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
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...
Capt. Jackson Ritchie
Senior Director, Head of Caribbean & LATAM Team, Head of Maritime, Infrastructure & Logistics
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...
Mark A. Chlapowski
Senior Director
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....
Gabriel Melamed
Senior Director
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,...
Omar Brown
Managing Director
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...
Stanley Tobin
Senior Director
Samuel Diaz
Vice President
Maryori Vivas
Senior Advisor- Caribbean & LATAM Sector