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.

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – April 1st – May 31st, 2026

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - April 1st - May 31st, 2026 Several interesting transactions closed in the Insurance/InsurTech sector over the past months. If you would like more info on these deals or would like to discuss the capital raising market for your company,...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – January 1st to March 31st, 2026

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - January 1st to March 31st, 2026 Several interesting transactions closed in the Insurance/InsurTech sector over the past quarter. If you would like more info on these deals or would like to discuss the capital raising market for your company,...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – January 1st – 31st, 2026

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - January 1st - 31st, 2026 Several interesting transactions closed in the Insurance/InsurTech sector last month. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me. Merger/Acquisition...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – November 16th – December 31st, 2025

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - November 16th - December 31st, 2025 Several interesting transactions closed in the Insurance/InsurTech 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...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – October 16th – November 15th, 2025

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - October 16th – November 15th, 2025 Several interesting transactions closed in the Insurance/InsurTech 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...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – October 1st – 15th, 2025

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - October 1st - 15th, 2025 Several interesting transactions closed in the Insurance/InsurTech 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 company,...

Insurance/InsurTech Capital Raises and Investors in the U.S. – September 16th-30th, 2025

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Insurance/InsurTech Capital Raises and Investors in the U.S. - September 16th-30th, 2025 Several interesting transactions closed in the Insurance/InsurTech 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 company, please contact me. Merger/Acquisition...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – September 1st-15th, 2025

CastleAnalyst, 09/23/2025, Capital Raising News, InsurTech, capital raising for insurance companies, capital raising for venture-backed companies, Castle Placement capital raising, Castle Placement InsurTech fundraising solutions, Castle Placement venture capital services, equity financing for private companies, funding for insurance companies, institutional investors for insurance sector, institutional investors in private equity, insurance capital raising, insurance funding solutions, insurance investment opportunities, insurance investment strategies, insurance private company capital, insurance private equity, insurance venture capital, InsurTech capital raising, InsurTech startup investment strategies, investment banking for private equity, investment opportunities in InsurTech, private company capital raising, private equity advisory services, private equity investment opportunities, raising capital through Castle Placement, top capital raises, venture capital for InsurTech startups, venture capital funding solutions, weekly capital raises, 0

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - September 1st-15th, 2025 Several interesting transactions closed in the Insurance/InsurTech 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 company, please contact me. Merger/Acquisition and Corporate...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – July 16th – August 31st, 2025

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Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - July 16th - August 31st, 2025 Several interesting transactions closed in the Insurance/InsurTech 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...

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – July 1st-15th, 2025

CastleAnalyst, 07/30/2025, Capital Raising News, InsurTech, capital raising for insurance companies, capital raising for venture-backed companies, Castle Placement capital raising, Castle Placement InsurTech fundraising solutions, Castle Placement venture capital services, equity financing for private companies, funding for insurance companies, institutional investors for insurance sector, institutional investors in private equity, insurance capital raising, insurance funding solutions, insurance investment opportunities, insurance investment strategies, insurance private company capital, insurance private equity, insurance venture capital, InsurTech capital raising, InsurTech startup investment strategies, investment banking for private equity, investment opportunities in InsurTech, private company capital raising, private equity advisory services, private equity investment opportunities, raising capital through Castle Placement, top capital raises, venture capital for InsurTech startups, venture capital funding solutions, weekly capital raises, 0

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - July 1st-15th, 2025 Several interesting transactions closed in the Insurance/InsurTech 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 company, please contact...

Search Results: insurance private company capital

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – April 1st – May 31st, 2026

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – January 1st to March 31st, 2026

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – January 1st – 31st, 2026

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – November 16th – December 31st, 2025

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – October 16th – November 15th, 2025

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – October 1st – 15th, 2025

Insurance/InsurTech Capital Raises and Investors in the U.S. – September 16th-30th, 2025

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – September 1st-15th, 2025

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – July 16th – August 31st, 2025

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – July 1st-15th, 2025

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