CASTLE PLACEMENT
The Premier Private Capital Investment BankTM ¹
100+
Current Transactions
$6.2 Billion
Current Capital Raises
65,000
Institutional Investors
600,000
Accredited Investors
Why Castle?
Investor
Relationships
Investment
Banking Experts
Capital Raising Data,
Technology, and AI
Why Castle?
Investor
Relationships
Investment
Banking Experts
Capital Raising Data,
Technology, and AI
Trusted by Issuers
Valued by Investors
Largest Investor Network in Private Capital
$ Billions Raised for our Clients
Get Funding
Contact Us
Get Funding
Contact Us
What Our Clients and Investors Are Saying
What Our Clients and Investors Are Saying
Greg Lippmann – Founder, LibreMax Capital
I have worked with Ken Margolis (one of the best bosses I ever had) and Richard Luftig for decades and hold them in the highest possible regard. Castle Placement’s deal flow aligns perfectly with LibreMax’s investment philosophy – opportunistic, contrarian, special situations, etc.
Erik Conrad – President, inCommercial Property Group
We had occasion to engage Castle Placement for equity and debt placement on several transactions from 2016-2018. Their elegant, market based approach to sourcing capital helped take our business model and turn it into a reality. In each case, the team at Castle Placement was able to bring several qualified offers to ensure that we were receiving truly competitive economics.
Tony Ettinger – Senior Advisor, KCK Financial Services
As you know, we are a family office. One of our main focuses is financial services companies, and we appreciate that Castle has a clear understanding of our investment criteria. We consistently see relevant, curated potential investment opportunities from Castle, communicated in a concise and professional way. Plus, their data/technology platform for clients and investors aligns very well with our data-driven investment approach.
Peter McMillan – Co-Founder, Pacific Oak Companies
I have worked with Richard and Ken since 1995 when I was the CIO of SunAmerica and they were at CSFB, and closed many, many successful transactions with them, including at Castle Placement. They have always done a great job getting great execution for me, while conducting themselves in a professional manner with honesty and integrity and the highest ethical standards.
Gavin Evans – Director, EAT GROUP
We are a health and wellness focused company and hired Castle Placement to raise capital to fuel our acquisition/growth strategy. Castle really delivered for us. In a way, the transaction epitomizes the scope of the Castle Placement platform and why we hired them. I am based in Australia, and Castle found a great Australian investor/financial partner that likes the agriculture, food and beverage sector. I actually knew of the investor, but the private capital markets are incredibly inefficient, and Castle Placement brought us together for this transaction. We are delighted.
Matt Belcher – CEO, CalTier Realty
We are an innovation real estate investment platform that is disrupting how ordinary people access multifamily opportunities. Castle Placement has been with us every step of the way and contributed significantly to our success. They are our trusted advisor, investment bank, and partner.
Stephen Johnson – Managing Director, Invesco Private Capital
We recently invested in a Castle Placement deal. The Castle platform, process, and team were extremely helpful in providing all of the information we required and facilitating the entire transaction. I have known many of the Castle bankers for decades, and look forward to closing more transactions with them in the years to come.
Robert Bevis – CEO, LIVES Training Institute
We are currently doing a capital raise with Castle for our law enforcement training facility and have executed a term sheet with one of their investors. This is a very specialized project and we were lucky that we met Castle. Their deep investor relationships were critical for us to find the perfect financial partner. I have already recommended Castle to several friends that are raising capital
Renata Black – CEO, EBY
We are extremely pleased that we hired Castle Placement for our capital raise to grow our women’s underwear DTC retail business. Castle brought many, many qualified investors to the table and created a very competitive process. EBY is expanding rapidly and we are extremely busy, but Castle’s process was super-efficient and their team was exceptionally responsive to our needs. I believe that Castle obtained the best possible execution in closing our round and provided great service and follow-up. I strongly recommend them.
Joe Gillas – President, Impact Fisheries
We are an ESG focused company and hired Castle Placement to raise a substantial amount of capital for our project. We were very pleased with Castle’s execution. They obtained very attractive capital for us and the perfect strategic partner for our operations. The Castle team was extremely transparent and hands-on throughout the whole process. We enjoyed working with Castle and recommend them highly.
Max Wieder – Celcy Technologies – Client
As the CEO of Celcy Technologies, I hired Castle Placement as my exclusive placement agent to raise capital to enable our launch. Our company was early stage, and market conditions were volatile (to say the least). Despite these challenges, Castle brought several targeted, interested investors to the table. Their process was extremely efficient and fast, and resulted in an amazing seed investor that was a perfect fit to fuel Celcy’s growth. Great platform, great bankers.
Bill McQueen – Quarter Horse Capital – Investor
With such limited time nowadays to take in the news - I have literally narrowed it down to these "What’s Happening. A View from the Castle." I only logon to Linkedin for this update, and then I’m gone - keep 'em coming!
