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.

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.

All Services

The Cedars At the JCA
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of this 252-bed nursing home in Missouri

Shield Healthcare, Inc.
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Shield Healthcare management on and assisted in raising financing for buyout of controlling interest from Kobayashi Pharmaceuticals Co., Ltd.

Deschutes Brewery
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors assisted in structuring an integrated transaction consisting of a corporate stock redemption and an ESOP subscription transaction and issued a fairness opinion.

Advanced Tissue Sciences, Inc.
Financial Restructuring / Advisory
Financial Restructuring
$28 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to ATS on its Chapter 11 financial restructuring

Sam's Mart, LLC
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Sam's Mart, LLC. in the sale of 55 retail assets to 7-Eleven

Dornoch Medical Products
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Dornoch Medical on the sale to Zimmer Surgical

New Belgium Brewery
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors assisted in structuring a financing facility that funded a recapitalization plus a reserve for future capital expenditures for a new brewery

Sunrise IV Senior Living Holdings, LLC (The Fountains)
Financial Restructuring / Advisory
Financial Restructuring
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to The Fountains senior bank group in an out-of-court restructuring

Spectrum Equity Investors
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Spectrum Equity and initiated the acquisition of Arrowhead General Insurance Agency, Inc.

Nature's Best
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Nature's Best on the sale to KeHE Distributors

Grupo TACA
Financial Restructuring / Advisory
Financial Restructuring
1,400
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Grupo TACA on its financial restructuring program

Metrokane, Inc.
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Metrokane on the sale to Taylor Precision Products, Inc., a portfolio company of Centre Partners

Alimentation Couche-Tard Inc.
Financial Restructuring / Advisory
Financial Restructuring
Undisclosed
No items found.

The bankers of Trefethen Advisors advised Couche-Tard, Inc. in the development of its United States acquisition strategy, criteria and process

De La Rue Holdings plc
Mergers and Acquisitions
M&A Sell Side
$16 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to De La Rue plc on the sale of Sequoia Voting Systems to Smartmatic Corporation

Polygon Aerospace | Herndon Products and HCI Equity
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the majority sale of Polygon Aerospace to Herndon Products and HCI Equity

QAF | SIFCO Industries, Inc.
Mergers and Acquisitions
M&A Sell Side
$24 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to QAF on the sale of assets to SIFCO Industries, Inc. (NYSE Amex: SIF)

Voodoo Brewery
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors assisted in structuring a financing facility that funded a recapitalization.

Southwest Georgia Oil Co.
Mergers and Acquisitions
M&A Buy Side
44 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Southwest Georgia Oil Co. in the acquisition of 44 stores from Scaff's, Inc.

Arlington Plating Company
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Arlington and placed the financing to facilitate a transaction

Fortress Investment Group
Mergers and Acquisitions
M&A Buy Side
130 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Fortress Investment Group in the acquisition of 130 retail sites from United Oil Co.

Diablo Magazine
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Diablo Magazine and placed the financing to facilitate a transaction

PCF Saleco, LLC
Financial Restructuring / Advisory
Financial Restructuring
Undisclosed
No items found.

The bankers of Trefethen Advisors advised PCF Saleco, LLC. in the restructuring of the company's senior debt obligations

Foster Farms
Mergers and Acquisitions
M&A Buy Side
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Foster Farms on its buyside acquisition program

FWF
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to FWF and placed the financing to facilitate a transaction

Gee Automotive Companies, LLC.
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors assisted Gee Automotive Companies, LLC. in the development of acquisition strategy