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 – University of Michigan

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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$6.1 Billion






Questions? Email us.

Helping Great Companies Grow

Latest from the

Castle Blog

Featured Transaction:

Meet Steve Bucuvalas, CEO – Phase Change Software

Phase Change Software LLC plans to commercializes its Artificial Intelligence (“AI”) technology to radically improve the efficiency of software development.

  • Disruptive technology – true paradigm shift in how software is developed, maintained, modified, tested and shared – driving potential generational economics
  • Long-term structural solution to the productivity deficits of global IT industry, by driving continuous, exponential improvements in software development productivity – “Moore’s Law for Software”
  • Relevant to all programming languages, industries and use cases – initially focusing on COBOL
  • AI understands and interprets software for developers, and collaborates like an expert co-worker
  • Established proof of concept with the Depository Trust and Credit Corporation (DTCC)


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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