Sectors / Human Capital Management

Human Capital
Management

M&A and capital raising for staffing, payroll, benefits and HR technology companies.

Sector overview

Services, coverage and team in one document.

The sector

We advise owners, boards and management teams of human capital management companies on selling, buying and financing their businesses.

The team has worked in this market from both sides of the table, as bankers and as CFOs and operators of growing companies. A senior banker runs each engagement from the first meeting through closing, and the work stays confidential throughout.

$1.8B

In transactions closed across all YAC sectors since the firm was founded

30+ years

Transaction and industry experience on the team

What we do

Mergers and acquisitions

Exclusive sell-side and buy-side advice, including distressed businesses and assets. Buyers are approached through senior relationships with strategic acquirers and private equity firms.

Equity and debt placements

Public and private placements with retail and institutional investors to fund growth or acquisitions, give shareholders liquidity, or restructure the balance sheet.

Strategic advisory

Confidential advice to boards and special committees on strategic alternatives, including recovery structures for the company, its fund managers and secured lenders when losses have to be contained.

Public market advisory

IPO and secondary offering work with management on how the company is positioned to institutional investors.

Fairness opinions

Opinions under FINRA Rule 5150 on transactions between affiliated parties, where conflicts of interest can arise.

Industry range

Workforce services

Staffing & Recruiting

Executive Search

PEO & Employer of Record

HR Outsourcing

HR technology

Payroll & HRIS

Talent Acquisition

Workforce Management

Employee Engagement

Benefits

Benefits Administration

Benefits Brokerage

Retirement Plan Services

Compliance & Risk

Learning

Corporate Training

Professional Education

Credentialing & Testing

Leadership Development

The team

Omar Brown

Senior Managing Director, Investment Banking

omar@yacapital.com

Debt and equity raises and M&A across industries over 30 years. Senior roles at Merrill Lynch, Bank of America, Cowen, BTIG and RedTail Capital Markets.

Michael Kuntz

Senior Director

michael@yacapital.com

Over $1 billion in equity raised for public and private companies. Former CFO/COO of three early-stage companies. Based in Tampa.

Peter Formanek, CPA

Founder & Managing Partner

peter@yacapital.com

Advisor to companies, fund managers and family offices for more than 30 years. Former CFO of Southern Cross Group, $2 billion-plus raised across six funds.

View the full YAC team