Broker Check

Real Estate

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 real estate 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 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 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.

Real Estate

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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Tom Bronner

Head of Real Estate, Vice President

203.858.4012

tom@yacapital.com

Tom has 25+ years experience in financial services including senior roles at Lloyds Bank, National Bank of Canada, Federal Reserve Bank of NY and TD Bank. Tom received his BA in Economics from Columbia University. FINRA Licenses 63 and 82.

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Valerie Bowman

Vice President, Co- Head Cannabis Team

610.420.6594

valerie@yacapital.com

25+ years of experience in real estate at JLL, CBRE and C&W. Prior to YAC Val completed the $135M sale of a PA super license and handled several leases for Canadian LP’s. Valerie graduated from Skidmore College and holds a...

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Omar Brown

Managing Director

917.204.3773

omar@yacapital.com

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...

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Alex Devito

Investment Banking Analyst

adevito@yacapital.com

Alex began his career with six years of entrepreneurial experience building three businesses, two of which were in technology, before transitioning into investment banking. He worked in London on TMT mandates and later at Landmark...
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Jeffrey Gold

Senior Managing Director, Investment Banking

917.834.6727

jmg@goldmarkadvisers.com

Jeffrey has 30+ years investment banking experience in diverse industry sectors including publishing, media, food, beverage and health care. He founded and manages Goldmark Advisers, a team of veteran M&A and management consulting...

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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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