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 provided expert valuation testimony in support of insurance recovery claim during litigation
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
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 financial advisor to AMA and placed the financing to facilitate a partial transaction
The bankers of Trefethen Advisors acted as financial advisor to Meyer Pharmaceutical
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
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 Zumasys in placing junior debt capital for an acquisition
The bankers of Trefethen Advisors assisted Jackson's Food Stores, Inc. in the development of its acquisition strategy
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.
The bankers of Trefethen Advisors acted as financial advisor to Crystal Engineering in the sale to AMETEK
The bankers of Trefethen Advisors acted as a financial advisor to Garrison Investment Groups in the investment by Victory Park Capital
The bankers of Trefethen Advisors acted as financial advisor on the Chapter 11 bankruptcy and sale of three casinos to Majestic Investor LLC
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
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 AceCo and placed the financing to facilitate a transaction
The bankers of Trefethen Advisors acted as financial advisor to the special committee of Philippine Airlines on the sale of its maintenance division to Lufthansa Technik
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.
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 assisted in structuring an integrated transaction consisting of a corporate stock redemption and an ESOP subscription transaction and issued a fairness opinion
The bankers of Trefethen Advisors acted as financial advisor and provided a fairness opinion to the Board of Directors of National Technical Systems on its acquisition
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.
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 financial advisors to Farco, Inc. in the financing of commercial real estate assets
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.
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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