The Premier Private Capital Investment Bank

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.

Castle Placement

2021-06-28T17:55:40-04:00

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.

https://castleplacement.com/testimonials/gavin-evans/

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/

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.

Castle Placement

2021-09-30T15:48:17-04:00

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.

https://castleplacement.com/testimonials/renata-black-2/

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/

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.

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/

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/

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.

Castle Placement

2021-08-22T16:33:31-04:00

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.

https://castleplacement.com/testimonials/gavin-evans-2/

Bill Bymel – CEO, First Lien Capital

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.

Castle Placement

2021-04-01T15:28:41-04:00

https://castleplacement.com/testimonials/bill-bymel/

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/

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/

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/

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/

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.

Castle Placement

2021-07-27T18:14:55-04:00

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.

https://castleplacement.com/testimonials/matt-blecher/

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/

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.

Castle Placement

2020-11-27T12:24:05-05:00

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.

https://castleplacement.com/testimonials/michael-ballard-2/

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.

Castle Placement

2020-05-04T21:23:54-04:00

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.

https://castleplacement.com/testimonials/rajesh-gandhi-chairman-choron-group/

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!

Castle Placement

2020-11-23T13:49:20-05:00

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!

https://castleplacement.com/testimonials/eric-fretz/

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/

Castle Placement

Castle Placement has raised billions of dollars for our clients.

Get Funding. Contact Us.

Join Our Community.

55

CURRENT TRANSACTIONS

$5.4 Billion

CURRENT CAPITAL RAISES

64,500

INSTITUTIONAL INVESTORS/LENDERS

600,000+

ACCREDITED INVESTORS

Our Current Offerings

Protected: Bay Capital

Protected: Proclivity Senior Living – Frankfort, KY

Stolar Capital

T.C.M. International Trade Ltd.

Golden Cacao

H2Energy – RegCF Landing Page – APPROVED by CC – v1-220114

BisonEV

Work Cat

SVM Infraestate

Protected: South Korea GFC Corinth

Dataco

Satwiki Proteins Ltd

Audio Video Brandbuilder v.02

BNG Hospitality

Morphic Media

Zillion

Confidential – Acquirer of Professional Sports Teams

Supercloud International

Opioid Clinical Management

Adventure 2 Learning

ARI

Confidential – Senior Living Facilities

Neoark Healthcare, LLC

Wearable Health Solutions

EcoChem Alternative Fuels

Explorer Aircraft

MyEdMaster

Complimenting the Affluent Lifestyle

Aerospace

PJ Woodlands

Welton Investment Partners

Parsons Energy Group

Ascendant

Confidential – Automated Modular Construction

Confidential – AI Fitness Technology

Confidential – Specialty Micromobility

Confidential – Therapeutic Compounds & IP

Churchlake Care

NTherma

Finnex

Confidential – Activist Hedge Fund

Confidential – AI-Based Navigation System for Orthopedic Surgeons

Crowd Lending

EBY

Lexington Midstream

PE Cannabis Ecosystem

Cascata Energy

Alaska

Consumer Based Fintech

Concentric – Activist European VC Fund

SHIFT Power Partners

FoxPoint

Cancer University

Fort Greene Partners Companies

New Silver

Apex

BOMA

Confidential – Winery

Venue

Magic Leap

1788 Holdings LLC

Morphic Media Finance

Confidential – Subprime Auto Loan

Demeter Capital

Lexington Water

Transit Innovations – RE

Unicorn Marketplace

LIVES

Confidential – Content/Media Software Innovator

CCS Growth Partners 1

Eco Fisheries

Arizona Energy Group

Covenantz

Hughes Energy – Under Term – US

Marquee Wireless

Stonehenge Auto Auction Group

Confidential – Mineral Extraction

Confidential – VC platform

Digital Finance Group

Patriot Financial Partners

Monticello Asset Management

Confidential – Acquisition of Almond Properties

Studio VC

Odyne Systems 1

Confidential-Personal-Injury-Litigation

Grand Coast Small Balance

Polara 2

Polara 1

Confidential – Private Bridge Equity

Confidential – Interoperable Emergency Network 2

SeaVS

CB Technologies e-Business

Confidential – Small Business Lender

Confidential – Cryptocurrencies Derivatives Exchange

Aerospace

Jeffrey Colle Fix Flip 2

Confidential – Debtor-in-Possession Loan

Jeffrey Colle Fix Flip 1

Ruby

PE Cannabis Ecosystem

Confidential – Diamond & Jewelry Platform

Securities-Lending-Company Platform

Clearstone 2 Venue

Confidential – Healthy Food Platform

CHL Mortgage

Citadel

* Certain closed deals were placed through StoneCastle Securities, LLC

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Raise capital or find loans for your middle market company
$1 million to $1 billion in all industries/geographies
Growth, Early Stage, Seed / 506c, Reg A+, Reg CF
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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 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