Dominic O’Dierno – Vice President, Q5iD, Inc. – Client
Chaz Guinn – CEO, Revolve Capital – Investor
Chris Ricciardi – CEO, Edly Inc. – Client
Eric Fretz – Entrepreneurship Faculty Lecturer, University of Michigan
The CPGO Competition was great as always. I really appreciate you creating this space for the teams. They really seem to rise to the occasion and get a lot out of it. I very much enjoy this partnership and the growth and engagement it fosters for my students!! Thanks!
Michael Ballard – CEO, CCS Growth Partners
Castle Placement: Thank you for believing in me enough to take me on as a client. There is no way we would be where we are today without our engagement. I am truly humbled and grateful. You help push me and have expanded my vision and made it more than just an idea, but a reality that is currently very palpable.
Bill Bymel – CEO, First Lien Capital
Jeffrey Collé – Developer, Estates by Jeffrey Collé
I’ve built homes in the Hamptons for Billy Joel, Beyoncé, Alec Baldwin, Donna Karan, Wall Street moguls, and countless other clients. They all required uncompromising quality and precision, and I, in turn, demanded the same thing from the professionals that I hired - and Castle delivered. From engagement through closing the Castle team (from the top on down) were incredibly responsive and professional.
Rob Kramer – Managing Member, Offroad Capital Partners
OffRoad’s strategy is just that, non-traditional investments. Castle does a great job showing us transactions that fit our risk/yield profile. I have know Richard since college (I won’t specify just how many years that entails) and have been extremely impressed with his career. We think Castle’s platform and technology are cutting edge and a great benefit for private equity investors.
Duncan Ramage – Partner, Forum Equity Partners
We are a private equity investor and project developer focused on real assets, structured finance and opportunistic situations. Sourcing attractive investment opportunities is essential for our success, and Castle provides a great flow of potential deals that fit our mandate. I was an early adopter of the CPGO app and think it is a great way for us to evaluate potential investments in an efficient way.
Mark Seigel – President, Veritas Financial Partners
Castle Placement raised our start-up capital round. This allowed Veritas to build its team, infrastructure, systems, and technology. We provide Asset Based Loans to entrepreneurs, management teams and private equity sponsors to propel their middle-market businesses, and strive to be a flexible, responsive, trustworthy partner to our borrowers. We have closely observed the disruptive fin-tech advances that Castle Placement has made in the equity and debt capital markets and deeply appreciate our relationship with Richard and Ken.
Tim Nesler – Managing Director, Marengo Real Estate Investments
We are a single-family residential fix and flip platform in Houston, Texas. Castle Placement has helped us every step of the way to build our platform, including assisting us in identifying the market opportunity and formulating our strategy. The capital that Castle has secured for us is driving our growth strategy, and we could not be more excited. Castle has been supporting us post-closing as well, and we hope to continue to work with them on future capital raises.
Rajesh Gandhi – Chairman, Choron Group
The financing transaction that we closed with Castle Placement has helped us expand our business operations. Unfortunately, the diamond industry is misunderstood and several major banks are reducing their presence. As a leading diamond company, having the required capital to grow our business is crucial. Castle was able to find the perfect financial partner for us and their team did a terrific job from engagement through closing.
Greg Lippmann – Founder, LibreMax Capital
I have worked with Ken Margolis (one of the best bosses I ever had) and Richard Luftig for decades and hold them in the highest possible regard. Castle Placement’s deal flow aligns perfectly with LibreMax’s investment philosophy – opportunistic, contrarian, special situations, etc.
Erik Conrad – President, inCommercial Property Group
We had occasion to engage Castle Placement for equity and debt placement on several transactions from 2016-2018. Their elegant, market based approach to sourcing capital helped take our business model and turn it into a reality. In each case, the team at Castle Placement was able to bring several qualified offers to ensure that we were receiving truly competitive economics.
Tony Ettinger – Senior Advisor, KCK Financial Services
As you know, we are a family office. One of our main focuses is financial services companies, and we appreciate that Castle has a clear understanding of our investment criteria. We consistently see relevant, curated potential investment opportunities from Castle, communicated in a concise and professional way. Plus, their data/technology platform for clients and investors aligns very well with our data-driven investment approach.
Peter McMillan – Co-Founder, Pacific Oak Companies
I have worked with Richard and Ken since 1995 when I was the CIO of SunAmerica and they were at CSFB, and closed many, many successful transactions with them, including at Castle Placement. They have always done a great job getting great execution for me, while conducting themselves in a professional manner with honesty and integrity and the highest ethical standards.
