Trefethen Experience

Trefethen Advisor's 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:

M&A Sellside

Undisclosed

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

M&A Sellside

Undisclosed

Brad Hall & Associates

The bankers of Trefethen Advisors acted as financial advisor to Trejo Oil Company on the sale of convenience store assets to Brad Hall & Associates

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor on the sale of Carnegie Fabrics to Calera Capital

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors assisted in structuring a financing facility that funded a recapitalization.

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Valentine Stores on its sale to a subsidiary of Sunoco LP

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Arlington and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Diablo Magazine and placed the financing to facilitate a transaction

M&A Buyside

44 Retail Assets

The bankers of Trefethen Advisors acted as a financial advisor to Southwest Georgia Oil Co. in the acquisition of 44 stores from Scaff's, Inc.

M&A Sellside

251 Retail Assets

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to FWF and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors assisted in structuring an integrated transaction consisting of a corporate stock redemption and an ESOP subscription transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to KPC and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Calsoft and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to CNS Network and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Bardex and placed the financing to facilitate a transaction

M&A Buyside

130 Retail Assets

The bankers of Trefethen Advisors acted as a financial advisor to Fortress Investment Group in the acquisition of 130 retail sites from United Oil Co.

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Digicom and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to AMA and placed the financing to facilitate a partial transaction

M&A Sellside

Undisclosed

Victory Park Capital

The bankers of Trefethen Advisors acted as principals in the sale of Daphne's California Greek to Victory Park Capital

M&A Buyside

N/A

The bankers of Trefethen Advisors acted as financial advisor to Foster Farms on its buyside acquisition program

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Zumasys in placing junior debt capital for an acquisition

M&A Sellside

15 Retail Assets

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as a financial advisor to Garrison Investment Groups in the investment by Victory Park Capital

M&A Sellside

46 Retail Assets

CB Mart, Inc.

The bankers of Trefethen Advisors acted as a financial advisor to CB Mart, Inc. in the sale of 46 retail assets to 7-Eleven

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to AceCo and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

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

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Crystal Engineering in the sale to AMETEK

Corporate Finance

Undisclosed

Farco Homes, Inc.

The bankers of Trefethen Advisors acted as financial advisors to Farco, Inc. in the financing of commercial real estate assets

M&A Buyside

Undisclosed

Zosea Media Holdings, LLC.

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors arranged financing for Break Water equity in the refinancing of an office asset

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Juhl Energy on their equity raise

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to GEE the refinance of their debt facility

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Enservco Corp. in the refinance of their debt facility and also their equity capital raise

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Fullbloom Bakery on its sale to ARYZTA LLC

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Intrepid and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors arranged a joint venture equity partnership and bridge loan for a retail asset

M&A Sellside

55 Retail Assets

The bankers of Trefethen Advisors acted as financial advisor to Sam's Mart on the sale of 55 retail assets to 7-Eleven.

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to U.S. Geothermal on their equity raise

Financial Restructuring

Undisclosed

PCF Salco, LLC

The bankers of Trefethen Advisors advised PCF Saleco, LLC. in the restructuring of the company's senior debt obligations

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors arranged acquisition financing for a hotel asset

Financial Advisory

N/A

The bankers of Trefethen Advisors assisted Gee Automotive Companies, LLC. in the development of acquisition strategy

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as a financial advisor to Pacific Convenience and Fuels, LLC in the recapitalization of the company

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Jerry's and placed the financing to facilitate a transaction

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on arranging their equity raise

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Zolon Corp on their equity raise

M&A Buyside

N/A

The bankers of Trefethen Advisors acted as financial advisor to NHHC on its acquisition program

Corporate Finance

Undisclosed

Hy-drive, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Hy-Drive on their equity raise

Financial Restructuring

Undisclosed

The bankers of Trefethen Advisors acted as principals in the acquisition of Daphne's California Greek from Bank of America

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Unitek in the refinance of their debt facility

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Unitek in raising them bridge financing

Financial Advisory

N/A

The bankers of Trefethen Advisors acted as financial advisor to Doyon on its energy joint venture

Financial Advisory

N/A

The bankers of Trefethen Advisors provided expert testimony during litigation

M&A Buyside

43 Retail Assets

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Heelys on a insider block trade

M&A Buyside

7 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 Company

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to New Generation biofuels on their equity raise

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Raser Technologies on their equity raise

M&A Buyside

83 Retail Assets

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

Corporate Finance

Undisclosed

Cornova, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Cornova on their equity raise

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Kinney and issued a fairness opinion in connection with the ESOP transaction

Financial Advisory

252 Retail Assets

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Newcardio on their equity raise

Corporate Finance

Undisclosed

Whitewater Holdings, Inc.

