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.

capital raising for Specialized Finance companies

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Specialty and Consumer Finance Capital Raises in the U.S. - December 16th-31st, 2024 Several interesting transactions closed in the Specialty and Consumer Finance sector over the past two weeks. If you would like more info on these deals or would like to discuss the capital raising market for your...

Weekly Capital Raise December 1st-15th, 2024 : Specialty and Consumer Finance

Top 10 Specialty and Consumer Finance Capital Raises in the U.S. - December 1st-15th, 2024 Several interesting transactions closed in the Specialty and Consumer Finance sector over the past two weeks. If you would like more info on these deals or would like to discuss the capital raising market for...

Specialty and Consumer Finance Capital Raises in the U.S. – November 16th-30th, 2024

Specialty and Consumer Finance Capital Raises in the U.S. - November 16th-30th, 2024 An interesting transaction closed in the Specialty and Consumer Finance sector over the past two weeks. If you would like more info on this deal or would like to discuss the capital raising market for your...

Search Results: capital raising for Specialized Finance companies

Top Specialty and Consumer Finance Capital Raises in the U.S. – April 16th to 31st, 2025

Specialty and Consumer Finance Capital Raises in the U.S. – April 1st to 15th, 2025

Top Specialty and Consumer Finance Capital Raises in the U.S. – March 16th – 31st, 2025

Specialty and Consumer Finance Capital Raises in the U.S. – March 1st-15th, 2025

Specialty and Consumer Finance Capital Raises in the U.S. – February 1st – 15th, 2025

Specialty and Consumer Finance Capital Raises in the U.S. – January 16th-31st, 2025

Specialty and Consumer Finance Capital Raises in the U.S. – January 1st-15th, 2025

Specialty and Consumer Finance Capital Raises in the U.S. – December 16th-31st, 2024

Weekly Capital Raise December 1st-15th, 2024 : Specialty and Consumer Finance

Specialty and Consumer Finance Capital Raises in the U.S. – November 16th-30th, 2024

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Search Results: capital raising for Specialized Finance companies

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