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.
The bankers of Trefethen Advisors acted as financial advisor to Zosea Media Holdings in the acquisition of the media assets associated with the Association of Surfing Professionals
The bankers of Trefethen Advisors assisted in structuring an integrated transaction consisting of a corporate stock redemption and an ESOP subscription transaction
The bankers of Trefethen Advisors acted as principals in the acquisition of Daphne's California Greek from Bank of America
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 KPC and placed the financing to facilitate a transaction
The bankers of Trefethen Advisors acted as financial advisor to Doyon on its energy joint venture
The bankers of Trefethen Advisors acted as financial advisor to NHHC on its acquisition program
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 a financial advisor to Pacific Convenience and Fuels, LLC. in the recapitalization of the senior debt of the company
The bankers of Trefethen Advisors provided expert testimony during litigation
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of the On the Run franchise system and 43 retail assets from Exxon Mobil
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 Calsoft and placed the financing to facilitate a transaction
The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the negotiation of a strategic alliance with Irving Oil, Inc. related to the lease and operation of 252 retail assets
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 7 retail assets from Gate Petroleum
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 financial advisor to CNS Network and placed the financing to facilitate a transaction
The bankers of Trefethen Advisors provided expert damages testimony in support of patent infringement litigation against Baylor Healthcare
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 83 retail assets from Spirit Energy, LLC
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 financial advisor to Bardex and placed the financing to facilitate a transaction
The bankers of Trefethen Advisors provided expert testimony during litigation to assist in defending claims concerning Genentech's treatment for vision loss
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the acquisition of 33 retail assets from Sterling Stores Inc.
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 financial advisor to Digicom and placed the financing to facilitate a transaction
Trefethen Advisors is unique in its ability to maximize value for its clients by providing strategy-led, consultative investment banking services in any situation.
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