What does Castle Placement do?

Castle Placement is a FINRA/SIPC-registered boutique investment bank that raises capital and finds loans for middle-market companies and alternative asset managers, ranging from $5 million to $1 billion.

What sectors does Castle Placement cover?

Castle Placement covers real estate, specialty finance, technology, fintech, life sciences, healthcare, consumer, retail, energy, infrastructure, manufacturing, artificial intelligence, e-commerce, ad-tech, ag-tech, gaming, esports, digital health, and pet care.

How large is Castle Placement's investor network?

Castle Placement maintains a network of over 110,000 institutional investors and 600,000 accredited investors including private equity, venture capital, family offices, pension funds, endowments, sovereign wealth funds, hedge funds, and lenders.

CPGO is Castle Placement's proprietary AI-powered platform that identifies, ranks, and matches deals with the most relevant institutional investors from their network of 110,000+.

What is Castle Placement's typical deal size?

Castle Placement works on capital raises ranging from $5 million to $1 billion for middle-market companies and alternative asset managers.

Is Castle Placement a registered broker-dealer?

Yes. Castle Placement, LLC is a registered broker-dealer and member of FINRA and SIPC, headquartered at 1460 Broadway, Suite 400, New York, NY 10036.

Who are the Managing Partners of Castle Placement?

Castle Placement's Managing Partners are Ken Margolis and Richard Luftig, both experienced investment bankers with backgrounds at top-tier global financial institutions.

Where is Castle Placement located?

Castle Placement is headquartered in New York City with offices in Boston, Dallas, Detroit, Houston, Los Angeles, Miami, and Washington DC.

How is Castle Placement different from other placement agents?

Castle Placement combines 40+ senior investment bankers with a proprietary AI platform (CPGO) that actively matches issuers with the right investors from a network of 110,000+. Every deal is led end-to-end by senior bankers with no junior handoffs.

What types of capital does Castle Placement raise?

Castle Placement raises equity, debt, mezzanine, and structured capital via Reg D, Reg A+, and Regulation Crowdfunding for private companies and funds.

How long does a capital raise take with Castle Placement?

Timing varies by sector and structure. A Reg D raise can go to market in approximately 3 weeks, while Reg A+ takes around 6 months. Castle's disciplined process and prepared materials help shorten outreach and negotiation cycles.

Does Castle Placement work with early stage companies?

Yes. Castle Placement works with companies at various stages including early stage, growth stage, and established middle-market companies across all sectors.

How does Castle Placement find the right investors for a deal?

Castle uses its proprietary CPGO AI platform to identify and rank investors by sector, stage, check size, and historical transactions. Senior bankers then refine the list, lead outreach, and manage investor engagement through closing.

When was Castle Placement founded?

Castle Placement was founded in 2009, formerly known as StoneCastle Placement, and has since completed over 169 transactions across all sectors.

A View From The Castle®4/21/2026

For the birds!!! Sneaker company Allbirds pivoted to AI infrastructure, rebranding to “NewBird AI” which drove its stock up 500% intraday – speculative, meme-like enthusiasm for anything that even mentions AI.

“And when the broken-hearted people living in the world agree”… A $292 million cross-chain bridge hack of Aave, the largest crypto decentralized lending platform, stressed markets assessing potential bad debt, highlighting cross-protocol risk in decentralized finance.

“This is the lowest price you will ever see, ever”!!! QVC, the prominent TV and digital home-shopping retailer selling consumer products via live broadcasts and online platforms, filed for Chapter 11 bankruptcy to reduce billions in debt while continuing operations.

“Cause when their eloquence escapes you”!!! Apollo Global Management CEO Marc Rowan warning his competitors to handle liquidity better amid rising redemption pressure: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.”

“Blue skies smiling at me”… In March renewables surpassed natural gas as the largest US electricity source for the first full month ever, while clean energy (including nuclear) exceeded 50% of generation. Solar, wind, and batteries are projected to account for 93% of new capacity additions this year.

“Do you feel my heart beating, do you understand”??? Unicorns (private companies valued at $1B+) grew from 40 in 2013 to 1,400 today, worth $trillions, while the number of US public companies fell by over 33% since 2000 – as private markets now provide liquidity via secondaries, reducing IPO urgency.

Worse than your spouse??? Mastercard is partnering with Lobster.cash to enable AI agents to transact using existing cards, with each payment cryptographically tied to user approval – launching via OpenClaw, which reports over one million agents across 20+ messaging platforms.

“I can feel it coming in the air tonight, oh Lord”… Meta Platforms launched Muse Spark, its new AI model, and signed a $21 billion cloud infrastructure deal with CoreWeave as part of its broader AI push (with total 2026 capex projected at $120 billion to compete with OpenAI and Google).

“Honesty is the first chapter in the book of wisdom”… Matthew Lane, who executed a massive hack of PowerSchool exposing data on millions of students and teachers, before reporting to federal prison: “It was disgusting, it was greedy, it was rooted in my own insecurities, it was wrong in every aspect.”

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