Testimonials from Clients and Investors



Jeffrey Collé – Client

Jeffrey Collé Homes CEO

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) was incredibly responsive and professional.

Andrew Peters – Client

Vice President – Head of Single-Family Strategy and Insights at Fannie Mae

As the CEO of First Guaranty Mortgage Corp., I was tasked to sell the company. We hired Castle Placement as our exclusive agent on the transaction and I am very glad we did. Castle created an extremely competitive process that resulted in many qualified investors submitting compelling proposals. I believe that Castle obtained the best possible execution available in the marketplace, with great service and follow-up. I strongly recommend the Castle bankers.

Peter McMillan – Client

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 terrific job getting great execution for me, while conducting themselves in a professional manner with honesty and integrity and the highest ethical standards.

Erik Conrad – Client

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.

Greg Lippmann – Investor

LibreMax – Founder

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, allowing for special situations, etc.

Tony Ettinger – Investor

KCK – Senior Advisor-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.

Rob Kramer – Investor

Owner – 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.

Duncan Ramage – Investor

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.

Mark Seigel – Investor

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.

Tim Nesler – Client

Marengo Real Estate Investments – Managing Director

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.

Eric Fretz – Client

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!


Michael Ballard – Client

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.

Bill Bymel – Client

CEO, First Lien Capital

We were seeking a substantial amount of capital to grow our distressed debt investment platform, and needed an extremely fast execution. Castle Placement was the perfect placement agent/advisor to take us to market. Our business is relatively complex and nuanced, and Castle was able to quickly understand it and position us for success. With Castle’s support and robust capital markets expertise, we were able to achieve a terrific outcome with an ideal financial partner – and close the deal.



The testimonials contained herein:

i) May not be representative of the experience of other clients and investors;

ii) Do not guarantee future performance or success and

iii) Are advertisements of Castle Placement, LLC



Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784


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