Trefethen Advisors is an independent merchant and investment banking firm focused on providing sound advice and transaction execution to middle market companies, investors and financial institutions. The firm offers a range of services on a national basis to operating companies, financial institutions and investors. Our team's activities are divided into three primary areas: Investment Banking, Credit Advisory Services and Principal Investing.

The firm's Investment Banking practice provides a full-range of financial and strategic advisory services to middle market companies and investors in various industries and asset classes.

The firm’s Credit Advisory Services practice provides corporate and real estate loan advisory and resolution services across a broad spectrum of credit instruments and performance categories to address the various portfolio management and liquidity needs of a wide range of financial institutions.

The firm's Principal Investing practice makes opportunistic debt and equity investments in operating companies with significant real estate components to their balance sheets and hard real estate assets of various types.

We invite you to learn more about our people, offerings and track record of success that defines our firm.