Our History
Young America Capital was founded in 2010 on a single premise: growing companies deserve the same caliber of investment banking as the largest ones.
FINRA / SEC-registered broker-dealer · Mamaroneck, New York
2026 Firm Overview (PDF)The firm today
Capital raised
$1.6 billion since our founding in 2010, including $411 million for more than 30 clients across 2024 and 2025. View completed transactions
Team
50 registered representatives, each a specialist in the sector they cover. Many spent decades as operators and executives in their industries before joining the firm.
Services
Capital raising, M&A advisory, and third-party marketing for alternative investment managers.
Sectors
Healthcare & life sciences, technology, consumer & retail, industrial & manufacturing, maritime & infrastructure, financial services, energy & renewables, and real estate. Dedicated regional coverage of the Caribbean & Latin America.
Oversight
Registered with FINRA and the SEC. Verify on BrokerCheck
How we got here
2000
Family Office Advisor. Peter Formanek launches his first firm, advising family offices and alternative investment funds on accounting, venture capital, private equity, and real estate.
2010
Young America Capital. Peter founds YAC as a registered broker-dealer to bring senior-level capital raising and M&A advisory to early-stage and middle-market companies.
2013
Placement Agent Group. The firm launches its Third-Party Marketing and Placement Agent Group, supporting alternative investment managers in the U.S. and Europe.
Founder & Managing Partner
Peter Formanek, CPA
Peter began his career as a financial analyst at Donaldson, Lufkin & Jenrette and Spear, Leeds & Kellogg, then co-founded a wealth-focused CPA and advisory firm before establishing Young America Capital.
Over more than 30 years he has advised fund managers, family offices, and companies on over 300 transactions, and remains active in private equity, providing deal origination, fundraising, and COO/CFO-level guidance.
Education BS Accounting, MBA Finance, University of Bridgeport
Licenses FINRA Series 7, 24, 28, 54, 63, 79, 99
Awards and recognition
Honors received by Young America Capital from industry organizations and publications.
Awards and recognitions are not indicative of future performance and should not be construed as an endorsement of Young America Capital by any client. Selection criteria are determined by the awarding organization.