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 Legal Cannabis landscape. We focus our advisory on proprietary, independent and sound advice, first class execution and superior results by understanding transformative industry dynamics.
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 lead 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 concerning 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.
We provide Fairness Opinions under FINRA Rule 5150 relating to transactions between affiliated entities wherein conflicts of interest could arise between related parties.
Michael Huttner Head of Cannabis & Hemp Team
In addition to his investment banking duties, Mike heads up the Huttner Group, a cannabis strategic advisor. He served as CEO of Fenton (social change agency). Michael was a founding partner in the Denver law firm of Foster, Graham and Huttner where he headed the firm’s political, nonprofit and lobbying practice. He worked as Policy Advisor to Gov. Roy Romer and clerked at the Clinton White House. He earned his J.D. from the University of California, Hastings Law School, where he served on the Hastings Law Journal, and his B.A. from Brown University. FINRA licenses 79, 82 and 63.
Jon Lunsford, SVP - Cannabis & Hemp Investment Banking
30+ years of experience executing capital raises and M&A deals in sizes ranging from $1 million to $2 billion. He founded the media and technology group for SunTrust Bank, and was a senior financial officer at Continental Cablevision and Falcon Cable. C-suite roles and advisory assignments at Sundance Entertainment, PanAmSat, and CIBC. He has worked in a wide range of industries, with particular expertise in TMT and cannabis. He graduated from the College of William and Mary. FINRA licenses 79 and 63.
Don Jackson, SVP - Cannabis & Hemp Investment Banking
30+ years of experience executing capital raises, asset management and M&A deals for Salomon Brothers, UBS, Nomura and Prudential. Cannabis experience includes successful capital raise advisory roles with www.ShoProductsTeam.com and www.MyInsa.com. Don has a BA and MBA from Columbia University. FINRA licenses 82 and 63.
Bill Marcus, SVP - Cannabis & Hemp Investment Banking
30+ years of experience in institutional sales management, global business development and alternative investments at www.GreenTableGlobal.com, NewEdge, Bear Stearns, and DLJ. Bill has strong relationships with family offices and institutional investors. Bill has a BS from Syracuse University School of Management and attended the Harvard Business School MBA program. FINRA licenses 3, 7, 24, 30 and 63.
Omar Brown, Managing Director – Cannabis & Hemp Investment Banking
25+ years of experience in financial services at Merrill Lynch & Co, Bank of America, Cowen & Co, BTIG and RedTail Capital markets. Prior to Young America, Omar was an active advisor and investor (endowment and hedge fund) in the alternative investment space with transaction history in both equity and debt products. Omar received his BS in Economics from Amherst College. FINRA licenses 7, 63 and 24.
David Bunzel, Public Markets Business Development
30+ years of experience in the financial services industry including asset management roles at Jet Equity Partners (L/S equity), Aletheia Research and Management (L/S equity), Irvine Partners, Nob Hill Capital and EF Hutton Asset Management. David has an MBA in Finance from NYU, and a BA in Economics from the University of Michigan. FINRA license 7.
Peter Formanek, CEO, CPA
With 30+ years of transactional experience advising fund managers, family offices and companies. Previously worked as CFO and Deal-Flow Originations Analyst at Southern Cross Group ($2B+ AUM PE fund manager), and Financial Analyst at Donaldson, Lufkin & Jenrette, and Spear, Leeds & Kellogg. Recent cannabis experience includes managing the $65M sale of a Florida Super License to Harvest Health & Recreation and participation in all of YAC’s cannabis engagements. Peter has a BS in Accounting, and MBA in Finance from the University of Bridgeport. FINRA licenses 7, 24, 28, 50, 63, 79 and 99.