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.

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

The bankers of Trefethen Advisors acted as a financial advisor to Secure Communications in its buyside program

Couche-Tard, Inc. | Johnson Oil Corp
Mergers and Acquisitions
M&A Buy Side
225 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 225 retail assets from Johnson Oil Corp

Taco Bueno Restaurants
Mergers and Acquisitions
M&A Buy Side
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Jacobson Partners in the acquisition of Taco Bueno Restaurants

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

The bankers of Trefethen Advisors acted as financial advisor to Nortel Networks in several acquisitions

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

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

Hot Sections Technology
Mergers and Acquisitions
M&A Buy Side
N/A
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Hot Sections Technology on its acquisition program