Our senior professionals have completed over 100 transactions helping our clients realize $1B of value.

 

Transactions by the Yale Group Professionals:

Private Placements

  • Herbies Auto’s – Secured $6M revolving facility for Colorado “Buy Here Pay Here” auto finance company
  • Argus Capital, Inc- Secured $20M credit facility for company that acquired and serviced Retail installment Contracts from U.S. based truck driver training schools
  • Colorado Railcar Manufacturing, a leading provider of touring and commuter transit railcars and Grand Luxe Rail Journeys, operator of luxury rail tours in North America, received term and revolver financing from Hilco Financial.
  • Questra Corporation (IT consulting and wireless devices)- received equity investment from Trident Capital
  • EBags (leading e-commerce company)- received debt placement from TransAmerica Finance
  • Financial Freedom International (debt counselling and consolidation)- received a debt facility from Key Bank Corp, and a Joint Venture Partnership with Chex Services/ Equitex for stored value cards
  • Nelson Juvenile Products- arranged a line senior secured line of credit
  • PetroEd, online training programs for the oil and gas industry, received private placement of mezzanine debt.
  • Road9 (advanced. telecom & entertainment services) received $8MM in equity from NAFTA Fund.

Manufacturing and Business Services

  • Pelican Asphalt, blending and distribution terminal in Houston, TX was acquired by Summit Materials. (NYSE:SUM)
  • Aljon, Inc. (leading manufacturer of landfill compactors and steel recycling equipment in North America)- recapitalized by Republic Financial Corporation of Denver
  • MEI Labels, manufacturer of pressure sensitive label products, tags and banners for the food industry, was acquired by Svoboda Capital Partners.
  • Magic Valley Fresh Frozen, manufacturer of frozen vegetables from the Rio Grande Valley, was acquired by Speyside Equity.

Financial Services

  • Findex (Internet banking site)- sold to Thomson Financial Publishing
  • The Company Corporation (incorporation services)- acquired by Eastgate Group

Software

  • Foxfire Technologies best of breed, real-time, supply chain execution systems for distribution and manufacturing operations, has been acquired by FTC Acquisition Corp., a private investment company.
  • Vidiom Systems, Inc. (A leading provider of interactive television software and services)- acquired by Advance Digital Broadcasting (SWX:ADBN) (global developer of software and hardware for interactive TV)
  • Cogent Technologies (accounting software)- acquired by SCS Compute, a division of the Thomson Corporation
  • Bit Software (data and fax communications)- acquired by Computer Associates
  • Personal Library Software (document search/text retrieval)- received minority investment from Knight Ridder
  • ValuSource, Inc. (Business valuation software)- sold to John Wiley & Sons
  • American Training International (Licensed computer-based training technology)- sold to McGraw-Hill’s Industrial Training division
  • New Generation Computing (supply chain software)- acquired by American Software (Amex: AMSWA)
  • Kleinrock Publishing (tax CD-ROMs)-sold to United Communications Group
  • Maplinx (database mapping software)- acquired by IMSI (Nasdaq: IMSI)

Information Technology and Publishing

  • Broadband Telephony Buyer’s Guide- acquired by Penwell Publishing
  • Oasis Publishing (Legal databases)- acquired by JuriSearch.com
  • Federal News Service (DC-based newswire service)- sold assets to Reuters, Inc.
  • University Publications of America (microfilm publisher)- acquired by Congressional Information Services a division of Elsevier (NV) Magazines
  • Magazine- acquired by John Fairfax LTD. (AUS)
  • Area Development (trade magazine)- acquired by Sterling Publications PLC (UK)

Restructurings

  • The U National College Newspaper- (also sold the company)
  • Parker Automotive
  • Castle Pines North Metropolitan District
  • La Plata County Recreational Facilities Revenue Bonds
  • Centennial Downs Metropolitan District