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3rd party upfront costs: Low

Reg A+

Raise up to $75 million each year.

Non-Accredited, Accredited and Institutional Investors

Launch in approx. 6 months

3rd party upfront costs: $100,000 – $150,000

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All Investors (Focus on Non-Accredited Investors)

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3rd party costs: Minimal

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Castle Placement Referral Program

Castle Placement has raised billions of dollars for our clients.

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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

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CPGO Competition

CPGO Competition I – WeWork
CPGO Competition II – CUNY Startups and Amazon
CPGO Competition III – LinkedIn
CPGO Competition IV, V , VII, IX, and XI – University of Michigan
CPGO Competition VI – Columbia University
CPGO Competition VIII – StartUp Club
CPGO Competition X – Dartmouth College, Tuck School of Business
CPGO Competition XII – Coming Soon

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CPGOapp^SM – 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 64,500 institutional investors
investor contact information
automated emailing

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Helping Great Companies Grow

Featured Transaction:

Hughes Energy – Clean Waste Disposal Facility

Hughes Energy, LLC is seeking $80.30 million (excluding sponsor-contributed $11.45 million in equity) to construct a clean waste disposal (waste-to-value) facility in Greene-Delaware County, New York – converts low-valued organic Municipal Solid Waste (MSW) into higher-valued green fuel pellets for biomass electricity generation and other end-products.

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Gavin Evans – Director, EAT GROUP

Robert Bevis – CEO, LIVES Training Institute

Renata Black – CEO, EBY

Duncan Ramage – Partner, Forum Equity Partners

Tim Nesler – Managing Director, Marengo Real Estate Investments

Mark Seigel – President, Veritas Financial Partners

Stephen Johnson – Managing Director, Invesco Private Capital

Bill Bymel – CEO, First Lien Capital

Erik Conrad – President, inCommercial Property Group

Rob Kramer – Managing Member, Offroad Capital Partners

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.

Tony Ettinger – Senior Advisor, KCK Financial Services

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.

Peter McMillan – Co-Founder, Pacific Oak Companies

Michael Ballard – CEO, CCS Growth Partners

Rajesh Gandhi – Chairman, Choron Group

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!

Jeffrey Collé – Developer, Estates by Jeffrey Collé

55

CURRENT TRANSACTIONS

$5.4 Billion

CURRENT CAPITAL RAISES

64,500

INSTITUTIONAL INVESTORS/LENDERS

600,000+

ACCREDITED INVESTORS

About us

Connect with Castle

CONTACT US

Gavin Evans – Director, EAT GROUP

Robert Bevis – CEO, LIVES Training Institute

Renata Black – CEO, EBY

Duncan Ramage – Partner, Forum Equity Partners

Tim Nesler – Managing Director, Marengo Real Estate Investments

Mark Seigel – President, Veritas Financial Partners

Stephen Johnson – Managing Director, Invesco Private Capital

Bill Bymel – CEO, First Lien Capital

Erik Conrad – President, inCommercial Property Group

Rob Kramer – Managing Member, Offroad Capital Partners

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.

Tony Ettinger – Senior Advisor, KCK Financial Services

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.

Peter McMillan – Co-Founder, Pacific Oak Companies

Michael Ballard – CEO, CCS Growth Partners

Rajesh Gandhi – Chairman, Choron Group

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!

Jeffrey Collé – Developer, Estates by Jeffrey Collé

55

CURRENT TRANSACTIONS

$5.4 Billion

CURRENT CAPITAL RAISES

64,500

INSTITUTIONAL INVESTORS/LENDERS

600,000+

ACCREDITED INVESTORS

About us

Connect with Castle

CONTACT US

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