CastleOak Securities is a boutique investment bank focused on the capital markets, serving a broad array of corporate, governmental and institutional clients. Since its founding in 2006, CastleOak has grown to approximately 75 professionals and has assisted its clients on public offerings totaling over $5 trillion.
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CastleOak bankers have extensive corporate finance/advisory experience from bulge-bracket Wall Street firms. We are uniquely qualified to execute assignments as an extension of business development teams on a myriad of transactions including M&A, divestitures and private placements.
Read More About Our Services >Money Fund Access (MFA) is a next generation Money Fund Portal offering broad fund access and seamless Treasury Management System integration and interface. CastleOak Shares offer liquid, high-quality money market instruments for clients looking to preserve capital and maximize income.
Read More About Our Services >CastleOak's Private Capital Advisory (PCA) group is a secondaries market advisor focused on advising and executing liquidity solutions for limited and general partners in private capital funds. PCA advises financial sponsors on portfolio and fund management solutions.
Read More About Our Services >CastleOak's Fixed Income Sales and Trading teams have the expertise to distribute a full array of fixed income products and ideas to our clients. On an agency basis, the group engages in secondary market trading involving corporate, mortgage, ABS and hybrid securities.
Read More About Our Services >DirectPool™ is CastleOak's fixed income electronic bond trading solution, a reliable liquidity pool for many of the nation's largest investment managers and bond dealers. Powered by Bloomberg.
Read More About Our Services >Our global equity trading team offers execution services in over 60 markets around the world. Our proprietary algorithmic trading strategies are available on all major execution and order management systems.
Read More About Our Services >CastleOak is an independent, leading financial services provider managed by a team of Wall Street veterans with extensive corporate and institutional investor relationships, and a track record of success. Our founding partners have worked together for over two decades.
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CastleOak is proud to count some of the world's most recognized brands and industry leaders amongst its client base.
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