The Premier Private Capital Investment Bank
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
Bill Bymel – CEO, First Lien Capital
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.
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.
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!
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.
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.
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 Referral Program
Castle Placement has raised billions of dollars for our clients.
Refer a Company. Earn Up to $5,000.
Join Our Community.
Know of a company looking to raise capital or sell their company?
Introduce the Company to Castle Placement and earn up to $5,000 when they work with us.
- Size: $1 million to $1 billion
- All industries
- All geographies
How the Referral Program Works. It’s Simple.
Step 1: Have Questions? Contact us using the form above. We will set up a call to discuss.
Step 2: Ready to Join Our Community? Fill out/sign the Castle Placement Referral Agreement (one year term) and send back to us.
Step 3: Have a Referral? Provide us basic information on the referred company via email or submit the form below.
Step 4: After we give the OK, introduce us to the company by email or setup a call. Your part is done!
Step 5: You get paid your Referral Fee, when your Referral hires Castle Placement.
Castle Placement Referral Form
Refer a Company. Earn Up to $5,000.
Join Our Community.