CastleOak Securities, L.P. is an industry leading minority-owned, boutique investment bank focused on superior client service in capital markets, sales & trading, and financial advisory
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 nearly 60 professionals and has assisted its clients on public offerings totaling over $4 trillion.
Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence
Our TeamStay up to date on our company’s achievements, announcements, and media mentions
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5.656% Notes due 2030
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AMXCA 2024-1
AMXCA 2024-2
7.500% Perpetual NC-5
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FRN due 2028
5.707% Notes due 2028
FRN due 2028
5.571% Notes due 2028
5.581% Notes due 2030
5.766% Notes due 2035
4.850% Notes due 2027
4.800% Notes due 2029
4.950% Notes due 2034
FRN due 2027
4.980% Notes due 2027
4.994% Notes due 2029
5.200% Notes due 2029
5.450% Notes due 2034
1.048% Notes due 2029
1.412% Notes due 2031
1.682% Notes due 2034
BMARK 2024-V6
SYNIT 2024-1
NRMLT 2024-NQM1
6.500% Notes due 2054
6.875% Perpetual NC-5
4.700% Notes due 2029
5.000% Notes due 2034
5.250% Notes due 2054
5.800% Notes due 2029
6.125% Notes due 2034
AART 2024-1 (A1)
AART 2024-1 (A2)
AART 2024-1 (A3)
AART 2024-1 (A4)
5.690% Notes due 2030
Tender Offer
7.700% Notes due 2084
5.350% Notes due 2026
5.150% Notes due 2029
5.750% Notes due 2054
6.401% Notes due 2035
5.550% Notes due 2029
5.800% Notes due 2034
6.750% Notes due 2053
5.300% Notes due 2027
5.375% Notes due 2029
5.546% Notes due 2030
5.719% Notes due 2035
