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.

private company capital raising | Castle Placement®

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

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Top 10 Cybersecurity Capital Raises and Investors in the U.S. - April 1st - May 31st, 2026 Several interesting transactions closed in the Cybersecurity sector over the past 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. PE Growth/Expansion SHIELD, an...

Top 10 Elder and Disabled Care Capital Raises and Investors in the U.S. – April 1st – May 31st, 2026

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

Autonomous Cars Capital Raises and Investors in the U.S. – April 1st – May 31st, 2026

CastleAnalyst, 06/10/2026, Autonomous Cars, Autonomous Cars capital raising, Autonomous Cars funding solutions, Autonomous Cars investment opportunities, Autonomous Cars private company capital, Autonomous Cars private equity, Autonomous Cars startup investment strategies, Autonomous Cars venture capital, Autonomous Cars venture capital services, capital raising for Autonomous Cars companies, capital raising for venture-backed companies, Castle Placement Autonomous Cars fundraising solutions, equity financing for private companies, funding for Autonomous Cars companies, institutional investors for Autonomous Cars sector, institutional investors in private equity, insurance investment strategies, investment banking for private equity, investment opportunities in Autonomous Cars, private company capital raising, private equity advisory services, private equity investment opportunities, raising capital through Castle Placement, top capital raises, venture capital for Autonomous Cars startups, venture capital funding solutions, weekly capital raises, 0

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

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Top 10 Data Center Capital Raises and Investors in the U.S. – April 1st – May 31st, 2026

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

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CastleAnalyst, 06/10/2026, FoodTech, Capital Raising News, capital raising for FoodTech companies, capital raising for venture-backed companies, Castle Placement FoodTech fundraising solutions, equity financing for private companies, FoodTech capital raising, FoodTech funding solutions, FoodTech investment opportunities, FoodTech private company capital, FoodTech private equity, FoodTech startup investment strategies, FoodTech venture capital, FoodTech venture capital services, funding for FoodTech companies, institutional investors for FoodTech sector, institutional investors in private equity, insurance investment strategies, investment banking for private equity, investment opportunities in FoodTech, private company capital raising, private equity advisory services, private equity investment opportunities, raising capital through Castle Placement, top capital raises, venture capital for FoodTech startups, venture capital funding solutions, weekly capital raises, 0

Top 10 FoodTech Capital Raises and Investors in the U.S. - April 1st - May 31st, 2026 Several interesting transactions closed in the FoodTech 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, please...

Search Results: private company capital raising

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

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

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