Trefethen's broad-based loan advisory and resolution experience extends across the spectrum of asset types, performance classes and engagement mandates. The firm's professionals advised on the following selected transactions, among others:
- Exclusive financial advisor to a hedge fund with more than $3
billion under management on its strategic review of a portfolio of
sub-performing securitized franchise loans.
Value: $300 million
Status: Active - Exclusive financial
advisor to a leading financial services firm on its acquisition of
performing and sub-performing mortgage loans secured by hotels, shopping
centers, apartment buildings, office buildings, and entitled as well
as unentitled land.
Value: $250 million
Status: Closed - Exclusive financial
advisor to a leading financial services firm on a sale of its investment
in a non-controlling limited partnership interest in four major urban
high-rise residential complexes.
Value: $250 million
Status: Closed - Exclusive financial
advisor to a leading financial services firm on the restructuring
and development completion of its investment in an urban mixed-use
development project.
Value: $180 million
Status: Closed - Exclusive financial
advisor to a leading financial services firm on the restructuring
of its investment partnership in a hotel and condominium development.
Value: $100 million
Status: Closed - Exclusive financial
advisor to a leading fixed income capital markets firm on its purchase
of a performing mortgage secured by a hotel resort development.
Value: $90 million
Status: Closed - Exclusive financial
advisor to a hedge fund with more than $20 billion under management
on its sale of a performing real estate loan
Value: $75 million
Status: Active - Exclusive financial
advisor to a significant family office on its investment in two joint
ventures focused on suburban office and industrial development projects.
Value: $70 million
Status: Closed - Exclusive financial
advisor to a leading real estate private equity firm on its mezzanine
loan to the developer of a master planned community.
Value: $40 million
Status: Closed - Exclusive financial
advisor to a private real estate developer and its institutional
capital partner on its bankruptcy claim against the estate of a tenant
in its Class A suburban office developmenty
Value: $40 million
Status: Closed - Exclusive financial
advisor to a hedge fund with more than $20 billion under management
on its sale of a performing real estate loan.
Value: $25 million
Status: Active - Exclusive financial
advisor to a leading financial services firm on its repositioning
and subsequent disposition of a regional shopping center.
Value: $18 million
Status: Closed - Financial advisor
to a government owned asset management company on its disposition
of real estate owned properties.
Value: Not Disclosed
Status: Closed