Business Valuations

  • Right Way Transportation
  • Aljon, Inc.
  • Colorado Railcar Manufacturing
  • MDC Holdings, Inc.
  • The Mills Corporation
  • Harvey’s Casinos and Resorts
  • Catellus Development Corporation
  • Arapahoe Water & Sanitation District (3 transactions)
  • Aurora Centretech Metropolitan District
  • Superior Metropolitan District No. 1
  • Superior Metropolitan District No. 3
  • Stapleton Metropolitan District (STAPELTON BUSINESS CENTER)
  • Interstate South Metropolitan District (2 transactions)
  • Dove Valley Metropolitan District (2 transactions)
  • Castle Pines North Metropolitan District
  • Cottonwood Water & Sanitation District
  • Meadows Metropolitan District
  • Eagles Nest Metropolitan District
  • Prima County, Arizona Industrial Development Revenue Bonds

 

See a more complete list of transactions by banker

Letter of Credit Enhanced Transactions

  • Arapahoe Water & Sanitations District (3 transactions)
  • Aurora Centretech Metropolitan District
  • Superior Metropolitan District No. 1
  • Superior Metropolitan District No. 3
  • Stapleton Metropolitan District (Stapleton Business Center)
  • Interstate South Metropolitan District (2 transactions)
  • Dove Valley Metropolitan District (2 transactions)
  • Panorama Metropolitan District
  • Multi-Family Housing Transactions in Texas
  • CommerceCenter Metropolitan Districts
  • DenverWest Metropolitan District
  • 640 Public Improvement Corporation

Restructuring or Workouts

  • Castle Pines North Metropolitan district
  • Cottonwood Water & Sanitation District
  • Carbon Metropolitan District
  • La Plata County Recreational Facilities Revenue Bonds
  • Centennial Downs Metropolitan District

Expert Witnessing

  • Castle Pines North Metropolitan District
  • Cottonwood Water & Sanitation District
  • Meadows Metropolitan District
  • Eagles Nest Metropolitan District
  • Pima County, Arizona Industrial Development Revenue Bonds
  • Superstition Mountains Community Facilities District No. 1 (Arizona)
  • Carbon Metropolitan District
  • Englewood Urban Renewal Authority
  • El Paso County Local Improvements District Special Assessment Lien Bonds
  • Castle Rock Ranch Public Improvements Authrority
  • Litigation in connection with City of Rio Rancho, New Mexico
  • Kidzmall of Grand Rapids, Michigan Mortgage Revenue Bonds (taxable)
  • Oklahoma City Housing Authority Multi-Family Housing Revenue Bonds

Due Diligence

  • MDC Holdings, Inc.- Provided due diligence in connection with financial transactions for regional baking firms on this company

Clients

  • State of Hawaii
  • State of Colorado
  • AIG Insurance Company
  • Boettcher & Company
  • Kirkpatrick Pettis & Company
  • Various Law Firms in Denver, New York, Chicago, and San Francisco
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Recent

ATR SmartProcedures, safety and compliance software, received senior debt

Pelican Asphalt, blending and distribution terminal in Houston, TX was acquired by Summit Materials. (NYSE:SUM)

National Fitness, billing software and collections for the health club industry, received private placement of mezzanine debt.

ethosIQ, business intelligence software for the call center industry, received private placement of mezzanine debt.

Manufacturing

MEI Labels, manufacturer of pressure sensitive label products, tags and banners for the food industry, was acquired by Svoboda Capital Partners.

Magic Valley Fresh Frozen, manufacturer of frozen vegetables from the Rio Grande Valley, was acquired by Speyside Equity.

Aljon, manufacturer of landfill compactors and steel recycling equipment in North America

has recapitalized and partnered with Republic Financial Corporation.

Colorado Railcar Manufacturing, a leading provider of touring and commuter transit railcars, and

GrandLuxe Rail Journeys, operator of luxury rail tours in North America, received $22MM in term

and revolver financing from Hilco Financial.

