Broker Check

Caribbean & Latin America Focus

Young America Capital (YAC) is a 50 person FINRA-registered investment bank providing a full range of advisory services, including debt and equity financing, buy- and sell-side advisory, company valuations, fairness opinions, and strategic consulting. The firm’s principals bring deep experience from “bulge bracket” and boutique investment banks, Fortune 500 corporations, and entrepreneurial ventures, giving them unique insight into both large-scale transactions and the day-to-day challenges of running and scaling a business. Beyond financing, YAC has helped clients expand distribution, strengthen management teams, and grow customer bases. Since its inception, the firm has successfully completed 162 engagements representing more than $1.8 billion in total transaction value.

 

Our Caribbean and Latin America practice extends this platform globally - providing regional clients with YAC’s high-touch advisory, deep sector expertise, and culturally aligned execution.

Service Offerings

YAC is dedicated to serving the unique needs of lower-middle market clients, that is companies with enterprise values between $5.0 and $150.0 million dollars and/or those companies seeking $3.0 million to $100.0 million in capital.
Within this market, YAC seeks companies unable to finance the growing demand for their products or services from existing cash flow, companies seeking to expand through acquisitions and strategic alliances and companies seeking liquidity for long term shareholders.

CAPITAL RAISING: EQUITY & DEBT

Our professionals have extensive experience in the placement of private and public equity and debt to both retail and institutional clients. Capital is typically deployed to finance working capital, provide liquidity to shareholders, and stabilize the capital structure.

CAPITAL RAISING: PRIVATE EQUITY, VC, RE AND HEDGE FUNDS

Our professionals have extensive experience in the formation and capital raising for alternative investment fund managers for both dedicated blind-pool funds and special purpose vehicles (SPVs).

MERGERS AND ACQUISITIONS

Our team has extensive experience providing buy-side and sell-side advisory services to companies in the Caribbean, Latin America and the USA. We have been integrally involved with dozens of cross-border investments, company sales, and acquisitions. We serve as advisors to various boards on strategic options, especially concerning solutions that will minimize potential losses and provide a suitable recovery structure for the client. We enjoy access to and credibility with top executives, fund managers, and secured lenders who focus on the Caribbean and LatAm region.

BOARD OF DIRECTORS REPRESENTATION

Our team has served on public and private company boards of directors and has extensive experience providing board-level services to companies in the Caribbean, Latin America and the USA.

RESTRUCTURINGS

We possess financial and strategic experience specific to companies and funds focused on the Caribbean and LatAm region. Services include balance sheet restructurings and tax strategies, in-court and out-of-court restructurings, bondholder negotiations, and claims trading issues.

FAIRNESS OPINIONS

We provide fairness opinions under FINRA Rule 5150, which relates to M&A transactions between affiliated entities wherein conflicts of interest could arise between related parties.

SPECIAL PURPOSE ACQUISITION COMPANIES (SPACs)

We have hands-on experience setting up and completing the 1st SPAC focused on the Andean Region. A SPAC is a newly formed corporation by a prominent and qualified sponsor/management team for the purpose of raising capital in an IPO in anticipation of identifying and consummating a business combination.

Caribbean & LATAM Team Members

Peter Formanek, CPA

Founder & Managing Partner

914.777.0100

peter@yacapital.com

Peter has 30+ years experience advising fund managers, family offices and companies. He has been involved in over 300 transactions over the course of his career and is also involved in the private equity field providing deal...

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Capt. Jackson Ritchie

Senior Director, Head of Caribbean & LATAM Team, Head of Maritime, Infrastructure & Logistics

242.565.6425

jritchie@yacapital.com

Over 44 years of experience in the Maritime industry and business development. Founding member of the Royal Bahamas Defence Force. Former Assistant Port Director at Freeport Harbour Company. Founded more than 9 companies and also...

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Mark A. Chlapowski

Senior Director

347.503.3033

mark@yacapital.com

Mark is an emerging markets veteran with 25+ years of experience as a corporate financier and advisor. A generalist, he has served sovereigns, institutions and companies across many industries within the context of challenging markets....

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Gabriel Melamed

Senior Director

914.806.3811

gabriel@yacapital.com

Gabriel is an accomplished Senior Executive and Advisor with 30+ years of experience in Financial Services, Commodities and Real Estate industries. His broad areas of expertise include investment banking, financial products,...

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Omar Brown

Managing Director

917.204.3773

omar@yacapital.com

Omar has 25+ years of experience in the capital markets advising institutional investors in both the public and the private market. He has been an active advisor and investor (endowment and hedge fund) in the alternative investment...

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Stanley Tobin

Senior Director

917.691.2813

stan@yacapital.com

Stan has over 30 years of experience within Financial Services, including Institutional Sales & Marketing, Business Development and for the last 11 years, Investment Banking. His former positions included positions at Merrill Lynch,...
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Samuel Diaz

Vice President

sam@yacapital.com

Samuel Diaz is a seasoned financial professional with nearly three decades of experience in fixed income trading, securities finance, and emerging markets. He brings to Young America Capital a rare combination of deep institutional...
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Maryori Vivas

Senior Advisor- Caribbean & LATAM Sector

maryori@yacapital.com

Maryori has more than 25 years of professional experience. She has vast experience abroad and at home in business development. She holds a BSc of Industrial Engineering and CMSc of Systems Engineering. Maryori is fluent in Spanish,...
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