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.
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
The bankers of Trefethen Advisors acted as financial advisor to Kinney and issued a fairness opinion in connection with the ESOP transaction
The bankers of Trefethen Advisors acted as financial advisor to Eyecare Service Plan on the sale to Spectera, Inc.
The bankers of Trefethen Advisors acted as financial advisor to Newcardio on their equity raise
The bankers of Trefethen Advisors acted as financial advisor on the sale of Electro-Magnetic Processes to Thermo Electron Corporation
The bankers of Trefethen Advisors acted as exclusive financial advisor to Whitewater Holdings, LLC in the sale-leaseback of real property assets and the procurement of debt financing
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.
The bankers of Trefethen Advisors acted as financial advisor to OWLink on capital structure
The bankers of Trefethen Advisors acted as financial advisor to Globus Group on arranging their senior debt financing
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
The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on their convertible equity raise
The bankers of Trefethen Advisors facilitated an introduction of Game Time, Inc. to its acquirer Swing-N-Slide
The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on their DIP financing
The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on an equity raise
The bankers of Trefethen Advisors acted as financial advisor to Intermedia Group on arranging their senior debt financing
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the sale and lease-back of retail assets to individual investors
The bankers of Trefethen Advisors acted as exclusive financial advisor to Road Ranger, LLC in the sale-leaseback of real property assets
The bankers of Trefethen Advisors advised New West Petroleum in the restructuring of the company's senior debt obligations
The bankers of Trefethen Advisors acted as financial advisor to the Andersons on their acquisition of a rail car fleet
The bankers of Trefethen Advisors acted as financial advisor to VCL Communications on arranging their senior debt financing
The bankers of Trefethen Advisors acted as financial advisor to Regent Entertainment on arranging their senior debt financing
The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the sale and lease-back of 322 retail assets to institutional investors
The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the recapitalization of the senior debt of the company
The bankers of Trefethen Advisors acted as a financial advisor to Unimart in the recapitalization of the company
The bankers of Trefethen Advisors acted as financial advisor to MV Transportation on its growth capital raising strategy