QAF | SIFCO Industries, Inc.

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:

Experience Categories

Upstream Oil & Gas

Multi-Unit Retail

Client & Engagement Overview

Client was a leader in forging small, complex aluminum parts for the aerospace & defense industries.
Principal focus on providing parts for commercial and defense aircraft.
Typical products include structural components, landing gear, and engine nacelle applications.
Client seeking a sale transaction where the CEO/President quickly transitioned out of the business.

Challenges

Concentration with a leading aerospace manufacturer.
Ongoing transition of management responsibilities from the owners to middle level management.
Head of sales & marketing passed away during the sale process.
Company was reliant on older forging equipment.

Outcome

Approached over 230 strategic and financial buyers, both domestic and foreign.
Received 14 initial indications of interest and 4 final offers.
Trefethen’s bankers successfully negotiated sale of business to a strategic buyer, SIFCO Industries.