Trefethen Advisors

A consultative approach to investment banking

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

True executional expertise

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.

What We Do

The clear industry leader in consultative financial 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.

Mergers & Acquisition

We identify key value drivers that differentiate our clients in the marketplace and work tirelessly to achieve exceptional results.

Corporate Finance

We advise companies and investors on all aspects of capital allocation, debt and equity raises, and structure, as well as capital markets activity.

Financial Advisory

We advise companies, investors and creditors on maximizing value in turnaround, distressed, and bankruptcy situations.


Our team strives to optimize after-tax proceeds for the selling shareholders and expedite the payout of all transaction proceeds.


Unmatched experience. Extensive relationships.

The Trefethen team is composed of professionals with extensive financial, strategic, and operational experience in a number of industries as both principal and advisor. Our diversified expertise is unique in the investment banking industry and results in valuable insight and executable strategies.