Gavin Evans – Director, EAT GROUP
We are a health and wellness focused company and hired Castle Placement to raise capital to fuel our acquisition/growth strategy. Castle really delivered for us. In a way, the transaction epitomizes the scope of the Castle Placement platform and why we hired them. I am based in Australia, and Castle found a great Australian investor/financial partner that likes the agriculture, food and beverage sector. I actually knew of the investor, but the private capital markets are incredibly inefficient, and Castle Placement brought us together for this transaction. We are delighted.
Matt Belcher – CEO, CalTier Realty
We are an innovation real estate investment platform that is disrupting how ordinary people access multifamily opportunities. Castle Placement has been with us every step of the way and contributed significantly to our success. They are our trusted advisor, investment bank, and partner.
Stephen Johnson – Managing Director, Invesco Private Capital
We recently invested in a Castle Placement deal. The Castle platform, process, and team were extremely helpful in providing all of the information we required and facilitating the entire transaction. I have known many of the Castle bankers for decades, and look forward to closing more transactions with them in the years to come.
Robert Bevis – CEO, LIVES Training Institute
We are currently doing a capital raise with Castle for our law enforcement training facility and have executed a term sheet with one of their investors. This is a very specialized project and we were lucky that we met Castle. Their deep investor relationships were critical for us to find the perfect financial partner. I have already recommended Castle to several friends that are raising capital
Renata Black – CEO, EBY
We are extremely pleased that we hired Castle Placement for our capital raise to grow our women’s underwear DTC retail business. Castle brought many, many qualified investors to the table and created a very competitive process. EBY is expanding rapidly and we are extremely busy, but Castle’s process was super-efficient and their team was exceptionally responsive to our needs. I believe that Castle obtained the best possible execution in closing our round and provided great service and follow-up. I strongly recommend them.
Joe Gillas – President, Impact Fisheries
We are an ESG focused company and hired Castle Placement to raise a substantial amount of capital for our project. We were very pleased with Castle’s execution. They obtained very attractive capital for us and the perfect strategic partner for our operations. The Castle team was extremely transparent and hands-on throughout the whole process. We enjoyed working with Castle and recommend them highly.
Max Wieder – Celcy Technologies – Client
As the CEO of Celcy Technologies, I hired Castle Placement as my exclusive placement agent to raise capital to enable our launch. Our company was early stage, and market conditions were volatile (to say the least). Despite these challenges, Castle brought several targeted, interested investors to the table. Their process was extremely efficient and fast, and resulted in an amazing seed investor that was a perfect fit to fuel Celcy’s growth. Great platform, great bankers.
Bill McQueen – Quarter Horse Capital – Investor
With such limited time nowadays to take in the news - I have literally narrowed it down to these "What’s Happening. A View from the Castle." I only logon to Linkedin for this update, and then I’m gone - keep 'em coming!
Dominic O’Dierno – Vice President, Q5iD, Inc. – Client
Chaz Guinn – CEO, Revolve Capital – Investor
Chris Ricciardi – CEO, Edly Inc. – Client
Eric Fretz – Entrepreneurship Faculty Lecturer, University of Michigan
The CPGO Competition was great as always. I really appreciate you creating this space for the teams. They really seem to rise to the occasion and get a lot out of it. I very much enjoy this partnership and the growth and engagement it fosters for my students!! Thanks!
Michael Ballard – CEO, CCS Growth Partners
Castle Placement: Thank you for believing in me enough to take me on as a client. There is no way we would be where we are today without our engagement. I am truly humbled and grateful. You help push me and have expanded my vision and made it more than just an idea, but a reality that is currently very palpable.
Bill Bymel – CEO, First Lien Capital
Jeffrey Collé – Developer, Estates by Jeffrey Collé
I’ve built homes in the Hamptons for Billy Joel, Beyoncé, Alec Baldwin, Donna Karan, Wall Street moguls, and countless other clients. They all required uncompromising quality and precision, and I, in turn, demanded the same thing from the professionals that I hired - and Castle delivered. From engagement through closing the Castle team (from the top on down) were incredibly responsive and professional.
Rob Kramer – Managing Member, Offroad Capital Partners
OffRoad’s strategy is just that, non-traditional investments. Castle does a great job showing us transactions that fit our risk/yield profile. I have know Richard since college (I won’t specify just how many years that entails) and have been extremely impressed with his career. We think Castle’s platform and technology are cutting edge and a great benefit for private equity investors.
Duncan Ramage – Partner, Forum Equity Partners
We are a private equity investor and project developer focused on real assets, structured finance and opportunistic situations. Sourcing attractive investment opportunities is essential for our success, and Castle provides a great flow of potential deals that fit our mandate. I was an early adopter of the CPGO app and think it is a great way for us to evaluate potential investments in an efficient way.
