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Castle Executive Placement (CEP) is an executive search firm that places professionals in investment management platforms and their portfolio companies. CEP is a division of Castle Placement (castleplacement.com), an investment bank formed in 2009. CEP places executives in a broad range of industries and roles, including: C-Level Positions, Information Technology, Front Office Investment, Portfolio Management, Legal, Regulatory, Marketing, Sales, and Risk Management. CEP professionals have extensive relationships, and leverage Castle Placement’s robust data and technology platform to match extraordinary candidates with great companies in positions ideally suited to their skills and expertise.
Helping Great Companies Grow
Castle Placement raises capital and finds loans for middle market companies
Headquartered in New York City, with offices in Boston, Charlotte, Dallas, Detroit, Houston, Los Angeles, and Washington DC
Broker-dealer; member of FINRA/SIPC
$1 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
World-class team of professionals from top-tier global investment banks
Over 64,500 institutional investors and 100,000 accredited investors - private equity, venture capital, strategic, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds, and lenders.
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.
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Ken Margolis | Managing Partner
Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784