"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."

"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."

"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!"

"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."

"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."

"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."

"Off Road’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."

"Castle Placement recently obtained a debt investor for us under very challenging market conditions. They found a great financial partner, and helped to structure the transaction to meet our very specific economic and structural requirements. We highly recommend the Castle Placement platform."

"Richard, I just wanted to take a moment to thank you for giving me the opportunity to participate as a judge in the CPGO competition. I think it is a great thing you and Castle Placement have put together. I think back to my presentation days in college, and I never had the luxury to present to professionals like you offered these students. Well done and thank you again for letting me be a part of it!"

"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"

"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."

"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."

"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."

"At Queen of Raw our impact footprint reporting tool allows everyone to participate in the circular economy, solving excess inventory through science-based technology. Castle Placement was the exclusive placement agent on our initial capital raise. As a start-up at the time, working with Castle was an absolute pleasure. Their team was extremely knowledgeable, hard-working, and responsive. We are pleased that we have maintained our relationship with Castle after all these years as we continue to grow."

"We are a private money lender that services real estate investors by providing quick and low-cost capital on their investment properties. We have the deepest respect and appreciation for the entire Castle Placement team. Your dedication and professionalism have been invaluable, and it has truly been a privilege working alongside you. We hold you in the highest regard and sincerely hope that we can collaborate again in the future."

"Azimuth designs custom silicon chips for edge computing applications called application-specific integrated circuits (ASICs). We hired Castle Placement as the exclusive placement agent for our capital raise. The team from Castle was extremely professional and did a great job helping us close the round."

"Valvecure LLC sits in the structural heart space, developing innovative catheter and surgical procedures designed to repair mitral and tricuspid regurgitation. We have enjoyed being on your mailing lists over the years, and the synopses of the traditional and private equity placement markets in our sector that you provide to us regularly. Well done. Would love to explore synergies to work together with Castle Placement."

"I am a former investment banker and currently the CFO of RespireRx Pharmaceuticals. We are working with Castle Placement on the largest and most important raise for RespireRx in over a decade. Castle is by far the best investment bank with which I have engaged over a 34 year career working with biopharmaceutical companies. They are professional, highly communicative, hardworking, intelligent, utilize technology extremely well, and are creative thinkers with a strong network of professional potential investors and strategic partners. The two lead bankers on our account and their other bankers are outstanding and a pleasure to work with. I have introduced them to others who have engaged with them. I am always happy to recommend them."

"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."

"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."

"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."

"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."

"As a woman-owned systems integrator, we provide award-winning cloud/storage solutions to our global clients. We needed a debt facility that would enable us to grow and meet the needs of our customers. Castle Placement did a fantastic job of finding several prospective lenders for us, and helping us to structure and close the loan at very competitive terms. As a tech company, we appreciated how efficient and fast Castle’s platform made the entire process from engagement to closing."

"Castle Placement did a terrific job on our capital raise. The fix/flip industry is more established today than it was when we did our transaction with Castle. As such, Castle needed to educate prospective investors regarding the industry and the opportunity. Castle does a great job of getting its clients in front of institutional investors seeking debt and equity funding — I would be happy to engage them for a future raise."

"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."

"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."

  "We hired Castle Placement as our exclusive placement agent to help us build our pioneering online gaming marketplace intelligence platform. We were pleased to complete the sale of our company to Gaming Compliance International, and are extremely grateful to Castle for their professionalism, responsiveness, diligence and great client service throughout the engagement."

  "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."

"Richard, I just wanted to take a moment to thank you for giving me the opportunity to participate as a judge in the CPGO competition. I think it is a great thing you and Castle Placement have put together. I think back to my presentation days in college, and I never had the luxury to present to professionals like you offered these students. Well done and thank you again for letting me be a part of it!"

"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!"

"Castle Placement did a great job as our exclusive placement agent helping us to close our round and introduced us to several prominent investors in our industry, many of which could be investors in our company in future rounds."

  "Castle Placement was the exclusive placement agent for our initial capital raise. They did a spectacular job for us, which does not surprise me at all. I’ve worked with Ken and Richard for decades, and think that they are among the most effective and professional people in the capital markets space."

“I have worked very closely with Richard Luftig for several decades, watched him and Ken build Castle from the beginning, and closed several capital raises with them in various industries. They do everything by the book, and I always trust them to do the right thing and get the job done.”

“As the CEO of First Guaranty Mortgage Corp., I was tasked to sell the company. We hired Castle Placement as our exclusive agent on the transaction and I am very glad we did. Castle created an extremely competitive process that resulted in many qualified investors submitting compelling proposals. I believe that Castle obtained the best possible execution available in the marketplace, with great service and follow-up. I strongly recommend the Castle bankers.”  

  “We were seeking a substantial amount of capital to grow our distressed debt investment platform, and needed an extremely fast execution. Castle Placement was the perfect placement agent/advisor to take us to market. Our business is relatively complex and nuanced, and Castle was able to quickly understand it and position us for success. With Castle's support and robust capital markets expertise, we were able to achieve a terrific outcome with an ideal financial partner – and close the deal.”