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 Insurance/InsurTech Capital Raises and Investors in the U.S.

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – September 1st-15th, 2025

Several interesting transactions closed in the Insurance/InsurTech sector over the past two weeks. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.

Merger/Acquisition and Corporate

1. CatX, an insurance marketplace that streamlines insurance risk transfer, was acquired by Cactus Risk Studio.
2. Blue Marble Microinsurance, an insurance protection services that serves underserved populations exposed to climate and income risks, was acquired by Mapfre.

Buyout/LBO

1. Infiniti Insurance Services, an insurance agency that helps clients reach their financial security goals, was acquired by Tropolis, via its financial sponsor Unity Partners, through an LBO.

Later Stage VC

1. Coterie Insurance, a commercial insurance platform that removes unwanted risks for businesses, raised $50 million of Series C venture funding in a deal led by Allianz X.
2. Kin, an online insurance platform that provides simple, personalized, and affordable home insurance, raised $50 million of Series E venture funding in a deal led by QED Investors and Activate Capital Partners.
3. COVU, an insurance brokerage service for independent agencies and their customer to offer customized insurance, raised $16 million of venture funding.
4. Collectivfide, an insurance platform that provides support for all facets of their operations, raised $65 million of venture funding in a deal led by Farm Mutual Reinsurance Plan and other investors.

Early Stage VC

1. ClaimSorted, a third-party administration platform that processes insurance claims, raised venture funding from Start Ventures.

Seed

1. Start With Level, an insurance technology platform that brings fairness and transparency to the claims process, raised $2.59 million through a combination of Seed, Seed-1, and Seed-2 funding from Better Tomorrow Ventures, 81 Collection, and other investors.
2. Pathwork, an AI-native platform that modernizes life and health insurance distribution, raised $3.5 million of Seed-1 funding in a deal led by Costanoa Ventures.

#castleplacement #capitalraising #privateequity #venturecapital #investment #Insurance #InsurTech

Axel Reijmers

Managing Director

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

Email: areijmers@castleplacement.com

(C) (201) 747-4718

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.