Mergers & acquisitions
Advising companies and shareholders on business sales, acquisitions, strategic combinations, and other ownership transitions.
About the firm
Young America Capital
An investment banking platform serving early-stage and middle-market companies.
Founded in 2010, Young America Capital is a FINRA/SEC-registered broker-dealer that provides M&A, capital formation, restructuring, private-placement, and related advisory services. The firm’s current overview describes a national platform of more than 60 professionals with experience across specialized industry groups.
Firm history
Built to bring broader market access to growing and middle-market companies.
Young America Capital was founded by CPA and entrepreneur Peter Formanek. The firm traces its origins to Family Office Advisor, which he launched in 2000 to serve family offices and alternative investment funds across accounting, venture capital, private equity, and real estate advisory work.
YAC was established a decade later with the aim of bringing Wall Street-caliber investment banking services to early-stage and middle-market companies. In 2013, the firm expanded with a third-party marketing and placement-agent group serving alternative investment managers in the United States and Europe.
View the firm’s official historyAdvisory capabilities
Multiple paths to a transaction or capital solution.
The firm works with companies that are seeking to sell or acquire a business, raise debt or equity, fund growth, refinance, recapitalize, or restructure.
Capital formation
Private placements of debt and equity for early-stage and established middle-market companies seeking growth capital, refinancing, or recapitalization.
Restructuring & recapitalization
Advising companies as they evaluate financing structures, balance-sheet alternatives, and transactions designed to improve financial flexibility.
Alternative investment placement
Supporting alternative investment managers seeking institutional capital commitments through the firm’s placement-agent and third-party marketing capabilities.
Sector coverage
Industry knowledge organized around active markets.
YAC organizes its advisory work around industry-focused teams, allowing clients to draw on professionals who understand the operating context, investor landscape, and transaction dynamics of their sectors.
Healthcare & life sciencesTechnology, media & telecomConsumer & retailIndustrials & manufacturingClimate, energy & infrastructureFinancial services & fintechTransportation & maritimeReal estate
Market access
Relationships across the capital and transaction markets.
Young America Capital describes longstanding relationships with financial and strategic counterparties that can be relevant across M&A and financing processes. The appropriate audience depends on the company, the mandate, and the desired outcome.
- Strategic corporate development groups
- Private equity and mezzanine funds
- Banks, finance companies and credit funds
- Venture capital investors
- Family offices
- Real estate investors and developers
Stanley Tobin
Senior Director, M&AMr. Tobin within the platform
The firm behind Mr. Tobin’s advisory work.
Stanley Tobin has worked with Young America Capital since 2011. Through the firm, he advises privately held business owners on company sales and related M&A assignments while drawing on YAC’s transaction infrastructure, sector specialists, and relationships across strategic buyers, financial sponsors, family offices, and credit providers.
That combination allows Mr. Tobin to remain directly involved with an owner while bringing the resources and market reach of a broader investment banking platform to the engagement.
Official resources
Learn more from the firm.
A confidential first conversation
It is never too early to understand your options.
Whether a transaction is being considered now or may still be years away, an early conversation can help clarify what the business may need, what the market may see, and what can be done today to strengthen the owner’s position.