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Brett Forman
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@trezcapital.com

CAPITAL /

Brett Forman

Trez Capital

Executive Managing Director, Eastern US

Job Functions: Executive, Acquisitions & Dispositions, Equity Strategies, Originations, Portfolio Management

Bio

Brett Forman leads operations in Eastern U.S. for Trez Capital, managing offices in Palm Beach, FL and Atlanta, GA. Brett founded Forman Capital, LLC in 2004 and, in 2016, Forman Capital entered into a partnership with Trez Capital Group LP to form Trez Forman Capital Group LP. Brett was previously a Principal at Sylvan Ventures, LP (a joint venture between Apollo Advisors and Sylvan Learning Systems), a $350 million venture capital firm.

 

Brett spent five years in the retail business as President & COO of FEI, Inc. and County Seat Stores, where he concentrated on real estate and retail transactions when he worked in corporate finance and mergers and acquisitions at Bear Stearns & Co.

 

Brett graduated from the University of Pennsylvania's, Wharton School with a Bachelor of Science in economics and a concentration in real estate finance. Brett serves as Chairman on the Foundation Board of the Achievement Centers for Children & Families in Delray Beach, Florida.

Areas of Interest

Deal Type
Acquisition, Development, Recapitalization, Refinance, Rehabilitation