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

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.

Castle Placement

2019-07-08T10:41:45-04:00

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.

https://castleplacement.com/testimonials/greg-lippmann/

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.

Castle Placement

2019-08-07T10:06:23-04:00

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.

https://castleplacement.com/testimonials/erik-conrad-president-2/

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.

Castle Placement

2019-07-24T11:42:42-04:00

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.

https://castleplacement.com/testimonials/tony-ettinger-investor/

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.

Castle Placement

2019-07-31T12:26:31-04:00

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.

https://castleplacement.com/testimonials/peter-mcmillan-client/

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

Castle Placement

2019-07-08T10:39:06-04:00

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

https://castleplacement.com/testimonials/robert-bevis/

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.

Castle Placement

2019-07-08T10:33:01-04:00

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.

https://castleplacement.com/testimonials/jeffrey-colle/

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.

Castle Placement

2019-08-08T11:01:00-04:00

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.

https://castleplacement.com/testimonials/rob-kramer-owner-offroad-capital-partners/

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.

Castle Placement

2019-08-14T16:59:00-04:00

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.

https://castleplacement.com/testimonials/duncan-ramage-partner-forum-equity-partners/

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.

Castle Placement

2019-08-16T10:33:19-04:00

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.

https://castleplacement.com/testimonials/mark-seigel-president-veritas-financial-partners/

Tim Nesler – Marengo Real Estate Investments – Managing Director

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.

Castle Placement

2019-10-03T15:14:33-04:00

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.

https://castleplacement.com/testimonials/tim-nesler-marengo-real-estate-investments-managing-director/

* Testimonials may not be representative of the experience of other clients and investors, do not guarantee future performance or success and are advertisements of Castle Placement, LLC.

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* Certain closed deals were placed through StoneCastle Securities, LLC

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how to structure transactions in response to an evolving regulatory framework

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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

Tony Ettinger – Senior Advisor, KCK – Financial Services

Peter McMillan – Co-Founder, Pacific Oak Companies

Robert Bevis – CEO, LIVES Training Institute

Jeffrey Collé – Developer, Estates by Jeffrey Collé

Rob Kramer – Managing Member – Offroad Capital Partners

Duncan Ramage – Partner, Forum Equity Partners

Mark Seigel – President, Veritas Financial Partners

Tim Nesler – Marengo Real Estate Investments – Managing Director