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 a financial advisor to Circle K Stores Inc. in the acquisition of 54 retail assets from Star Fuel Marts, LLC
The bankers of Trefethen Advisors acted as a financial advisor to Garvin Oil Company, Inc. d/b/a Kent's Korner in the sale of 15 retail assets to Couche-Tarde
The bankers of Trefethen Advisors acted as a financial advisor to CB Mart, Inc. in the sale of 46 retail assets to 7-Eleven
The bankers of Trefethen Advisors acted as financial advisor to the Rosenberg Family in connection with a management buyout of Crown Central Petroleum and placement of capital to facilitate the buyout
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 24 retail assets from Sparkey's Oil Company, Inc.
The bankers of Trefethen Advisors acted as financial advisor to Crystal Engineering in the sale to AMETEK
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 22 retail assets from Shell Oil
The bankers of Trefethen Advisors acted as financial advisor to Fullbloom Bakery on its sale to ARYZTA LLC
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 13 retail assets from Richor, Inc.
The bankers of Trefethen Advisors acted as financial advisor to Sam's Mart on the sale of 55 retail assets to 7-Eleven.
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 90 retail assets from Spectrum Stores, Inc.
The bankers of Trefethen Advisors acted as financial advisor to Smartmatic Corporation on the sale of Sequoia Voting Systems to management
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 56 retail assets from Holland Oil Corp.
The bankers of Trefethen Advisors acted as a financial advisor to TCFS Holdings, Inc. in the sale of the assets of the Company
The bankers of Trefethen Advisors partnered with an industry executive and financial sponsor American Capital to identify and fund the acquisition of Pasternack Enterprises
The bankers of Trefethen Advisors acted as financial advisor to on the sale of ATS' human collagen royalty rights to Black Horse Capital
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular royalty and milestone rights
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 236 retail assets from Shell Oil
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' Segenix royalty and milestone rights to RegeneMed, Inc.
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 18 retail assets from Conway Oil Company
The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 1,663 retail assets of Circle K Stores from Conoco Phillips
The bankers of Trefethen Advisors acted as exclusive financial advisor to Ram International, LLC in a sale-leaseback transaction and subsequent sale of leasehold assets
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular intellectual property rights
The bankers of Trefethen Advisors acted as financial advisor to Fortress Investment Group in the acquisition of approximately 400 Church's Chicken locations in a sale-leaseback transaction
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' Segenix intellectual property rights to RegeneMed, Inc.