Broker-dealers
Young America Capital
Young America Capital is a FINRA and SEC-registered investment bank working with early-stage and middle-market companies. It runs capital raises and sale processes, taking a mandate from strategic analysis through structuring and execution.
The work is advisory rather than balance-sheet. The firm represents the company, shapes the capital solution, and carries it to investors or acquirers. On a recent mandate it acted as financial advisor to Cloud Carib on growth financing from Partners for Growth, financing that company's expansion in the Caribbean and Latin America across sovereign cloud, cybersecurity and managed services.
Alongside company mandates the firm acts as a placement agent and third-party marketer for funds and projects, publishes research, and runs sector desks including financial services and fintech and human capital management. Axial named it to its Top 50 lower middle market technology M&A advisors.
Fee structure, retainer terms and minimum mandate size are not published. The firm asks prospects to book a strategy call, which is where those terms get set.
Best for
Early-stage and middle-market companies and fund sponsors that need a registered investment bank to run a capital raise, placement or sale. Not a fit for an owner looking for a loan on a single property.
What they do
- Investment banking advisory
- M&A advisory for lower middle market companies
- Growth financing advisory
- Capital raising for early-stage companies
- Placement agent and third-party marketing services
- Sector research
Details
| Attribute | Value |
|---|---|
| Licenses | FINRA/SEC-registered investment bank |
What stands out
- Named by Axial to its Top 50 lower middle market technology M&A advisors.
- Acted as financial advisor to Cloud Carib on growth financing from Partners for Growth.
- Registered with FINRA and the SEC as an investment bank.