CastleOak is a New York based boutique investment bank with regional offices in Chicago, Atlanta and Portland. It is managed by a team of seasoned bankers with an average of over 20 years experience with bulge-bracket and minority-owned securities firms on Wall Street.

CastleOak provides sales & trading, capital markets, and financial advisory services. We offer expertise in primary and secondary market transactions, and are structured to effectively advise our clients on mergers, acquisitions, divestitures, valuations and general strategic assessments.

Our client coverage ranges from Fortune 500 to middle market corporations, institutional investors, and financial sponsors. CastleOak is in a strategic partnership with Cantor Fitzgerald, L.P., a leading global financial services provider to the institutional equity and fixed income capital markets.