Client

Andrew Levy

President, Redstone Group

"I have worked very closely with Richard Luftig for several decades, watched him and Ken build Castle from the beginning, and closed several capital raises with them in various industries. They do everything by the book, and I always trust them to do the right thing and get the job done."

Client

Andrew Peters

CEO, First Guaranty Mortgage Corp

"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."

Client

Bill Bymel

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. 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."

Client

Chris Ricciardi

CEO, Edly Inc.

"Castle Placement was the exclusive placement agent for our initial capital raise. They did a spectacular job for us, which does not surprise me at all. I've worked with Ken and Richard for decades, and think that they are among the most effective and professional people in the capital markets space."

Client

Dominic O'Dierno

Vice President, Q5iD, Inc.

"Castle Placement did a great job as our exclusive placement agent helping us to close our round and introduced us to several prominent investors in our industry, many of which could be investors in our company in future rounds."

Client

Eric Fretz

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!!"

Client

Erik Conrad

President, inCommercial Property Group

"Richard, I just wanted to take a moment to thank you for giving me the opportunity to participate as a judge in the CPGO competition. I think it is a great thing you and Castle Placement have put together. Well done and thank you again for letting me be a part of it!"

Client

Gavin Evans

Director, EAT GROUP

"We are a health and wellness focused company and hired Castle Placement to raise capital to fuel our acquisition/growth strategy. Castle really delivered for us. Castle found a great Australian investor/financial partner that likes the agriculture, food and beverage sector. The private capital markets are incredibly inefficient, and Castle Placement brought us together."

Client

Ismail Vali

CEO, Yield Sec Global, Inc.

"We hired Castle Placement as our exclusive placement agent to help us build our pioneering online gaming marketplace intelligence platform. We were pleased to complete the sale of our company to Gaming Compliance International, and are extremely grateful to Castle for their professionalism, responsiveness, diligence and great client service throughout the engagement."

Client

Jeffrey Collé

Developer, Estates by Jeffrey Collé

"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 were incredibly responsive and professional."

Client

John Helmick

CEO, Gorilla Capital

"Castle Placement did a terrific job on our capital raise. Castle does a great job of getting its clients in front of institutional investors seeking debt and equity funding. I would be happy to engage them for a future raise."

Client

Joe Gillas

President, Impact Fisheries

"We are an ESG focused company and hired Castle Placement to raise a substantial amount of capital for our project. We were very pleased with Castle's execution. They obtained very attractive capital for us and the perfect strategic partner for our operations. The Castle team was extremely transparent and hands-on throughout the whole process. We enjoyed working with Castle and recommend them highly."

Client

Kelly Ireland

Founder & CEO, CB Technologies

"Castle Placement did a fantastic job of finding several prospective lenders for us, and helping us to structure and close the loan at very competitive terms. As a tech company, we appreciated how efficient and fast Castle's platform made the entire process from engagement to closing."

Client

Matt Belcher

CEO, CalTier Realty

"Castle Placement has been with us every step of the way and contributed significantly to our success. They are our trusted advisor, investment bank, and partner."

Client

Max Wieder

CEO, Celcy Technologies

"Despite challenging market conditions, Castle brought several targeted, interested investors to the table. Their process was extremely efficient and fast, and resulted in an amazing seed investor that was a perfect fit to fuel Celcy's growth. Great platform, great bankers."

Client

Michael Ballard

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."

Client

Peter McMillan

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. They have always done a great job getting great execution for me, while conducting themselves in a professional manner with honesty and integrity and the highest ethical standards."

Client

Praveen Yasarapu

CEO, Azimuth AI, Inc.

"We hired Castle Placement as the exclusive placement agent for our capital raise. The team from Castle was extremely professional and did a great job helping us close the round."

Client

Rajesh Gandhi

Chairman, Choron Group

"The financing transaction that we closed with Castle Placement has helped us expand our business operations. Castle was able to find the perfect financial partner for us and their team did a terrific job from engagement through closing."