Mark Seigel – President, Veritas Financial Partners
Castle Placement raised our start-up capital round. This allowed Veritas to build its team, infrastructure, systems, and technology. We provide Asset Based Loans to entrepreneurs, management teams and private equity sponsors to propel their middle-market businesses, and strive to be a flexible, responsive, trustworthy partner to our borrowers. We have closely observed the disruptive fin-tech advances that Castle Placement has made in the equity and debt capital markets and deeply appreciate our relationship with Richard and Ken.
Tim Nesler – Managing Director, Marengo Real Estate Investments
We are a single-family residential fix and flip platform in Houston, Texas. Castle Placement has helped us every step of the way to build our platform, including assisting us in identifying the market opportunity and formulating our strategy. The capital that Castle has secured for us is driving our growth strategy, and we could not be more excited. Castle has been supporting us post-closing as well, and we hope to continue to work with them on future capital raises.
Rajesh Gandhi – Chairman, Choron Group
The financing transaction that we closed with Castle Placement has helped us expand our business operations. Unfortunately, the diamond industry is misunderstood and several major banks are reducing their presence. As a leading diamond company, having the required capital to grow our business is crucial. Castle was able to find the perfect financial partner for us and their team did a terrific job from engagement through closing.
100+ Current Transactions
100+ Current Transactions
Technology | VIEW ALL
Technology | VIEW ALL
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Energy and Natural Resources | VIEW ALL
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Closed Deals | VIEW ALL
Closed Deals | VIEW ALL
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 / Reg 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 65,000 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
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 / Reg 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 65,000 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
We are Experts in Capital Raising
REG D 506(C)
REG A+
REG CF
We are Experts in Capital Raising
REG D 506(C)
REG A+
REG CF
CPGO AppSM
Cutting Edge App
Matches private companies raising debt and equity capital with targeted institutional lenders and investors
- Best matching technology
- Granular investment criteria
- Over 65,000 institutional investors
- Investor contact information
- Automated emailing
CPGO AppSM
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 65,000 institutional investors
- Investor contact information
- Automated emailing
Refer a Company
Earn Up to $5,000
Castle Placement has raised billions of dollars for our clients.
Refer a Company
Earn Up to $5,000
Castle Placement has raised billions of dollars for our clients.
CPGO Competition (35 to Date)
Capital raising competitions sponsored by Castle Placement and partners
- Participants pitch their business ideas (real or fictitious)
- Online voting and Castle Placement discretion to select the final four competitors
- Entry prizes: free listing on castleplacement.com
- Champion prize: free access to CPGOapp.com – Castle Placement’s capital raising app
- Judges: prominent institutional investors (PE firms, VC firms, etc.), CEOs
There are no costs. and it’s really simple
A fun learning experience for all (including judges, who always love it).
Prior Participants/Judges: Amazon, Babson College, Columbia University, Barcelona School of Economics, Benjamin Talks, Brandeis University, Columbia University, CUNY Startups, Dartmouth College, Georgetown University, Indiana University, LinkedIn, New York University, Princeton University, Rutgers University, StartUp Club, Tuck School of Business, UCLA, University of Barcelona, University of Chicago, University of Michigan, University of Texas at Austin, University of Kansas School of Business, University of Wisconsin, Vanderbilt University, WeWork
CPGO Competition (35 to Date)
Capital raising competitions sponsored by Castle Placement and partners
- Participants pitch their business ideas (real or fictitious)
- Online voting and Castle Placement discretion to select the final four competitors
- Entry prizes: free listing on castleplacement.com
- Champion prize: free access to CPGOapp.com – Castle Placement’s capital raising app
- Judges: prominent institutional investors (PE firms, VC firms, etc.), CEOs
There are no costs. and it’s really simple
A fun learning experience for all (including judges, who always love it).
Prior Participants/Judges: Amazon, Babson College, Columbia University, Barcelona School of Economics, Benjamin Talks, Brandeis University, Columbia University, CUNY Startups, Dartmouth College, Georgetown University, Indiana University, LinkedIn, New York University, Princeton University, Rutgers University, StartUp Club, Tuck School of Business, UCLA, University of Barcelona, University of Chicago, University of Michigan, University of Texas at Austin, University of Kansas School of Business, University of Wisconsin, Vanderbilt University, WeWork
Featured Transaction:
Global Green International – Waste to Energy
The North American distributor for Global Green International (GGII) is seeking $25 million ($400 million for all projects) to convert waste to green energy WITHOUT incineration. Global Green has been operating plants in Asia for 15 years. Patented technology that is efficient, modular, and scalable.
Featured Transaction
Global Green International
Waste to Energy
The North American distributor for Global Green International (GGII) is seeking $25 million ($400 million for all projects) to convert waste to green energy WITHOUT incineration. Global Green has been operating plants in Asia for 15 years. Patented technology that is efficient, modular, and scalable.