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.

Young America Capital – Senior Team


Peter Formanek, Managing Partner

Peter has 30+ years of experience advising fund managers, family offices and companies. He hasbeen involved in 300+ transactions over the course of his career and is also involved in the private equity field providing deal origination,fundraising, operations and COO/CFO level expertise and guidance. Prior to establishing Young America Capital, Peter was CFO of SouthernCross Group, which has raised $2B+ of AUM over four funds. Peter is also the Managing Partner in a wealth management focused CPA firm.He began his career as a Financial Analyst with Spear, Leeds & Kellogg (now part of Goldman Sachs) and as Analyst/Database Administrator atDonaldson, Lufkin & Jenrette. Peter received his BS in Accounting, magna cum laude, and an MBA in Finance from the University ofBridgeport. FINRA licenses 7, 24, 28, 63, 79, 99.


Omar Brown, Managing Director

Omar has 30+ years of experience in financial services as a senior manager in both the Public andPrivate Capital Markets. In the Private Capital Markets, Omar brings decades of strong global transaction experience across a wide range ofindustries with both Debt and Equity Capital raises and M&A advisory. With an intricate knowledge of financial product solutions, he worksclosely with clients to identify the most appropriate capital structure options to address company growth needs. Omar started his career in thepublic markets, ultimately serving in Senior management roles at Merrill Lynch & Co, Bank of America, Cowen & Co, BTIG and RedTail Capitalmarkets. In his management positions he was responsible for both debt and equity risk in the convertible bond and exchange traded fundsbusinesses. Omar received his BS in Economics from Amherst College. FINRA licenses 7, 63, 24.


Tom Bronner, Managing Director

Tom has 30+ years experience in financial services including senior roles at Lloyds Bank, National Bank of Canada, Federal Reserve Bank of NY and TD Bank. He has completed hundreds of transactions across 25 industries, while working for lenders and private equity firms. Within commercial banks and investment banks Tom covered construction, bridge, and CMBS. Responsibilities involved origination, underwriting, portfolio management, credit review, restructure/workout, and risk management. He also ran a loan syndication & trading group and was a credit committee participant. Private Equity transactions comprised acquisition, development, debt finance, equity placement, investor relations, asset management, and disposition. For the Federal Reserve Bank, he helped improve risk based examination regulatory procedures and managed teams of financial examiners covering all banking activities including real estate lending. Tom received his BA in Economics from Columbia University. FINRA Licenses 63 and 82

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Valerie Bowman, Managing Director

25+ years of experience in commercial real estate with JLL, CBRE and C&W where she directed and lead transaction management, lease administration and strategic advisory for multiple Fortune 500 real estate portfolios: clients included Verizon, SAP, Pfizer, Comcast and NovaCare. Prior to joining YAC Val was also active with commercial transaction is the Canadian market, selling business licenses and handled several leasing transactions for multiple Canadian LP’s. Valerie graduated from Skidmore College and earned a Masters of Commercial Real Estate from CoreNet. She is a licensed real estate broker with Main Line Executive Realty and licensed in PA, MD, MA, GA, NJ, NY, FL as well as being affiliated with a national brokerage network. In addition to her real estate licenses, she holds FINRA licenses Series 82 and Series 63


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