HCI Equity
The bankers of Trefethen Advisors acted as financial advisor to QAF on the sale of assets to SIFCO Industries, Inc. (NYSE Amex: SIF)
The bankers of Trefethen Advisors acted as a financial advisor to Southwest Georgia Oil Co. in the acquisition of 44 stores from Scaff's, Inc.
The bankers of Trefethen Advisors acted as a financial advisor to Fortress Investment Group in the acquisition of 130 retail sites from United Oil Co.
The bankers of Trefethen Advisors acted as financial advisor to Foster Farms on its buyside acquisition program
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
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
The bankers of Trefethen Advisors acted as financial advisor to NHHC on its acquisition program
The bankers of Trefethen Advisors acted as financial advisor to Trejo Oil Company on the sale of convenience store assets to Brad Hall & Associates
The bankers of Trefethen Advisors acted as financial advisor on the sale of Carnegie Fabrics to Calera Capital
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
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
The bankers of Trefethen Advisors acted as financial advisor to Valentine Stores on its sale to a subsidiary of Sunoco LP
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
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
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.
The bankers of Trefethen Advisors acted as principals in the sale of Daphne's California Greek to Victory Park Capital