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.

Top 10 Internet Of Things Capital Raises and Investors in the U.S. – September 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.

PIPE

1. GCT Semiconductor Holding, 5G and 4G LTE semiconductor solutions that enables fast and reliable 4G LTE connectivity to numerous commercial devices such as CPEs, mobile hotspots, routers, M2M applications, and smartphones, etc, received $23,785 of development capital through a private placement.

Merger/Acquisition

1. InPlay, wireless technologies that unlocks the unrealized potential of augmented reality (AR) and virtual reality (VR) technology, was acquired by Trackonomy.
2. Inteli Platforms, full-service managed IT solutions that serves businesses seeking efficient and cost-effective technology adoption, was acquired by Virtuosic Technologies.
3. Interactions, intelligent virtual assistant technologies that drives digital transformation, was acquired by SoundHound AI for $60 million.

Later Stage VC

1. Brilliant Smart Home System, smart home automation devices for the simplification of interactions between all smart devices within a residence or property, raised $9.7 million of venture funding from Almeida Strategic Investments and other investors.
2. Eigen Innovations, an artificial intelligence-based Internet of Things system that overcomes challenges related to deploying and managing quality inspection, raised CAD 2 million of Series A3 venture funding from BDC Capital, TLT East Ventures, and New Brunswick Innovation Foundation.
3. Particle (Software Development Applications), application infrastructure that supports intelligence in connected devices across edge environments, raised $29.54 million of Series 1 venture funding from HAX, SOSV Investments and Energy Impact Partners.
4. Tocaro Blue, advanced yacht-monitoring system that provides a digital blueprint of every aspect of a vehicle’s operation, raised $2.12 million of venture funding.

Early Stage VC

1. mcp-use, open-source infrastructure platform that simplifies the deployment and management of modular compute processes, raised venture funding from Vento.
2. SixLine Semiconductor, carbon nanotube alignment technology that addresses challenges in the semiconductor electronics space, raised venture funding from rpv.

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

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.