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.

M&A Sell Side

Trefethen advises companies and investors on maximizing after-tax sale proceeds. We assist each client in understanding the value of their business and how to optimally highlight to the potential buyer all cost savings, cross-selling opportunities, growth prospects and barriers to entry. We work collaboratively with our clients to present adjusted historical results and prepare forward-looking projections. Trefethen carefully assesses the timing of the sale based on current market conditions including public stock prices, financing availability, and overall economic conditions & outlook. We draft a comprehensive and legible information memorandum that makes it easy for the buyer and explains the past, but sells the future. We spend endless hours scrutinizing potential buyers and ensuring the proper selection of financial and strategic partners, including the less obvious candidates that may only be identified based on a thorough understanding of potential synergies and value-drivers. As expert negotiators, we remain focused on the critical elements of a deal and utilize a tax-efficient transaction structure. Trefethen's professionals keenly understand that the sale of a business is one of the most important decisions an owner can make for them, their families, their employees and their customers.

ATS Segnix
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

ATS Nouricel
Mergers and Acquisitions
M&A Sell Side
$7 Million
No items found.

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

Kiel Bros. Oil
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

ATS Intellectual Property
Mergers and Acquisitions
M&A Sell Side
$10 Million
No items found.

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

Air Malta
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Jefferson Smurfit Group plc
Mergers and Acquisitions
M&A Sell Side
$8 Million
No items found.

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.

E-Stamp
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

American Commercial Capital
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Getty Petroleum
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

March First
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Tesoro
Mergers and Acquisitions
M&A Sell Side
$216 Million
No items found.

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

Tesoro | BG Group
Mergers and Acquisitions
M&A Sell Side
$100 Million
No items found.

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

Travel Centers of America
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Berry Hinkley Industries
Mergers and Acquisitions
M&A Sell Side
N/A
No items found.

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

Eyesore Service Plan
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Electro-Magnetic Processes, Inc.
Mergers and Acquisitions
M&A Sell Side
Undisclosed
No items found.

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

Berry-Hinckley Industries
Mergers and Acquisitions
M&A Sell Side
60 Retail Assets
No items found.

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.

PMC, Inc.
Mergers and Acquisitions
M&A Sell Side
N/A
No items found.

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

Gametime, Inc.
Mergers and Acquisitions
M&A Sell Side
$41 Million
No items found.

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