The Premier Private Capital Investment Bank

Castle Placement has raised over $1 billion for our clients.


Get Funding. Contact Us.

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105

CURRENT TRANSACTIONS

$6.2 Billion

CURRENT CAPITAL RAISES

65,000

INSTITUTIONAL INVESTORS/LENDERS

600,000+

ACCREDITED INVESTORS

Our Current Offerings

Helping Great Companies Grow

Castle Placement. Capital RaisedTM.

Looking to obtain the right business capital? We can help.

  • Raise capital or find loans for your middle market company
  • $1 million to $1 billion in all industries/geographies
  • Growth, Early Stage, Seed / 506c, Reg A+, Reg CF
  • Artificial intelligence/machine learning accurately matches investors with companies
  • CPGO – proprietary app connects companies with investors in real time
  • Robust, data-driven, deal flow technology facilitates information flow, negotiations, documentation, and closing
  • Experienced investment bankers: extensive relationships and structuring experience
  • Over 64,500 institutional investors and 600,000 accredited investors – private equity, venture capital, high net worth, strategic, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders
Helping Great Companies Grow

Castle’s Capital Raising Services

Reg D 506 (c)


No Size Limitations on Capital Raise


Accredited and Institutional Investors Only


Launch as fast as 1 week


3rd party upfront costs: Minimal

Reg A+


Raise up to $75 million each year.


Non-Accredited, Accredited and Institutional Investors


Launch in approx. 6 months


3rd party upfront costs: $100,000 – $150,000

Reg CF


Raise up to $5 million per year


All Investors (Focus on Non-Accredited Investors)


Launch in approx. 4 to 6 weeks


3rd party costs:         Low

Helping Great Companies Grow

Castle Placement Referral Program

Castle Placement has raised billions of dollars for our clients.


Refer a Company. Earn Up to $5,000.

Join Our Community.

Helping Great Companies Grow

Webinar: FinTech and Investment Banking Technology – Castle Placement/Debevoise Plimpton

Topics focus on:

  • FinTech disruption and what the legal impact might be for financial services companies
  • how the financial services landscape is being transformed by the widespread adoption of financial technology
  • how to structure transactions in response to an evolving regulatory framework

CPGO Competition

  • CPGO Competition I – WeWork
  • CPGO Competition II – CUNY Startups and Amazon
  • CPGO Competition III – LinkedIn
  • CPGO Competition IV, V , VII, IX, XI, XIII, XV, XXIV, and XXV – University of Michigan
  • CPGO Competition VI – Columbia University
  • CPGO Competition VIII – StartUp Club
  • CPGO Competition X – Dartmouth College, Tuck School of Business
  • CPGO Competition XII – University of Barcelona
  • CPGO XIV – University of Texas at Austin, Babson College, Rutgers University, New York University
  • CPGO XVI – Georgetown University, Vanderbilt University, University of Chicago, Indiana University, Rutgers University
  • CPGO XVII – Barcelona School of Economics
  • CPGO XVIII and XXVI- Benjamin Talks
  • CPGO XIX – Vanderbilt University, Brandeis University
  • CPGO XX – University of Kansas School of Business
  • CPGO XXI – Vanderbilt University, New York University, Princeton University, University of Wisconsin, University of California, Los Angeles
  • CPGO XXII – Columbia University
  • CPGO XXIII – Vanderbilty University, New York University, Columbia University

CPGOappSM – cutting edge app

Matches private companies raising debt and equity capital with targeted institutional lenders and investors

  • best matching technology
  • granular investment criteria
  • over 600,000 accredited investors and 64,500 institutional investors
  • investor contact information
  • automated emailing
Helping Great Companies Grow

Featured Transaction:

Alliance Medical Fund – Medical Office Real Estate Platform

Alliance Medical is seeking $50 million ($10 million committed already) of equity to purchase a portfolio of medical office properties. Plan to acquire approx. 20-30 assets ($120 million) in the US over five years. Acquires, finances, manages, leases, develops, renovates, and disposes of medical and veterinary properties in dense population areas. Alliance has delivered a 24% weighted average IRR on all medical properties sold since 2013. (*Disclaimer: Does not include currently owned syndications. Upon execution of NDA and a request to receive information on the currently owned medical syndications, Alliance will directly provide documentation.)

CONTACT US

Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784
kmargolis@castleplacement.com

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