Business Services

PetroEd, online training programs for the oil and gas industry, received private placement of mezzanine debt.

Houg Special Services, transportation and logistics company, was acquired by Celadon Group, Inc. (NYSE:CGI).

Road9 (advanced. telecom & entertainment services) received $8MM in equity from NAFTA Fund.

Herbie’s Autos (car dealer) received $6MM debt funding from a Midwest Bank.

Financial Services

The Company Corporation (incorporation services) was acquired by The Eastgate Group, LLC

Findex (Internet banking site) sold to Thomson Financial Publishing

Financial Freedom International (debt counseling and consolidation) received debt from Key

Bank and established a Joint Venture Partnership with Equitex/Chex Services.

Software

Mincron Systems (ERP logistics software) company was acquired by Briarcliff Solutions Group.

Vidiom Systems, Inc. (interactive television software), was acquired by Advance Digital Bdcstg (ADBN).

Cogent Technologies (accounting software) acquired by SCS Compute/Thomson Corporation

Bit Software (data and fax communications) was acquired by Computer Associates

Personal Library Software (document search/text retrieval) received investment from Knight Ridder

ValuSource Development (business valuation software) sold to John Wiley & Sons

American Training Intn’l sold computer-based training assets to McGraw-Hill Industrial Training

New Generation Computing (supply chain software) was acquired by American Software (AMSWA)

Maplinx (database mapping software) was acquired by IMSI

Timeworks, Inc. (value-priced software) was acquired by UMI of Canada

Trio Information Systems (data, fax and voice software) received equity investment of $5MM from FIBA

Foxfire Technologies, real time warehouse supply chain software, sold to FTC Acquisition Corp.

eCommerce, Information Publishing and IT Services

EBags (leading e-commerce company) received debt placement from TransAmerica Finance Corp.

Questra Corporation (IT consulting) received equity investment of $10MM from Trident Capital

Kleinrock Publishing (tax CD-ROMs) sold to United Communications Group

Broadband Telephony Buyer’s Guide was acquired by Penwell Publishing

Oasis Publishing (legal databases) was acquired by JuriSearch.com

Federal News Service (DC-based newswire service) sold assets to Reuters, Inc.

University Publications of America (microfilm publisher) was acquired by Congressional Information

Service, a division of Elsevier (NV)

Traditional Publishing and Media

The Baltimore City Paper (alternative weekly newspaper) was acquired by The Scranton (PA) Times

Clay Communications (four daily newspapers) was acquired by Thomson Newspapers

The Havre de Grace, Maryland Record (weekly newspapers) was acquired by The Baltimore Sun, a division of Times Mirror

Independent Newspapers of New Zealand acquired North Coast Publishing Co. (weekly newspapers in San Diego)

Ms. Magazine was acquired by John Fairfax Ltd. (AUS)

Area Development (trade magazine) was acquired by Sterling Publ. Plc. (UK)

Plants Sites and Parks (trade magazine) was acquired by Billboard Communications, a subsidiary of

Affiliated Publications

Empire Press (special interest consumer magazines) was acquired by Cowles Media

Homes and Land Publishing (real estate magazines) minority sold to majority

Trailer Life (recreational vehicle publications and membership clubs) was acquired by Adams

Communications

Dearborn Financial Publishing acquired Enterprise Publishing (self-help books for entrepreneurs)

CRC Press (leading publisher of chemical texts and newsletters) was acquired by Information Holdings

Hutton Publishing (construction directories) was acquired by Macmillan, Inc.

The Forwarders List (directory of commercial collection attorneys) was acquired by K-III Communications/Primedia

Donaghue’s Money Fund Report (financial newsletter) was acquired by International Business Comms.

The Donaghue Organization (financial publisher) was acquired by International Business Comms.

Food Chemical News (FDA-related newsletters) was acquired by Information Holdings, Inc.

WMBB-TV, Channel 13, Panama City, Florida sold to Buford Television