Young America Capital is a nationally recognized broker-dealer and investment bank providing advisory and capital raising services to companies in the US and select international markets. We deliver sound advice, first-class execution, and superior results by leveraging our financial expertise, deep industry knowledge, and the personal commitment of each senior member of the firm. The firm’s principals and 70 members have substantial experience with major investment banking and asset management firms.
The primary goal of the Climate, Energy, & Infra Team is to help companies in the energy transition, mobility, environmental, and infrastructure sectors find the right partner for future growth. We advise on Development Capital, Project Equity & Debt, M&A, Corporate Development, Majority Sales to Private Equity or Strategic Buyers, Platform & Roll-up Strategies, and Minority Growth Equity. We share a deep passion to partner with world-changing entities, entrepreneurs, funds, and investors who share our commitment to meeting the challenge of our generation – the transition to a zero-carbon future.
We provide a wide range of corporate finance services to companies in their growth phase and beyond:
• Public and Private Placement of Equity & Debt• M&A: Buy-side, Sell-side• Infrastructure & Energy Project Financing• Platform & Roll-up Strategies• Corporate Development• Fairness Opinions
Vince Palmieri, Managing Director, Climate, Energy, and Infrastructure GroupVince has 20+ years of experience advising corporations, financial sponsors, and family-owned businesses. While at YAC, Vince has worked with companies in clean power generation, green manufacturing, next generation fuels, mobility infrastructure, hydrogen value chain, and digital infrastructure. He leverages his knowledge in corporate strategy, portfolio management, relationship management, capital structuring and recapitalizations to help clients reach their financial and strategic goals. Vince’s experience includes advising on middle-market sell and buy-side transactions, M&A, capital raises, technology sales and asset purchases in the energy, transportation and industrials spaces. He earned his BS at Pennsylvania State University and his MBA from New York University. He holds active FINRA 7, 24, 51, 63, & 79 licenses.
Peter Perri III, Managing Director, Climate, Energy, and Infrastructure GroupPeter has 25+ years of experience both founding, operating, and financing companies, with the last 12 years focused exclusively on climate, energy, and infrastructure. While at YAC, Peter has worked with companies in hydrogen, ammonia, CCUS, bioplastics, chemicals, cryogenics, digital infrastructure, IoT, mobility, RNG and SAAS among others. Peter was the co-founder of an energy focused corporate development group with clients like Engie, Nord-Lock and Enchanted Rock opening relationships with sustainability leaders across industries, including Southern Company, Duke Energy, ExxonMobil, 3M, Honeywell, Entergy, BP, Pepsico, and Danone. Previously, he was co-founder of a gas turbine upgrade & energy storage OEM. Peter led that company’s financing efforts of $54M from family office, private equity, and strategic investors including NextEra & Xcel Energy. Peter received his BA in Economics from Davidson College and was a 4-year letterman in varsity football. Peter has received Certificates from Harvard Business School in Sustainable Investing and the University of Houston in Carbon Capture Utilization & Storage. Peter holds FINRA 7, 66 and 82 licenses.
Peter Formanek, CPA, Managing Principal, Young America CapitalPeter has 30+ years of experience advising fund managers, family offices and companies. He has been involved in more than 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 Southern Cross 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 Donaldson, Lufkin & Jenrette. Peter received his BS in Accounting, magna cum laude, and an MBA in Finance from the University of Bridgeport. FINRA licenses 7, 24, 28, 63, 79, 99.
Jeffery Gold, Senior Managing Director, Investment BankingJeffrey has 30+ years investment banking experience. Jeffrey served for 20 years as Chairman of the US subsidiary of The Quarto Group, Jeff was EVP & CFO of Esquire, a NYSE-listed publishing, technology and communications company, where he served as the company's principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named EVP in charge of corporate development & strategic planning for its Simon & Schuster Division, where he facilitated the acquisition of Prentice-Hall. Jeffrey was VP and Corporate Controller of National Patent Development (Wright Investors' Service). He began his career at Main Hurdman (KPMG). Jeffrey has a BBA from Pace University. FINRA licenses 79 and 63.79.
Omar Brown, Managing Director, Investment BankingOmar 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 in the alternative investment space throughout his career with transaction history in both equity and debt products across all major industry groups. Omar has been active in the clean tech space with companies in renewable energy (solar and biomass) and water treatment. His transaction experience has spanned his time working as a senior manager at Merrill Lynch & Co, Bank of America, Cowen & Co, BTIG and RedTail Capital markets. Omar received his BS in Economics from Amherst College. FINRA licenses 7, 24, 63.
Stephen Unterhalter, VP, Investment BankingStephen has 35+ years of experience in financial services, including investment banking, project finance, and securities analysis (buy-side and sell-side), focusing on companies in bankruptcy or financial distress. His project finance experience has been in the renewable energy industry with a concentration on the development and financing of waste-to-energy projects and export-oriented wood pellet plants. He has an undergraduate degree in Chemical Engineering from the University of Cape Town University and an MBA degree from Columbia University. Studying for the S79 and S63.