Services

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.

Corporate Finance

Trefethen advises companies and investors on all aspects of capital allocation, debt and equity raises, and structure, as well as capital markets activity. Creative sourcing of capital is central to Trefethen's work, and we have a strong track record of raising financing for our clients, across the entire capital structure, largely because of our ability to properly understand, position and market clients to the appropriate sub-set of our broad network of capital providers, with whom we have extensive relationships at the highest levels. We have successfully raised debt and equity capital from high net worth individuals, family offices, venture capital firms, commercial banks, hedge funds, business development companies, proprietary lending desks, private equity, endowments, insurance funds, pension funds and sovereign wealth funds.

Deschutes 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.

New Belgium Brewery
Corporate Finance
Undisclosed
No items found.

The bankers of Trefethen Advisors assisted in structuring a financing facility that funded a recapitalization plus a reserve for future capital expenditures for a new brewery

Voodoo Brewery
Corporate Finance
Undisclosed
No items found.

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

Arlington Plating Company
Corporate Finance
Undisclosed
No items found.

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

Diablo Magazine
Corporate Finance
Undisclosed
No items found.

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

FWF
Corporate Finance
Undisclosed
No items found.

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

Left Hand Brewing Company
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

KPC
Corporate Finance
Undisclosed
No items found.

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

Pacific Convenience
Corporate Finance
Undisclosed
No items found.

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

Calsoft
Corporate Finance
Undisclosed
No items found.

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

CNS Network
Corporate Finance
Undisclosed
No items found.

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

Bardex
Corporate Finance
Undisclosed
No items found.

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

Digicom
Corporate Finance
Undisclosed
No items found.

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

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

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

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

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

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

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

Break Water
Corporate Finance
Undisclosed
No items found.

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

Juhl Energy
Corporate Finance
Undisclosed
No items found.

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

GEE
Corporate Finance
Undisclosed
No items found.

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

Enservco Corp
Corporate Finance
Undisclosed
No items found.

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

Intrepid
Corporate Finance
Undisclosed
No items found.

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

Excel Trust
Corporate Finance
Undisclosed
No items found.

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