News & Press Releases

Young America Capital has been named to the 2026 Axial Advisor 100, a recognition of the most highly regarded sell-side advisors serving the lower middle market in North America.

We view this recognition as a reflection of the founders and executives we have had the privilege of working alongside, not just the transactions we have closed.

As Caribbean economies expand and demand for cross-border capital grows, Young America Capital has spent the past six years building relationships across the region. Founder and Managing Partner Peter Formanek recently traveled to Jamaica to attend the Jamaica Stock Exchange Regional Investments and Capital Markets Conference, where he spoke to why YAC — a FINRA/SEC-registered Investment Bank and Broker-Dealer — is now actively focused on Jamaica, Barbados, Trinidad, the Bahamas, the Dominican Republic, and Puerto Rico. To support this initiative, Young America Capital has published a comprehensive report on Jamaica's capital markets, highlighting the performance of the 10 largest publicly listed companies and compiling full performance data across every listed company on both the Main and Junior Markets — a resource we are actively sharing with investors who have expressed interest in the region.

Young America Capital shares insights from The Future of Solar Energy conference, highlighting solar investment trends, grid integration challenges, and Latin American solar market opportunities.

Young America Capital (YAC), has been named to the 2026 Top 50 Lower Middle Market Technology Investors and M&A Advisors list published by Axial. The ranking highlights the most active advisors in technology transactions and is based on a weighted formula that evaluates technology deals brought to market, buyer engagement, investment mandates, and transactions that advance to key milestones such as NDA, IOI, LOI, or closed deals. Young America Capital was recognized as one of the leading sell side firms in the technology sector within the Axial network, reflecting the firm’s continued work advising founder led and growth stage technology companies on mergers and acquisitions and capital raising transactions.

Young America Capital is proud to sponsor the Entrepreneurship Foundation Climate Challenge, a competition focused on advancing practical solutions that reduce greenhouse gas emissions and improve energy efficiency.

The Climate Challenge brings together high school students, college students, and early-stage entrepreneurs developing climate technology and sustainability-driven business models. Finalists present their proposals before a live panel of judges, with cash grants and in-kind advisory support awarded to selected teams.

Our participation is especially meaningful as our Chief Executive Officer, Peter Formanek, is a graduate of University of Bridgeport, where the final presentations are hosted. Supporting this initiative reflects both our commitment to responsible innovation and our connection to institutions developing the next generation of business leaders.

At Young America Capital, we work with founders and growth companies across clean technology, infrastructure, and industrial sectors. Climate solutions require disciplined capital formation and thoughtful execution. We are pleased to support a program that encourages measurable impact and sound business development in the climate and clean energy sectors.

Performance, dispersion, and opportunity across the Caribbean’s most mature public market.

Midwest IT is changing the game. See how below. From legacy systems to cloud-first solutions, we’re building the future of infrastructure right here in the heartland.

Young America Capital is proud to announce that David Bunzel, Sr. Managing Director, will represent the firm as a guest speaker at the Ninth Annual State of the Cannabis Industry Conference on Monday, October 27, 2025, in Boston.

David will join a distinguished group of panelists for “Restructuring and Receiverships Challenges and Opportunities in Cannabis”, a session addressing one of the most pressing issues in today’s cannabis market. The panel will explore the impact of market saturation, pricing pressures, and limited access to bankruptcy protections — and how lenders, advisers, and restructuring professionals are stepping in to manage distressed and troubled companies.

David’s participation underscores YAC’s active role in shaping the dialogue around cannabis finance, M&A, and restructuring. Having a YAC senior leader on this panel reflects our firm’s deep commitment to guiding clients in the cannabis sector through both challenges and opportunities.

 October 27, 2025 | 8:30 a.m.–6:00 p.m. ET
 Omni Boston Hotel at the Seaport, Boston

Young America Capital (YAC), a FINRA/SEC-registered investment bank, served as the financial advisor to Cloud Carib in securing strategic growth financing from Partners for Growth. This transaction strengthens Cloud Carib’s expansion in the Caribbean and Latin America, supporting its sovereign cloud, cybersecurity, and managed services solutions. Our business is built on a foundation of thoughtful client relationships. Read more into it below...

We’re excited to share that Young America Capital has been included in Axial’s 2025 Top 50 Lower Middle Market Healthcare Investors & M&A Advisors list! We’re grateful for this recognition, which highlights our dedication and teamwork in the healthcare space over the past year.

At YAC, our Healthcare & Life Sciences team is passionate about supporting our clients through complex transactions—offering insights, structuring deals, and helping them navigate regulatory and market challenges. Being recognized by Axial alongside so many outstanding firms is a wonderful honor for our team.

