Specialty and Consumer Finance Capital Raises and Investors in the U.S. – July 16th to August 31st, 2025

Several interesting transactions closed in the Specialty and Consumer Finance sector over the past two weeks. If you would like to discuss the capital raising market for your company, please contact me.

PE Growth/Expansion

  1. Libertas Funding, funding services that serve small and medium-sized businesses, received $1 million of development capital from investors on August 13, 2025

Buyout/LBO

  1. Maple Life Financial, financial and life settlements services based in Bethesda, Maryland, was acquired by Kosmos Management through an LBO on August 4, 2025.

Later Stage VC

  1. FundKite, business funding and financial services for small and mid-sized businesses across the United States, raised $26.35 million of venture funding in the form on convertible debt from investors on August 1, 2025.
  2. Steward Technologies, community-lending platform that finances the growth of regenerative farms and sustainable producers, raised $1.4 million of venture funding from investors on August 7, 2025.

Early Stage VC

  1. ClarityPay, point-of-sale lending platform for loan repayment, raised venture funding in a deal led by TTV Capital on July 30, 2025.

Angel (individual)

  1. ASTN, digital ecosystem that enables athletes’ long-term financial growth and ownership opportunities, raised $325,000 of angel funding in the form of SAFE Notes from investors on August 29, 2025.

 

#capitalraising #privateequity #venturecapital #investment #specializedfinance #specialtyfinance #consumerfinance

 

Vikas Garg

Managing Director

Over 30 years of experience in finance in asset and mortgage-backed securities and raising private debt and equity capital for companies. Formative years at major investment banks including JP Morgan, Banc of America Securities and Morgan Stanley working in and managing structured products teams. Front office role in dozens of transactions totaling well over $50 billion in face value. Extensive experience working with internal and external counterparties including investors and rating agencies. Independently advised companies in overall strategy, management best practices, FP&A, business development and financial management. Began career at KPMG. BS in Finance from the University of Maryland and holds the Chartered Financial Analyst (CFA) designation. Series 7, 24, 63 and 79 licenses.

Vikas Garg

Vikas Garg

Managing Director

Vikas Garg

Managing Director

Please contact me if you have any questions or would like to discuss your capital raise:

Email:  vgarg@castleplacement.com

(C) (646) 770-1350

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Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement® does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.

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Thanks, Ken

Ken Margolis | Managing Partner Castle Placement
1460 Broadway Street
New York, New York 10036
(212) 418-1180
kmargolis@castleplacement.com

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