Consumer & Retail
Young America Capital is a nationally recognized broker-dealer and investment bank providing companies and investors with advisory services across a focused range of disciplines. With deep industry and transactional experience spanning over 30 years, our advisory team is acutely aware of the rapid convergence occurring in the consumer-branded and omni-channel retail landscape. We focus our advisory on proprietary, independent, and sound advice, first-class execution, and superior results by understanding transformative industry dynamics.
Service Offerings:
MERGERS AND ACQUISITIONS
Our cumulative industry experience and advisory expertise enable us to customize innovative transactional and strategic solutions for the clients we serve. Our team has an extensive track record in exclusive sale advisory and buy-side transactions. We seek to leverage our senior-level industry relationships and analytical expertise to identify and articulate transactional synergies that maximize value in the sell-side process. We also advise on the acquisition and sale of distressed businesses and assets, including identifying opportunities across sectors for value-enhancing consolidation opportunities.
PUBLIC AND PRIVATE PLACEMENT OF EQUITY & DEBT
Our professionals have a high degree of market insight having led consumer and retail sell-side capital markets teams at bulge bracket institutions over more than 20 years. We have extensive experience in the placement of private equity and debt, leveraging a wide network of both retail and institutional clients. Capital is typically deployed to finance growth initiatives, make strategic transactions, provide liquidity to shareholders, and restructure or stabilize the capital structure.
STRATEGIC ADVISORY SERVICES
Maintaining a high level of confidentiality, we have served as advisors to boards and special committees on a wide range of options, especially with regard to strategic solutions that will minimize potential losses and provide a suitable recovery structure for the client, fund managers, and secured lenders.
PUBLIC MARKET ADVISORY
With extensive IPO and secondary transaction experience, we work with management teams to form a comprehensive strategy to articulate positioning and differentiation that results in heightened investor appreciation of the story and thus increasing value and impact in the institutional investor market.
FAIRNESS OPINIONS
We provide fairness opinions under FINRA Rule 5150 relating to transactions between affiliated entities wherein conflicts of interest could arise between related parties.
Consumer & Retail
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...
David Link
Co-Head Consumer & Retail, Senior Director- Rocky Mountain Region
Todd D. Slater
Senior Director, Co-Head of Consumer and Retail Banking
Todd has 23 years experience in Consumer Investment Banking and Sell-Side Capital Markets having served in senior roles at Threadstone Advisors, Lazard Capital Markets, and UBS Securities. Todd was also a senior executive and women's...
Nicholas "Claude" Colabella
Director
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...
Michael Kuntz
Senior Director
Michael has 28 years of experience working with emerging companies, raising over $1.0 billion in equity capital for both public and private companies. In addition to investment banking Michael held positions as CFO/COO for three early...