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.

Corporate Finance

Trefethen advises companies and investors on all aspects of capital allocation, debt and equity raises, and structure, as well as capital markets activity. Creative sourcing of capital is central to Trefethen's work, and we have a strong track record of raising financing for our clients, across the entire capital structure, largely because of our ability to properly understand, position and market clients to the appropriate sub-set of our broad network of capital providers, with whom we have extensive relationships at the highest levels. We have successfully raised debt and equity capital from high net worth individuals, family offices, venture capital firms, commercial banks, hedge funds, business development companies, proprietary lending desks, private equity, endowments, insurance funds, pension funds and sovereign wealth funds.

U.S. Geothermal
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to U.S. Geothermal on their equity raise

Laurus
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors arranged acquisition financing for a hotel asset

Pacific Convenience
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Pacific Convenience and Fuels, LLC in the recapitalization of the company

Jerry's
Corporate Finance
Undisclosed
No items found.

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

Global Capacity
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on arranging their equity raise

Zolon Corp
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Zolon Corp on their equity raise

Hy-Drive
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Hy-Drive on their equity raise

Unitek
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Unitek in the refinance of their debt facility

Unitek
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Unitek in raising them bridge financing

Heelys
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Heelys on a insider block trade

New Generation Biofuels
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to New Generation biofuels on their equity raise

Raser Technologies
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Raser Technologies on their equity raise

Cornova
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Cornova on their equity raise

Kinney
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Kinney and issued a fairness opinion in connection with the ESOP transaction

Newcardio
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Newcardio on their equity raise

Whitewater Holdings, LLC
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as exclusive financial advisor to Whitewater Holdings, LLC in the sale-leaseback of real property assets and the procurement of debt financing

OWLink
Corporate Finance
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to OWLink on capital structure

Globus Group
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Globus Group on arranging their senior debt financing

Composite Technologies
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on their convertible equity raise

Global Capacity
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on their DIP financing

Composite Technologies
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on an equity raise

Intermedia Group
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Intermedia Group on arranging their senior debt financing

Circle K Stores Inc.
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the sale and lease-back of retail assets to individual investors

Road Ranger, LLC
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as exclusive financial advisor to Road Ranger, LLC in the sale-leaseback of real property assets

New West Petroleum
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors advised New West Petroleum in the restructuring of the company's senior debt obligations