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.

Mergers and Acquisitions

Trefethen is a trusted provider of buy-side and sell-side M&A services to leading family-owned businesses, private enterprises and public companies on a broad range of corporate and real estate-driven transactions, and outsized results are the product of our disciplined and rigorous approach to corporate strategy and finance. With each assignment, we work closely with our clients to develop creative ideas and evaluate all potential financial and strategic alternatives. We identify key value drivers that differentiate our clients in the marketplace and work tirelessly to achieve exceptional results.

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

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

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

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

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.

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

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

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

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.

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.

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.

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

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.

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

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

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

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

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

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

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.

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

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

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

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

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