About Trefethen Advisors

Trefethen Advisors is an independent financial and strategic advisory firm serving leading middle-market public and private corporations, family offices, institutional investors, operating executives and individual business owners. Our hands-on senior partners have negotiated, structured, and completed more than $8 billion in transactions. Trefethen's sector-focused business model and senior level transaction execution provides our clients with insight, relationships and efficient transaction execution.

Trefethen assists its clients in the development and execution of value-enhancement, diversification, and risk mitigation strategies involving acquisitions and dispositions, debt and equity recapitalizations, management buy-outs and ESOP transactions, and sale lease-back transactions. Trefethen's extensive relationships, industry knowledge, and transactional expertise result in optimal execution.


In addition to its partners active in the business, Trefethen Advisors is partially owned by Paxion Partners, LP, an open ended, multi-generational investment partnership which manages capital on behalf of a number of material family offices and select LP investors.