The bankers of Trefethen Advisors acted as exclusive financial advisor to Whitewater Holdings, LLC in the sale-leaseback of real property assets and the procurement of debt financing

Corporate Finance

N/A

The bankers of Trefethen Advisors acted as financial advisor to OWLink on capital structure

M&A Buyside

33 Retail Assets

Sterling Stores, Inc.

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.

M&A Buyside

54 Retail Assets

Star Fuel Marts, LLC

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

M&A Buyside

Undisclosed

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

M&A Buyside

24 retail Assets

Sparky's Oil Company, Inc.

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.

Corporate Finance

Undisclosed

Globus Group, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Globus Group on arranging their senior debt financing

Corporate Finance

Undisclosed

Composite Technologies, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on their convertible equity raise

M&A Sellside

Undisclosed

SVS Holdings

The bankers of Trefethen Advisors acted as financial advisor to Smartmatic Corporation on the sale of Sequoia Voting Systems to management

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on their DIP financing

M&A Buyside

22 Retail Assets

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

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as a financial advisor to TCFS Holdings, Inc. in the sale of the assets of the Company

M&A Buyside

13 Retail Assets

Richcor, Inc.

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.

Corporate Finance

Undisclosed

Composite Technologies, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on an equity raise

M&A Sellside

$7 million

ATS Liquidating Trust

The bankers of Trefethen Advisors acted as financial advisor to on the sale of ATS' human collagen royalty rights to Black Horse Capital

M&A Buyside

90 Retail Assets

Spectrum Stores, Inc.

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.

M&A Sellside

Undisclosed

ATS Liquidating Trust

Iken Tissue Therapeutics, Inc.

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular royalty and milestone rights

M&A Sellside

Undisclosed

ATS Liquidating Trust

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' Segenix royalty and milestone rights to RegeneMed, Inc.

Corporate Finance

Undisclosed

Intermedia Group

The bankers of Trefethen Advisors acted as financial advisor to Intermedia Group on arranging their senior debt financing

Financial Advisory

N/A

The bankers of Trefethen Advisors provided expert damages testimony in support of patent infringement litigation against Baylor Healthcare

M&A Buyside

56 Retail 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.

M&A Buyside

$89 million

The bankers of Trefethen Advisors partnered with an industry executive and financial sponsor American Capital to identify and fund the acquisition of Pasternack Enterprises

M&A Buyside

236 Retail Assets

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

Corporate Finance

Undisclosed

Retail Buyers

The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the sale and lease-back of retail assets to individual investors

M&A Buyside

18 Retail Assets

Conway Oil Company, Inc.

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as exclusive financial advisor to Road Ranger, LLC in the sale-leaseback of real property assets

Corporate Finance

Undisclosed

New West Petroleum, Inc.

The bankers of Trefethen Advisors advised New West Petroleum in the restructuring of the company's senior debt obligations

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to the Andersons on their acquisition of a rail car fleet

Corporate Finance

Undisclosed

VCL Communications, Inc.

The bankers of Trefethen Advisors acted as financial advisor to VCL Communications on arranging their senior debt financing

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Regent Entertainment on arranging their senior debt financing

Financial Advisory

N/A

The bankers of Trefethen Advisors provided expert testimony during litigation to assist in defending claims concerning Genentech's treatment for vision loss

Corporate Finance

322 Retail Assets

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the sale and lease-back of 322 retail assets to institutional investors

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the recapitalization of the senior debt of the company

M&A Buyside

1,663 Retail Assets

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

M&A Buyside

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

Financial Advisory

N/A

The bankers of Trefethen Advisors provided expert valuation testimony in support of insurance recovery claim during litigation

M&A Sellside

Undisclosed

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

Financial Advisory

N/A

The bankers of Trefethen Advisors acted as financial advisor to Meyer Pharmaceutical

M&A Sellside

Undisclosed

Iken Tissue Therapeutics, Inc.

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' cardiovascular intellectual property rights

Financial Advisory

N/A

The bankers of Trefethen Advisors assisted Jackson's Food Stores, Inc. in the development of its acquisition strategy

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' Segenix intellectual property rights to RegeneMed, Inc.

M&A Sellside

$7 million

The bankers of Trefethen Advisors acted as financial advisor on the sale of the ATS' Nouricel product line to SkinMedica

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as a financial advisor to Unimart in the recapitalization of the company

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as exclusive financial advisor to Kiel Bros. Oil Co. Inc. in a Chapter 11 Bankruptcy Proceeding and subsequent sale of assets

M&A Sellside

$10 million

The bankers of Trefethen Advisors acted as financial advisor on the sale of ATS' intellectual property rights to Smith & Nephew Wound Healing

M&A Buyside

287 Retail Assets

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

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Air Malta on the sale and leaseback of its fleet of Airbus and Boeing aircraft to International Lease Finance Corporation

M&A Sellside

$8 million

American Lithographers, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Jefferson Smurfit Group plc on the sale of its wholly-owned division American Lithographers, Inc. to Consolidated Graphics Inc.

