CastleOak Securities

We are thrilled that agency issuers of multifamily securities rewarded CastleOak Securities with 24 mandates in the first nine months of 2024, ranking CastleOak #4 in CMA’s Agency CMBS Lead and Co-Manager league table. We’re proud to deliver value to our clients by deploying methodical investor outreach strategies and uncovering new buyers of the asset class. Please reach out to your CastleOak coverage if you would like to learn more about our capabilities.  

CastleOak is pleased to announce that we were chosen to be a Co-Manager on JPMorganChase's $8Bn bond offering last week. We congratulate JPMorgan on a successful issuance and look forward to helping them achieve their future financing goals.

We are thrilled to share that our own Robert Bacon served as a panelist at Management Leadership for Tomorrow's executive series event: Thriving Through Disruption: Bold Leadership Strategies for Executives. We are proud to partner with MLT, a nonprofit that exists to advance racial equity and close racial wealth gaps.

We were thrilled to sponsor this year's Women@NJPAC Spotlight Gala, where our own David Jones serves on the Board. Congratulations to Tammye Jones, who in her role as Co-Executive Vice President of the gala helped host a successful event!

CastleOak is delighted to announce that we were chosen to be a Co-Manager on Capital One's $1Bn ABS offering last week. We congratulate Capital One on a successful issuance and look forward to helping them achieve their future financing goals.

CastleOak is pleased to announce that we were chosen to be a Co-Manager on Citi's $1.1Bn bond offering last week. We congratulate Citigroup on a successful issuance and look forward to helping them achieve their future financing goals.

We are pleased to commemorate National Hispanic Heritage month. As a minority-owned firm, CastleOak understands the impact of fostering diversity on Wall Street. We celebrate our LatinX employees and are proud to be an investment bank where people of all backgrounds can pursue their careers and thrive.

CastleOak’s M&A Advisory team advises Fortune 500, SPACs, private equity, and privately held companies on mergers and acquisitions and other strategic transactions. We’re growing the department and looking for a senior-level team member with experience in the private placements space. This role reports directly to the Head of M&A Advisory and is responsible for sourcing private fundraising engagements and executing private placements. If you have strong relationships and deal experience, we encourage you to apply:

CastleOak is delighted to announce that we were chosen to be a Co-Manager on American Honda Finance Corporation's $1.85Bn bond offering last week. We congratulate American Honda Finance Corporation on a successful issuance and look forward to helping them achieve their future financing goals.