Broker Check

History

Young America Capital is a FINRA/SEC registered broker dealer founded in 2010 by Peter Formanek, a CPA and successful entrepreneur. The firm grew out of Family Office Advisor, a CPA and Wealth Advisory business founded by Peter in 2000, which provides accounting services and Venture Capital, Private Equity, and Real Estate advisory services to large Family Offices and Alternative Investment Funds.

Peter’s vision for Young America Capital is to build upon his early success as an advisory firm by bringing Wall Street investment banking pedigree and services to early stage and middle market firms. He began this journey over the last ten years by attracting top notch industry and market specialists to the firm. Growing from an initial foundation of three people to more than thirty strong today, the firm offers a broad spectrum of investment banking services and deep industry expertise. Within the last three years , the firm has accelerated its development by adding specialized industry practices including Healthcare & Life Sciences headed by Dr. Bruce Forest and Maritime & Infrastructure led by Henry Juan and Consumer & Retail led by Todd Slater.

In addition to understanding the unique investment banking needs of the Middle Market, Peter clearly recognizes the marketing and fundraising needs of Alternative Investment firms based on his Private Equity and Venture Capital advisory experience. For this reason, he also expanded Young America Capital in 2013 by adding a Third Party Marketing and Placement Agent Group with pillars in the United States and Europe.

As we look to the future, Young America Capital is positioned to continue on a growth trajectory with additional industry practices widening the spectrum of offerings and expertise meeting existing and prospective clients' needs.