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 Sell Side

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 Cedars At the JCA
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of this 252-bed nursing home in Missouri

Dornoch Medical Products
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Dornoch Medical on the sale to Zimmer Surgical

Nature's Best
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Nature's Best on the sale to KeHE Distributors

Metrokane, Inc.
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

De La Rue Holdings plc
Mergers and Acquisitions
M&A Sell Side
$16 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to De La Rue plc on the sale of Sequoia Voting Systems to Smartmatic Corporation

Polygon Aerospace | Herndon Products and HCI Equity
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the majority sale of Polygon Aerospace to Herndon Products and HCI Equity

QAF | SIFCO Industries, Inc.
Mergers and Acquisitions
M&A Sell Side
$24 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to QAF on the sale of assets to SIFCO Industries, Inc. (NYSE Amex: SIF)

Morningside Development Group and Living Care
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Trejo Oil Company
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Trejo Oil Company on the sale of convenience store assets to Brad Hall & Associates

Carnegie Fabrics | Calera Capital
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of Carnegie Fabrics to Calera Capital

Valentine Stores
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Valentine Stores on its sale to a subsidiary of Sunoco LP

Pacific Convenience and Fuels, LLC
Mergers and Acquisitions
M&A Sell Side
251 Retail Assets
No items found.

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

Daphne's California Greek
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as principals in the sale of Daphne's California Greek to Victory Park Capital

Garvin Oil Company, Inc. d/b/a Kent's Korner
Mergers and Acquisitions
M&A Sell Side
15 Retail Assets
No items found.

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

CB Mart, Inc.
Mergers and Acquisitions
M&A Sell Side
46 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to CB Mart, Inc. in the sale of 46 retail assets to 7-Eleven

Crystal Engineering
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Crystal Engineering in the sale to AMETEK

Fullbloom Bakery
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Fullbloom Bakery on its sale to ARYZTA LLC

Sam's Mart
Mergers and Acquisitions
M&A Sell Side
55 Retail Assets
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Sam's Mart on the sale of 55 retail assets to 7-Eleven.

Smartmatic Corporation
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor to Smartmatic Corporation on the sale of Sequoia Voting Systems to management

TCFS Holdings, Inc.
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as a financial advisor to TCFS Holdings, Inc. in the sale of the assets of the Company

ATS
Mergers and Acquisitions
M&A Sell Side
$7 Million
No items found.

The bankers of Trefethen Advisors acted as financial advisor to on the sale of ATS' human collagen royalty rights to Black Horse Capital

ATS | Iken
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular royalty and milestone rights

ATS | RegeneMed
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' Segenix royalty and milestone rights to RegeneMed, Inc.

Ram International, LLC
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

ATS Cardiovascular
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular intellectual property rights