Young America Capital

Young America Capital

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.

Young America Capital

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. Peter, the CEO of Young America Capital, was founded in 2009. He is a CPA with 30+ years of experience advising fund managers, family offices, and companies. He previously worked as CFO and Deal-Flow Originations Analyst at Southern Cross Group ($2B+ AUM PE Fund), as a Financial Analyst at Donaldson, Lufkin & Jenrette, and Spear, Leeds & Kellogg, and is the owner of an HNW focused CPA firm and multi-family office.