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 Internet Of Things Capital Raises and Investors in the U.S. - October 1st

Top 10 Internet Of Things Capital Raises and Investors in the U.S. – October 1st – 15th, 2025

Several interesting transactions closed in the Internet Of Things 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.

PE Growth/Expansion

1. BusPas, MaaS digital applications that makes access to data, tools, and programs affordable for municipalities, received development capital from Cliffbrake.

Merger/Acquisition

1. goTenna, mesh networking devices that facilitates off-grid connectivity, was acquired by Forterra.
2. Imprint Enterprises, custom and specialty labels and other consumable products for data capture applications, was acquired by DecisionPoint Technologies, a subsidiary of Barcoding.
3. Zubie, connected vehicle services platform that provides consumers and businesses with relevant vehicle health, location, and safety information, was acquired by TSD Rental, a subsidiary of Reynolds and Reynolds.

Later Stage VC

1. Andium, industrial IoT platform that brings intelligent software services down to the device layer, raised $4.12 million of venture funding.
2. Freefall 5G, a 5G disruptive technology that provides intelligent antenna systems for the global 5G market, raised $3.13 million of venture funding.
3. Intelligent Locations, artificial intelligence-embedded tracking technology that provides data insights for healthcare organizations, raised an estimated $35.00 million of Series A venture funding from Marlin Equity Partners, First Analysis and other investors.
4. Origin (Electronics (B2C)), wireless sensing device that provides consumers with a wide range of information in various applications, raised venture funding from Cybertrust.

Seed

1. HYFIX, IoT-based embedded software and hardware that delivers low-cost centimeter-accurate GNSS positioning, raised $15 million of Seed funding.
2. M&R Technology, innovative energy-efficient platform for smart homes and industrial applications, raised $177,599 of seed funding.

#castleplacement #capitalraising #privateequity #venturecapital #investment #internetofthings

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.