Spectrum Equity Investors

Trefethen Advisors' broad-based financial and strategic advisory experience extends across a range of situations, industries and transaction sizes. The firm's professionals have executed the following selected transactions, among others:

Client & Engagement Overview

  • Arrowhead Insurance Group is a multi-line insurance managing general agency that grew organically and through acquisition over twenty years.
  • Spectrum Equity had expressed an interest in the insurance sector, but had not found the right platform to invest. Trefethen principals approached Spectrum with the opportunity to meet with the owner.


  • The seller wanted a discrete targeted buyer approach and was not interested in opening discussions with a number of potential buyers.
  • Seller had a very impressive business that was a leader in the managing general agency market and was looking for a healthy valuation that would properly reflect the uniqueness of the asset.


  • Trefethen principals initiated and introduced Arrowhead to Spectrum Equity Investors, who had strong knowledge of the market and could complete due diligence and the transaction quickly at the agreed upon price.
  • The original value proposition was confirmed as performance exceeded expectations and led to a successful recapitalization within one year after the initial purchase.