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.

Search Results: Investmentbanking/CrowdFunding

Fintech Investing / Capital Markets + Wealth Management – November 2015 Capital Raises

kmargolis1, 12/01/2015, CapitalRaises, Financial Services/FinTech, Investmentbanking/CrowdFunding, WealthManagement, 0

Fintech Investing / Capital Markets + Wealth Management – November 2015 Capital Raises 1. CircleUp $30mm Series C (11/11/15) – Canaan Partners; Collaborative Fund;Maveron; Rose Park Advisors; Union Square Ventures 2. Moneyfarm $17.2mm Growth (11/09/15) – Cabot Square Capital; United Ventures 3. Hanweck Associates $10mm N/A (11/16/15) – Argentum...

Risks and Potential Rewards Associated with Crowdfunding

kmargolis1, 11/08/2015, CapitalRaises, Financial Services/FinTech, Investmentbanking/CrowdFunding, 0

Fundraising with online platforms can be rewarding but of high risk as well. There are no existing regulations clearly defined to govern it. For example, whether the international tax applies or not when the funding comes into being between countries is not clearly defined. In particular, if the rewards...

Fintech: Investing / Capital Markets – October 2015 Capital Raises

kmargolis1, 11/01/2015, Financial Services/FinTech, Investmentbanking/CrowdFunding, WealthManagement, 0

Fintech: Investing / Capital Markets – October 2015 Capital Raises 1. Symphony Communication Services (fka Perzo) $100mm Growth (10/12/15) – Google; Lakestar; Merus Capital;Natixis; Societe Generale Group; UBS 2. InvestCloud $45mm Series B (10/08/15) – FTV Capital 3. TruMid Financial $27mm (10/27/15) – Shumway Capital; Soros Fund Management...

Investments may not be open to residents of every state – please contact Castle Placement, LLC for more information. Financial models and other supporting information regarding historical data, hypothetical target returns, contextual analysis, and other pertinent matters will be made available to prospective investors upon request. There is no guarantee of success, and there is a potential for loss of your investment. For use by institutional investors only; not for use by retail investors. For additional important risk and disclaimer information, Click Here.

CONTACT US

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
1460 Broadway Street
New York, New York 10036
(212) 418-1180
kmargolis@castleplacement.com

Search Results: Investmentbanking/CrowdFunding

Fintech Investing / Capital Markets + Wealth Management – November 2015 Capital Raises

Risks and Potential Rewards Associated with Crowdfunding

Fintech: Investing / Capital Markets – October 2015 Capital Raises

Recent Posts

Categories

Connect with Castle

About us

CONTACT US

Search Results: Investmentbanking/CrowdFunding

Fintech Investing / Capital Markets + Wealth Management – November 2015 Capital Raises

Risks and Potential Rewards Associated with Crowdfunding

Fintech: Investing / Capital Markets – October 2015 Capital Raises

Recent Posts

Categories

Connect with Castle

About us

CONTACT US

Log in with your credentials

Forgot your details?