CastleOak Securities L.P., is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional clients.
The firm has grown to approximately 50 professionals, with an average of 24 years of experience, across 6 offices.
CastleOak Complementary Distribution
CastleOak’s distribution network helps issuers diversify their order book with Tier II-IV. These tiers are often overlooked due to their smaller size or more restrictive trading styles. CastleOak specializes in delivering issuers differentiated distribution through unparalleled ties to unique investors who are minority-owned, public and emerging investment managers. We proactively target long-term holders to help issuers meet their investor diversification objectives and complement our bulge-bracket peers’ focus. Due to our strong ties to the top ranked bookrunners and advisors, execution in tandem with your lead managers is seamless.
Contact : CastleOak Securities
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