Mergers and Acquisitions

Trefethen is a trusted provider of buy-side and sell-side M&A services to leading family-owned businesses, private enterprises and public companies on a broad range of corporate and real estate-driven transactions, and outsized results are the product of our disciplined and rigorous approach to corporate strategy and finance. With each assignment, we work closely with our clients to develop creative ideas and evaluate all potential financial and strategic alternatives. We identify key value drivers that differentiate our clients in the marketplace and work tirelessly to achieve exceptional results.

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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

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

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

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.

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

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

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

M&A Sellside

Undisclosed

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

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

M&A Sellside

Undisclosed

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

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.

M&A Buyside

N/A

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

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

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

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

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.

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

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.

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.

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

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

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

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

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

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

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.

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

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

M&A Sellside

Undisclosed

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

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.

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.

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

M&A Buyside

N/A

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