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.

Top 10 DigitalHealth/ HealthTech Capital Raises and Investors in the U.S.

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

Several interesting transactions closed in the DigitalHealth/ HealthTech sector over the past month. If you would like more info or would like to discuss the capital raising market for your company, please contact me.

PE Growth/Expansion

Noryth Technologies, robotics and Artificial Intelligence (AI) platform for universal neural architecture, received development capital from Initiative Equity Partners.

Merger/Acquisition

Happypillar, mental healthcare application that provides support to families everywhere, was acquired by Manatee.
Techfit Digital Surgery, digital surgery platform that enhances surgical planning and patient outcomes through workflow digitization and customization, was acquired by Acumed, a subsidiary of Medhold Group.

Later Stage VC

Empathetics, neuroscience-based workforce retention platform that reduces clinician turnover and improve organizational performance, raised $950,000 of venture funding in the form of convertible debt.
NextSense, brain-sensing earbuds that treat brain-related disorders, including peripartum depression, raised $25.68 million through the combination of debt, Series A, and Series A-1 venture funding in a deal led by Ascension Ventures, putting the company’s pre-money valuation at $69 million.
ZetaGen Therapeutics, small molecule-based osteoinductive technology that suspends cancer, inhibit pain and regenerate bone, raised $12.91 million of Series B1 venture funding in a deal led by JStar Capital.

Early Stage VC

Ampa Health, neurotechnology firm for mental and neurological health treatments, raised $8.5 million of venture funding in a deal led by Nexus NeuroTech Ventures.
Polysight, AI-powered compliance management platform that streamlines and automate regulatory compliance for healthcare organizations, raised venture funding from Catalyst by Wellstar and Alloy Partners.

Seed Round

Deleon, portable biochemical analysis technology for real-time human performance and wellness monitoring, raised $705,000 of seed funding from Boost VC, CreationsVC and CREATE-X.
MyPhysicianPlan, primary care coverage plans for uninsured gig workers, part-timers, visitors, immigrants, the unemployed and small businesses, raised $2.3 million through a combination of Seed and Seed-1 funding from New Jersey Commission on Science and Innovation and Technology and other investors, putting the company’s pre-money valuation at $21.4 million.

#castleplacement #capitalraising #privateequity #venturecapital #investment #DigitalHealth #HealthTech

Tamara Williams

Managing Director

Please contact me if you have any questions or would like to discuss your capital raise:

Email: twilliams@castleplacement.com

(C) (385) 600-1871

Send us a message:

Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement™ does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.