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.

The Andersons
Corporate Finance
Undisclosed
No items found.

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

VCL Communications
Corporate Finance
Undisclosed
No items found.

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

Regent Entertainment
Corporate Finance
Undisclosed
No items found.

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

Couche-Tard, Inc.
Corporate Finance
322 Retail Assets
No items found.

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

Couche-Tard, Inc.
Corporate Finance
Undisclosed
No items found.

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

Unimart
Corporate Finance
Undisclosed
No items found.

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

MV Transportation
Corporate Finance
Undisclosed
No items found.

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

Kwik Trip, Inc.
Corporate Finance
No items found.

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

Couche-Tard, Inc.
Corporate Finance
120 Retail Assets
No items found.

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

Privat Equity
Corporate Finance
Undisclosed
No items found.

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

ASHA
Corporate Finance
$5 Million
No items found.

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

TEAM Communications
Corporate Finance
$1 Million
No items found.

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

Highway Holdings (NASDAQ: HIHO)
Corporate Finance
$6 Million
No items found.

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