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to MV Transportation on its growth capital raising strategy

M&A Buyside

N/A

The bankers of Trefethen Advisors acted as a financial advisor to Secure Communications in its buyside program

M&A Buyside

225 Retail Assets

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the acquisition of 225 retail assets from Johnson Oil Corp.

M&A Buyside

Jacobson Partners

The bankers of Trefethen Advisors acted as financial advisor to Jacobson Partners in the acquisition of Taco Bueno Restaurants

Corporate Finance

The bankers of Trefethen Advisors acted as financial advisor to Kwik Trip, Inc. in the refinancing of senior debt of the company

M&A Sellside

Undisclosed

Stamps.com

The bankers of Trefethen Advisors acted as financial advisor to e-stamp in its merger with stamps.com

M&A Sellside

Undisclosed

American Commercial Capital, LLC

The bankers of Trefethen Advisors acted as principals in the sale of American Commercial Capital to Wells Fargo

Corporate Finance

120 Retail Assets

The bankers of Trefethen Advisors acted as a financial advisor to Couche-Tard, Inc. in the sale and lease-back of 120 retail assets to institutional investors

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Getty Petroleum in its sale to LukOil

Financial Restructuring

$205 million

Fitzgerald's Gaming Corporation

Majestic Investor LLC

The bankers of Trefethen Advisors acted as financial advisor on the Chapter 11 bankruptcy and sale of three casinos to Majestic Investor LLC

Financial Restructuring

Undisclosed

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

Corporate Finance

Undisclosed

The bankers of Trefethen Advisors assisted in placing private equity in a public company

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to MarchFirst in the divestiture of assets

M&A Buyside

N/A

The bankers of Trefethen Advisors acted as financial advisor to Nortel Networks in several acquisitions

M&A Sellside

$216 million

The bankers of Trefethen Advisors acted as financial advisor to Tesoro in the divestiture of the U.S. E&P operation to EEX Corp.

M&A Sellside

$100 million

The bankers of Trefethen Advisors acted as financial advisor to Tesoro in the divestiture of the Bolivian E&P operation to BG International

M&A Sellside

Undisclosed

The bankers of Trefethen Advisors acted as financial advisor to Travel Centers of America in its sale to Oaktree Capital

M&A Sellside

N/A

Berry-Hinckley Industries

Nella Oil

The bankers of Trefethen acted as financial advisor to the shareholders of Berry Hinckley to sell the wholesale distribution, cardlock and terminal business to Nella Oil

M&A Sellside

Undisclosed

EyeCare Service Plan, Inc.

The bankers of Trefethen Advisors acted as financial advisor to Eyecare Service Plan on the sale to Spectera, Inc.

Financial Advisory

N/A

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

M&A Sellside

Undisclosed

Electro-Magnetic Processes, Inc.

ThermoTrex Corp.

The bankers of Trefethen Advisors acted as financial advisor on the sale of Electro-Magnetic Processes to Thermo Electron Corporation

M&A Sellside

60 Retail Assets

Berry-Hinckley Industries

The bankers of Trefethen Advisors acted as financial advisor to the shareholders of Berry Hinckley to sell 60 branded convenience stores with a gaming slot route to Herbst Gaming, Inc.

Corporate Finance

$5 million

ASHA Corporation (McLaren Automotive)

The bankers of Trefethen Advisors acted as financial advisor to ASHA in their secondary public offering (NASDAQ: ASHA)

Corporate Finance

$1 million

The bankers of Trefethen Advisors acted as financial advisor to TEAM Communications on a $1 million bridge financing from accredited investors

M&A Sellside

N/A

The bankers of Trefethen Advisors acted as financial advisor to PMC, Inc. on a proposed merger of its plastics subsidiary with a publicly traded competitor

M&A Buyside

N/A

The bankers of Trefethen Advisors acted as financial advisor to Austin Semiconductor on its acquisition program

M&A Sellside

$41 million

GameTime, Inc.

The bankers of Trefethen Advisors facilitated an introduction of Game Time, Inc. to its acquirer Swing-N-Slide

Corporate Finance

$6 million

The bankers of Trefethen Advisors acted as financial advisor on the Initial public offering of Highway Holdings (NASDAQ: HIHO)

M&A Buyside

N/A

The bankers of Trefethen Advisors acted as financial advisor to Hot Sections Technology on its acquisition program