Experience

Trefethen Advisors' 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:

All Experience

BCM
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

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

Circle K Stores Inc. | Star Fuel Marts, LLC
Mergers and Acquisitions
M&A Buy Side
54 Retail Assets
No items found.

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

Garvin Oil Company, Inc. d/b/a Kent's Korner
Mergers and Acquisitions
M&A Sell Side
15 Retail Assets
No items found.

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

AMA
Corporate Finance
Undisclosed
No items found.

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

Meyer Pharmaceutical
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

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

Crown Central Petroleum
Mergers and Acquisitions
M&A Buy Side
Undisclosed
No items found.

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

CB Mart, Inc.
Mergers and Acquisitions
M&A Sell Side
46 Retail Assets
No items found.

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

Zumasys
Corporate Finance
Undisclosed
No items found.

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

Jackson's Food Stores, Inc.
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

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

Circle K Stores Inc. | Sparky's Oil
Mergers and Acquisitions
M&A Buy Side
24 Retail Assets
No items found.

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.

Crystal Engineering
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Garrison Investment Groups
Corporate Finance
Undisclosed
No items found.

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

Majestic Investor LLC
Financial Restructuring / Advisory
Financial Restructuring
$205 Million
No items found.

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

Circle K Stores Inc. | Shell
Mergers and Acquisitions
M&A Buy Side
22 Retail Assets
No items found.

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

Fullbloom Bakery
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

AceCo
Corporate Finance
Undisclosed
No items found.

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

Philippine Airlines
Financial Restructuring / Advisory
Financial Restructuring
Undisclosed
No items found.

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

Circle K Stores Inc. | Richor Inc.
Mergers and Acquisitions
M&A Buy Side
13 Retail Assets
No items found.

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.

Sam's Mart
Mergers and Acquisitions
M&A Sell Side
55 Retail Assets
No items found.

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

Deshutes Brewery
Corporate Finance
Undisclosed
No items found.

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

National Technical Systems
Financial Restructuring / Advisory
Financial Advisory
N/A
No items found.

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

Circle K Stores Inc. | Spectrum Stores Inc.
Mergers and Acquisitions
M&A Buy Side
90 Retail Assets
No items found.

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.

Smartmatic Corporation
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Farco, Inc.
Corporate Finance
Undisclosed
No items found.

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

Circle K Stores Inc. | Holland Oil
Mergers and Acquisitions
M&A Buy Side
56 Retail Assets
No items found.

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.