Services

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.

Mergers and Acquisitions

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.

Couche-Tard, Inc.
Mergers and Acquisitions
M&A Buy Side
287 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 287 retail assets of Dairy Mart Convenience Stores, Inc. in a section 363 bankruptcy process

ATS Nouricel
Mergers and Acquisitions
M&A Sell Side
$7 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of the ATS' Nouricel product line to SkinMedica

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

The bankers of Trefethen Advisors acted as a financial advisor to Secure Communications in its buyside program

Couche-Tard, Inc. | Johnson Oil Corp
Mergers and Acquisitions
M&A Buy Side
225 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 225 retail assets from Johnson Oil Corp

Kiel Bros. Oil
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as exclusive financial advisor to Kiel Bros. Oil Co. Inc. in a Chapter 11 Bankruptcy Proceeding and subsequent sale of assets

ATS Intellectual Property
Mergers and Acquisitions
M&A Sell Side
$10 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' intellectual property rights to Smith & Nephew Wound Healing

Taco Bueno Restaurants
Mergers and Acquisitions
M&A Buy Side
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Jacobson Partners in the acquisition of Taco Bueno Restaurants

Air Malta
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Air Malta on the sale and leaseback of its fleet of Airbus and Boeing aircraft to International Lease Finance Corporation

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

The bankers of Trefethen Advisors acted as financial advisor to Nortel Networks in several acquisitions

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

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

Jefferson Smurfit Group plc
Mergers and Acquisitions
M&A Sell Side
$8 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Jefferson Smurfit Group plc on the sale of its wholly-owned division American Lithographers, Inc. to Consolidated Graphics Inc.

E-Stamp
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to e-stamp in its merger with stamps.com

Hot Sections Technology
Mergers and Acquisitions
M&A Buy Side
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Hot Sections Technology on its acquisition program

American Commercial Capital
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as principals in the sale of American Commercial Capital to Wells Fargo

Getty Petroleum
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Getty Petroleum in its sale to LukOil

March First
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to MarchFirst in the divestiture of assets

Tesoro
Mergers and Acquisitions
M&A Sell Side
$216 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Tesoro in the divestiture of the U.S. E&P operation to EEX Corp.

Tesoro | BG Group
Mergers and Acquisitions
M&A Sell Side
$100 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Tesoro in the divestiture of the Bolivian E&P operation to BG International

Travel Centers of America
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Travel Centers of America in its sale to Oaktree Capital

Berry Hinkley Industries
Mergers and Acquisitions
M&A Sell Side
N/A
No items found.

The bankers of Trefethen acted as financial advisor to the shareholders of Berry Hinckley to sell the wholesale distribution, cardlock and terminal business to Nella Oil

Eyesore Service Plan
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Eyecare Service Plan on the sale to Spectera, Inc.

Electro-Magnetic Processes, Inc.
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of Electro-Magnetic Processes to Thermo Electron Corporation

Berry-Hinckley Industries
Mergers and Acquisitions
M&A Sell Side
60 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as financial advisor to the shareholders of Berry Hinckley to sell 60 branded convenience stores with a gaming slot route to Herbst Gaming, Inc.

PMC, Inc.
Mergers and Acquisitions
M&A Sell Side
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to PMC, Inc. on a proposed merger of its plastics subsidiary with a publicly traded competitor

Gametime, Inc.
Mergers and Acquisitions
M&A Sell Side
$41 Million
No items found.

The bankers of Trefethen Advisors facilitated an introduction of Game Time, Inc. to its acquirer Swing-N-Slide