Client

Renata Black

CEO, EBY

"We are extremely pleased that we hired Castle Placement for our capital raise. Castle brought many, many qualified investors to the table and created a very competitive process. Castle's process was super-efficient and their team was exceptionally responsive to our needs. I believe that Castle obtained the best possible execution in closing our round and provided great service and follow-up. I strongly recommend them."

Client

Edward Hložek

Chairman and CEO, ValveCure, LLC

"Valvecure LLC sits in the structural heart space, developing innovative catheter and surgical procedures designed to repair mitral and tricuspid regurgitation. We have enjoyed being on your mailing lists over the years, and the synopses of the traditional and private equity placement markets in our sector that you provide to us regularly. Well done. Would love to explore synergies to work together with Castle Placement."

Client

Robert Bevis

CEO, LIVES Training Institute

"We are currently doing a capital raise with Castle for our law enforcement training facility and have executed a term sheet with one of their investors. This is a very specialized project and we were lucky that we met Castle. Their deep investor relationships were critical for us to find the perfect financial partner. I have already recommended Castle to several friends that are raising capital."

Client

Stephanie Benedetto

Founder & CEO, Queen of Raw

"Castle Placement was the exclusive placement agent on our initial capital raise. As a start-up at the time, working with Castle was an absolute pleasure. Their team was extremely knowledgeable, hard-working, and responsive. We are pleased that we have maintained our relationship with Castle after all these years as we continue to grow."

Client

Tim Nesler

Managing Director, Marengo Real Estate Investments

"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."

Client

Ruben Izgelov

Managing Partner, We Lend, LLC

"We are a private money lender that services real estate investors by providing quick and low-cost capital on their investment properties. We have the deepest respect and appreciation for the entire Castle Placement team. Your dedication and professionalism have been invaluable, and it has truly been a privilege working alongside you. We hold you in the highest regard and sincerely hope that we can collaborate again in the future."

Client

Jeff Margolis

SVP/CFO, RespireRx Pharmaceuticals Inc.

"I am a former investment banker and currently the CFO of RespireRx Pharmaceuticals. We are working with Castle Placement on the largest and most important raise for RespireRx in over a decade. Castle is by far the best investment bank with which I have engaged over a 34 year career working with biopharmaceutical companies. They are professional, highly communicative, hardworking, intelligent, utilize technology extremely well, and are creative thinkers with a strong network of professional potential investors and strategic partners."

Investor

Bill McQueen

Chief Investment Officer, Quarter Horse Capital

"With such limited time nowadays to take in the news, I have literally narrowed it down to 'A View from the Castle.' I only logon to LinkedIn for this update, and then I'm gone — keep 'em coming!"

Investor

Chaz Guinn

CEO, Revolve Capital

"Castle Placement recently obtained a debt investor for us under very challenging market conditions. They found a great financial partner, and helped to structure the transaction to meet our very specific economic and structural requirements. We highly recommend the Castle Placement platform."

Investor

Duncan Ramage

Partner, Forum Equity Partners

"We are a private equity investor and project developer focused on real assets, structured finance and opportunistic situations. 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."

Investor

Greg Lippmann

Founder, LibreMax Capital

"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, special situations, etc."

Investor

Mark Seigel

President, Veritas Financial Partners

"Castle Placement raised our start-up capital round. 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."

Investor

Michael Schmidt

Managing Partner, Whitecap Enterprises

"Richard, I just wanted to take a moment to thank you for giving me the opportunity to participate as a judge in the CPGO competition. I think it is a great thing you and Castle Placement have put together. Well done and thank you again for letting me be a part of it!"

Investor

Rob Kramer

Managing Member, Off Road Capital Partners

"Castle does a great job showing us transactions that fit our risk/yield profile. We think Castle's platform and technology are cutting edge and a great benefit for private equity investors."

Investor

Stephen Johnson

Managing Director, Invesco Private Capital

"We recently invested in a Castle Placement deal. The Castle platform, process, and team were extremely helpful in providing all of the information we required and facilitating the entire transaction. I have known many of the Castle bankers for decades, and look forward to closing more transactions with them in the years to come."

Investor

Tony Ettinger

Senior Advisor, KCK Financial Services

"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 aligns very well with our data-driven investment approach."