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.
Trefethen advises companies and investors on maximizing after-tax sale proceeds. We assist each client in understanding the value of their business and how to optimally highlight to the potential buyer all cost savings, cross-selling opportunities, growth prospects and barriers to entry. We work collaboratively with our clients to present adjusted historical results and prepare forward-looking projections. Trefethen carefully assesses the timing of the sale based on current market conditions including public stock prices, financing availability, and overall economic conditions & outlook. We draft a comprehensive and legible information memorandum that makes it easy for the buyer and explains the past, but sells the future. We spend endless hours scrutinizing potential buyers and ensuring the proper selection of financial and strategic partners, including the less obvious candidates that may only be identified based on a thorough understanding of potential synergies and value-drivers. As expert negotiators, we remain focused on the critical elements of a deal and utilize a tax-efficient transaction structure. Trefethen's professionals keenly understand that the sale of a business is one of the most important decisions an owner can make for them, their families, their employees and their customers.
The bankers of Trefethen Advisors acted as financial advisor on the sale of this 252-bed nursing home in Missouri
The bankers of Trefethen Advisors acted as financial advisor to Dornoch Medical on the sale to Zimmer Surgical
The bankers of Trefethen Advisors acted as financial advisor to Nature's Best on the sale to KeHE Distributors
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
The bankers of Trefethen Advisors acted as financial advisor to De La Rue plc on the sale of Sequoia Voting Systems to Smartmatic Corporation
The bankers of Trefethen Advisors acted as financial advisor on the majority sale of Polygon Aerospace to Herndon Products and HCI Equity
The bankers of Trefethen Advisors acted as financial advisor to QAF on the sale of assets to SIFCO Industries, Inc. (NYSE Amex: SIF)
The bankers of Trefethen Advisors acted as exclusive financial advisors to Morningside Development Group and Living Care in the sale of a senior housing facility to CA Ventures
The bankers of Trefethen Advisors acted as financial advisor to Trejo Oil Company on the sale of convenience store assets to Brad Hall & Associates
The bankers of Trefethen Advisors acted as financial advisor on the sale of Carnegie Fabrics to Calera Capital
The bankers of Trefethen Advisors acted as financial advisor to Valentine Stores on its sale to a subsidiary of Sunoco LP
The bankers of Trefethen Advisors acted as a financial advisor to Pacific Convenience and Fuels, LLC in the sale of 251 retail assets to United Oil
The bankers of Trefethen Advisors acted as principals in the sale of Daphne's California Greek to Victory Park Capital
The bankers of Trefethen Advisors acted as a financial advisor to Garvin Oil Company, Inc. d/b/a Kent's Korner in the sale of 15 retail assets to Couche-Tarde
The bankers of Trefethen Advisors acted as a financial advisor to CB Mart, Inc. in the sale of 46 retail assets to 7-Eleven
The bankers of Trefethen Advisors acted as financial advisor to Crystal Engineering in the sale to AMETEK
The bankers of Trefethen Advisors acted as financial advisor to Fullbloom Bakery on its sale to ARYZTA LLC
The bankers of Trefethen Advisors acted as financial advisor to Sam's Mart on the sale of 55 retail assets to 7-Eleven.
The bankers of Trefethen Advisors acted as financial advisor to Smartmatic Corporation on the sale of Sequoia Voting Systems to management
The bankers of Trefethen Advisors acted as a financial advisor to TCFS Holdings, Inc. in the sale of the assets of the Company
The bankers of Trefethen Advisors acted as financial advisor to on the sale of ATS' human collagen royalty rights to Black Horse Capital
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular royalty and milestone rights
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' Segenix royalty and milestone rights to RegeneMed, Inc.
The bankers of Trefethen Advisors acted as exclusive financial advisor to Ram International, LLC in a sale-leaseback transaction and subsequent sale of leasehold assets
The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular intellectual property rights