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.

M&A Buy Side

Trefethen advises companies and investors on pursuing accretive acquisition-led growth strategies. We assist each client in defining the key attributes of ideal acquisition prospects that add the most value. Using this criteria, we exhaustively search trade show lists and buyer's guides, perform extensive Internet research, screen proprietary databases, examine trade association rosters and reach out to our network of industry professionals to identify potential candidates that meet our goals. After presenting the potential acquisition list to our client for their approval, we work tirelessly through a thoughtful and persistent mailing, calling, and emailing campaign to reach each decision-maker and explore their interest in a sale to our client. In addition to identifying and screening candidates, we assist our clients in analyzing financial and operating performance, preparing detailed valuation analyses, managing due diligence and structuring & negotiating each buy-side transaction.

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.

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

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.

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.

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.

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

Zosea Media Holdings, LLC.
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Zosea Media Holdings in the acquisition of the media assets associated with the Association of Surfing Professionals

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

The bankers of Trefethen Advisors acted as financial advisor to NHHC on its acquisition program

Circle K Stores Inc. | Exxon Mobil
Mergers and Acquisitions
M&A Buy Side
43 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of the On the Run franchise system and 43 retail assets from Exxon Mobil

Circle K Stores Inc. | Gate Petroleum
Mergers and Acquisitions
M&A Buy Side
7 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 7 retail assets from Gate Petroleum

Circle K Stores Inc. | Spirit Energy, LLC
Mergers and Acquisitions
M&A Buy Side
83 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 83 retail assets from Spirit Energy, LLC

Circle K Stores Inc. | Sterling Stores Inc.
Mergers and Acquisitions
M&A Buy Side
33 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 33 retail assets from Sterling Stores Inc.

Circle K Stores Inc. | Star Fuel Marts, LLC
Mergers and Acquisitions
M&A Buy Side
54 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 54 retail assets from Star Fuel Marts, LLC

Crown Central Petroleum
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to the Rosenberg Family in connection with a management buyout of Crown Central Petroleum and placement of capital to facilitate the buyout

Circle K Stores Inc. | Sparky's Oil
Mergers and Acquisitions
M&A Buy Side
24 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 24 retail assets from Sparkey's Oil Company, Inc.

Circle K Stores Inc. | Shell
Mergers and Acquisitions
M&A Buy Side
22 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 22 retail assets from Shell Oil

Circle K Stores Inc. | Richor Inc.
Mergers and Acquisitions
M&A Buy Side
13 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 13 retail assets from Richor, Inc.

Circle K Stores Inc. | Spectrum Stores Inc.
Mergers and Acquisitions
M&A Buy Side
90 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 90 retail assets from Spectrum Stores, Inc.

Circle K Stores Inc. | Holland Oil
Mergers and Acquisitions
M&A Buy Side
56 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 56 retail assets from Holland Oil Corp.

American Capital
Mergers and Acquisitions
M&A Buy Side
$89 Million
No items found.

The bankers of Trefethen Advisors partnered with an industry executive and financial sponsor American Capital to identify and fund the acquisition of Pasternack Enterprises

Circle K. Stores Inc. | Shell
Mergers and Acquisitions
M&A Buy Side
236 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 236 retail assets from Shell Oil

Circle K. Stores Inc. | ConWay Oil Company
Mergers and Acquisitions
M&A Buy Side
18 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 18 retail assets from Conway Oil Company

Circle K. Stores Inc. | Cononco Phillips
Mergers and Acquisitions
M&A Buy Side
1,663 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 1,663 retail assets of Circle K Stores from Conoco Phillips

Fortress Investment Group | Church's Chicken
Mergers and Acquisitions
M&A Buy Side
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Fortress Investment Group in the acquisition of approximately 400 Church's Chicken locations in a sale-leaseback transaction

Couche-Tard, Inc.
Mergers and Acquisitions
M&A Buy Side
287 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 287 retail assets of Dairy Mart Convenience Stores, Inc. in a section 363 bankruptcy process