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.

All Services

Digicom
Corporate Finance
Undisclosed
No items found.

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

AMA
Corporate Finance
Undisclosed
No items found.

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

Circle K Stores Inc. | Star Fuel Marts, LLC
Mergers and Acquisitions
M&A Buy Side
54 Retail Assets
No items found.

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

Garvin Oil Company, Inc. d/b/a Kent's Korner
Mergers and Acquisitions
M&A Sell Side
15 Retail Assets
No items found.

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

Meyer Pharmaceutical
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Meyer Pharmaceutical

CB Mart, Inc.
Mergers and Acquisitions
M&A Sell Side
46 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to CB Mart, Inc. in the sale of 46 retail assets to 7-Eleven

Crown Central Petroleum
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

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

Jackson's Food Stores, Inc.
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors assisted Jackson's Food Stores, Inc. in the development of its acquisition strategy

Zumasys
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Zumasys in placing junior debt capital for an acquisition

Circle K Stores Inc. | Sparky's Oil
Mergers and Acquisitions
M&A Buy Side
24 Retail Assets
No items found.

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.

Crystal Engineering
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Crystal Engineering in the sale to AMETEK

Garrison Investment Groups
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Garrison Investment Groups in the investment by Victory Park Capital

Majestic Investor LLC
Financial Restructuring / Advisory
Financial Restructuring
$205 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the Chapter 11 bankruptcy and sale of three casinos to Majestic Investor LLC

AceCo
Corporate Finance
Undisclosed
No items found.

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

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

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

Fullbloom Bakery
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Fullbloom Bakery on its sale to ARYZTA LLC

Philippine Airlines
Financial Restructuring / Advisory
Financial Restructuring
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to the special committee of Philippine Airlines on the sale of its maintenance division to Lufthansa Technik

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

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.

Deshutes Brewery
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 and issued a fairness opinion

National Technical Systems
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor and provided a fairness opinion to the Board of Directors of National Technical Systems on its acquisition

Sam's Mart
Mergers and Acquisitions
M&A Sell Side
55 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Sam's Mart on the sale of 55 retail assets to 7-Eleven.

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

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.

Farco, Inc.
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisors to Farco, Inc. in the financing of commercial real estate assets

Smartmatic Corporation
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Smartmatic Corporation on the sale of Sequoia Voting Systems to management

Break Water
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors arranged financing for Break Water equity in the refinancing of an office asset