A big thank-you to our clients, partners, and colleagues who make this possible. We look forward to building on this momentum and continuing to deliver value in the healthcare sector.

Young America Capital (“YAC”) is proud to announce that the firm’s role advising Biggs Construction in its acquisition by MasTec, Inc. has been shortlisted for the Private Equity Wire Awards® 2025 in the category of Performance of the Year: Buyout under $500 million.

The transaction, successfully executed by Stanley Tobin, Managing Director at YAC, reflects the firm’s strong expertise in advising on complex middle-market M&A transactions. By representing Biggs Construction, YAC helped to achieve a strategic outcome that positions the company for continued growth under MasTec, a leading infrastructure construction firm.

As one of the most active investment banks serving the lower middle market, YAC continues to expand its presence across key industries, advising founders, entrepreneurs, and private equity sponsors on strategic exits, capital raising, and growth opportunities.

Introducing interns to the key roles, must-have traits, and types of banking institutions, Claude Colabella delivers a fast-paced, eye-opening presentation that offers a fresh take on the fundamentals of the industry.

As part of our ongoing intern development series, Ran Zfoni, Head of Israeli and European Tech Investment Banking at Young America Capital, delivered an engaging and insightful overview of the global technology M&A landscape. Drawing on years of cross-border advisory experience, Ran explored current trends, valuation drivers, and what defines an attractive acquisition target in today’s tech market.

He also discussed evolving deal structures such as carve-outs, roll-ups, and majority buyouts—highlighting that tech M&A now accounts for approximately 40% of all deal activity, up from just 20% in 2021.

July 2, 2025- Young America Capital is pleased to announce its participation in the successful sale of The Spinnaker to OC Rooms, led by Spiro Buas. The transaction marks an exciting new chapter for The Spinnaker, a well-regarded hotel known for its prime location and excellent service.

Stan Tobin, Managing Director at Young America Capital, served as the lead representative in this transaction, helping to facilitate a smooth process for all parties involved. 

This sale reflects continued strength and investor interest in the hospitality sector, and Young America Capital remails committed to supporting clients in navigating complex transactions across the real estate and hospitality industries. 

Young America Capital Advises Climber in Strategic Acquisition by Revenue Analytics, Expanding AI-Driven Revenue Management for the Hospitality Industry

Episode 99 of the BOLD CONSCIOUS CONNECTIONS Podcast, Peter Formanek shares his journey in investment banking, lessons in entrepreneurship, and strategies for achieving balance while scaling success.

We’re proud to share that Young America Capital has been recognized by Axial as one of the Top 50 Technology Investment Banks for 2025! This honor highlights our team’s dedication to advising innovative technology companies on growth strategies, M&A, and capital raising across global markets.

A big thank you to our clients and partners who trust us with their most important transactions — and congratulations to our team for their exceptional work in the tech sector!

Technology: Celebrating Omar Brown's Outstanding Achievement

Omar Brown of Young America Capital has achieved a remarkable milestone in the technology sector! Representing Shillat Technologies, an innovative IT company based in Ontario, Canada, Omar showcased his exceptional skills and expertise.

With Omar's adept guidance, Shillat Crypto Mining secured a $1 million equipment finance facility funded by J.J. Astor & Co. This outstanding project, boasting an impressive EBITDA margin of over 60%, went to market and triumphantly closed within just 58 days after signing a Letter of Intent (LOI) in October 2024.

Congratulations to Omar Brown and Shillat Technologies for this incredible success!

We’re proud to be recognized by Axial as one of the Top 50 healthcare-focused investment banks for 2024. This distinction reflects our team's deep sector expertise, commitment to client outcomes, and proven track record across M&A, growth capital, and strategic advisory in the life sciences and healthcare sectors.

From biotechnology and diagnostics to healthcare services and digital health, Young America Capital continues to support founders, executives, and investors driving innovation in patient care.

Congratulations to our Life Sciences and Healthcare Group on this well-earned recognition!

Axial is excited to release our Q1 2024 Lower Middle Market Investment Banking League Tables.

To assemble this list, we reviewed the deal-making activities of 378 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Axial is happy to release its 2024 publication of the Top 50 Lower Middle Market Technology Investors and M&A Advisors: a list that features Axial’s 50 most active and sought-after members who specialized in transactions across various tech sectors over the past 12 months

The entrepreneurial spirit is alive and well. Here in our studio is Raju Panjwani, the managing director of investment banking at Young America Capital, to talk about raising money to grow small businesses.  

How is the industry accessing capital? What is the status of the M&A market? How are deals being structured, and who are the active players? Join us at the seventh Annual State of the Cannabis Industry Conference for our panel featuring capital sources and advisers who offer answers rooted in firsthand experience.