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
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.
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 advertisiments of Castle Placement, LLC