Investment Banking

Trefethen provides investment banking services to family-owned businesses, private enterprises and public companies.

We advise our clients in three primary areas:

 

Mergers and Acquisitions

Trefethen provides general strategic and transaction-specific advice to its clients on a broad range of situations, including exclusive sales and divestitures, acquisitions, mergers and strategic alliances, and ESOP transactions. We advise sellers on the range of strategic alternatives available, potential counter-parties to their transactions and valuation parameters based upon real time market information. Trefethen's approach to buy-side engagements entails assisting our clients in developing a comprehensive strategy to pursue accretive acquisitions, and then working with them in structuring, negotiating and consummating purchase transactions.

 


Corporate Finance


Trefethen arranges complete financing solutions for its clients seeking capital to fund growth and provide shareholder liquidity, complete leveraged acquisitions and recapitalizations, and refinance existing debt. After gaining an in-depth understanding of each clients business issues and financing needs, we help them optimize their capital structure, taking into consideration current and future capital requirements, pertinent structural issues and prevailing capital markets conditions. Trefethen's strong network of relationships with a multitude of capital providers, combined with our extensive experience arranging complex financings, translates into the successful placement of debt and equity capital for our clients throughout multiple economic cycles.

 


Financial Restructuring

Trefethen provides specialized financial and strategic advice to companies, creditors and stakeholders in distressed situations.  Having advised clients at all levels of the capital structure in both in-court and out-of-court transactions, we anticipate the complex issues that arise in restructuring engagements and analyze situations from the perspective of all parties-in-interest, which enable us to quickly provide innovative, practical solutions for the benefit of our clients. Specific areas of expertise include crisis avoidance, recapitalizations, out-of-court reorganizations, DIP and exit financings, pre-packaged bankruptcies, and Chapter 11 restructurings.