Broker Check

Maritime, Infrastructure, Logistics

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. The firm concentrates its activities on industries in which its professionals have substantial experience.

We deliver sound advice, first-class execution, and superior results by leveraging our finance expertise, deep industry knowledge, and the personal commitment of each senior member of the firm. The firm’s principals have substantial experience with major investment banking and asset management firms. 

Service Offerings

PUBLIC AND PRIVATE UNDERWRITING/PLACEMENT OF EQUITY AND DEBT

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

MERGERS AND ACQUISITIONS

Our team has extensive experience providing buy-side and sell-side advisory services. We serve as advisors to various boards on strategic options, especially with regard to solutions that will minimize potential losses and provide a suitable recovery structure for the client, consistent with the age and trading prospects of the vessels. We enjoy access to and credibility with top maritime & infrastructure executives, fund managers, and secured lenders.

RESTRUCTURING

We possess financial and strategic experience specific to shipping, logistics, energy, and offshore sectors. Services include balance sheet restructurings and tax strategies, in-court and out-of-court restructurings, bondholder negotiations, and claims trading issues.

OPERATING AND FINANCE LEASE ADVISORY

Off-balance sheet and capitalized lease structures are important financing techniques used by shipping & logistics clients to create liquidity and to allocate relevant tax benefits. Our team offers clients a broad range of structures to achieve these goals.

SALE AND PURCHASE ADVISORY

Our team has relationships with leading S&P brokers handling a broad range of vessel types. The ability to help facilitate S&P orders and arrange suitable financing gives clients an opportunity to react quickly to market conditions and secure financing as part of a one-stop transaction.

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.

STRATEGIC ALLIANCES

  • PRFA
  • Eastport Maritime
  • Ports America
  • Mercator


Maritime, Infrastructure & Logistics Team 

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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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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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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Stephen Christopher

Investment Banking Analyst

scristopher@yacapital.com

Stephen Christopher is an Investment Banking Analyst at Young America Capital, where he supports senior bankers on lower-middle-market transactions across the maritime, transportation, energy, and infrastructure sectors. As a member of...
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Ryan Bailey

Senior Director

ryan@yacapital.com

Ryan has over 10 years of alternative asset management experience, focusing on capital raising and investor relations for hedge funds, private credit funds, and real estate sponsors. In addition to partnering with best-in-class asset...
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Sean Bailey (Jr.)

Senior Director

seanjr@yacapital.com

Sean Bailey Jr. has 12 years of experience in financial markets. Prior to joining YA Capital, Sean spent 9 years in the capital markets, primarily engaged in fixed income sales within investment banks. Sean’s clients included some of...
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