Who We Are

About Trefethen Advisors

We are an independent financial and strategic advisory firm serving leading middle-market public and private corporations, family offices, institutional investors, operating executives and individual business owners.

Who We Are

About Us

Our hands-on senior partners have negotiated, structured, and completed more than $8 billion in transactions. Trefethen's sector-focused business model and senior level transaction execution provides our clients with insight, relationships and efficient transaction execution.

Trefethen assists its clients in the development and execution of value-enhancement, diversification, and risk mitigation strategies involving acquisitions and dispositions, debt and equity recapitalizations, management buy-outs and ESOP transactions, and sale lease-back transactions. Trefethen's extensive relationships, industry knowledge, and transactional expertise result in optimal execution.