We believe in the value of relationships and in creative solutions.


The benefits of working with The Yale Group

Comprehensive Research
Transactions require meticulous research, through analysis and concise presentation. The Yale Group meets this requirement with sophisticated analytical skills, a keen sensitivity to the trends in public and private markets and a high level of expertise in marketing and the structuring of transactions.

Financial Expertise
The Yale Group has strong relationships with lending sources in-depth experience in accessing private equity and executing lines of credit. Our expertise provides management with the resources and flexibility to execute its business plan successfully.

Ability to Move Quickly
The Yale Group can make deals happen fast. We have proven experience in creatively tailoring transactions to meet the needs of all parties while allowing the growth of the underlying business. We move quickly, yet prudently, from the inception of the potential transaction to closing. In some cases, that is less than 100 days.

Due Diligence & Post Transaction Support
The Yale Group also assists in the due diligence process and has relationships with experienced accounting and legal professionals to allow us to close expeditiously. We also provide comprehensive post-transaction support.

Confidentiality and Integrity
We understand and fully respect the need for complete confidentiality regarding shared information or discussions. The Yale Group is known for high-quality standards and emphasizing the financial well being of its clients. This culture of integrity defines our working relationships with business owners and their management teams.

Client Commitment
We take pride in understanding the needs of our clients and serving them with exceptional integrity. We are also committed to satisfying their financial needs on a short and long-term basis. This makes us firm of the choice to assist you in satisfying your mergers, acquisitions and private placement needs.

What Makes Us Different
Most financial advisors have no business operating experience. They will not help you find senior or mezzanine debt. They do not help you build the business; their interest is in selling it. Each of our professionals has extensive corporate experience. The Yale Group works with you to grow your business and satisfy your financing and strategic needs now and in the future.