The Premier Private Capital Investment Bank Data-Driven Technology Platform – Seasoned Investment Bankers

Helping Great Companies Grow

* Certain closed deals were placed through StoneCastle Securities, LLC

Helping Great Companies Grow

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

  • Raise capital or find loans for your middle market company
  • $5 million to $1 billion in all industries/geographies
  • 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 investors – private equity, venture capital, strategic, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders
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

Capital Madness

  • Capital Madness I – WeWork
  • Capital Madness II – CUNY Startups & Amazon
  • Capital Madness III – LinkedIn
  • Capital Madness IV – University of Michigan
  • Capital Madness V – Coming Soon…

CPGO NetworkSM – cutting edge app

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

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

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Questions? Email us.

Helping Great Companies Grow

Latest from the

Castle Blog

Featured Transaction:

Meet Allen Shay, CEO  – CyberSpa

  • CyberSpa provides software technology for dramatically improving personal computer performance security and longevity
  • Founded in March 2010, CyberSpa spent years developing, enhancing and testing the FreshStart automated drive replacement solution
    • the only comprehensive, fully automated and affordable software-based drive replacement solution for Windows  personal computers (PC)
    • FreshStart software fully addresses the traditional time, cost and complexity issues for both do-it-yourself (DIY) customers and PC service providers
    • FreshStart software is a safe and secure way to clean-up and enhance the performance of your PC hard drive
    • StartFresh allows a customer with a damaged drive to upgrade that PC with a new SSD


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


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