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.

Financial Advisory

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

Doyon
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Doyon on its energy joint venture

Asteres
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert testimony during litigation

Couche-Tard, Inc.
Financial Restructuring / Advisory
Financial Advisory
252 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the negotiation of a strategic alliance with Irving Oil, Inc. related to the lease and operation of 252 retail assets

Gen-Probe
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert damages testimony in support of patent infringement litigation against Baylor Healthcare

Genentech
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert testimony during litigation to assist in defending claims concerning Genentech's treatment for vision loss

BCM
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors provided expert valuation testimony in support of insurance recovery claim during litigation

Meyer Pharmaceutical
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Meyer Pharmaceutical

Jackson's Food Stores, Inc.
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors assisted Jackson's Food Stores, Inc. in the development of its acquisition strategy

National Technical Systems
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor and provided a fairness opinion to the Board of Directors of National Technical Systems on its acquisition