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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7.500% Perpetual Notes
Microsoft Tender
9.625% Perpetual Notes
5.750% Notes due 2026
5.750% Notes due 2029
6.000% Notes due 2031
6.100% Notes due 2034
6.400% Notes due 2054
6.627% Notes due 2034
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6.300% Notes due 2028
6.600% Notes due 2033
6.200% Notes due 2028
6.875% Notes due 2033
7.161% Notes due 2026
6.787% Notes due 2027
6.484% Notes due 2029
6.561% Notes due 2034
6.070% Green Bonds due 2027
6.087% Notes due 2029
6.254% Notes due 2034
6.303% Notes due 2029
6.491% Notes due 2034
NRMLT 2023-NQM1
5.875% Notes due 2028
6.125% Notes due 2033
5.650% Notes due 2028
5.803% Notes due 2028
6.327% Notes due 2027
6.246% Notes due 2029
6.301% Notes due 2034
FRN Notes due2025
5.920% Notes due 2025
5.717% Notes due 2028
7.625% Preferred
CHAIT 2023-A1
CHAIT 2023-A2
FRN due 2025
5.800% Notes due 2025
5.650% Notes due 2028
5.500% Notes due 2029
5.700% Notes due 2034
5.550% Notes due 2026
SDART 2023-4
SDART 2023-4
5.650% Notes due 2025
FRN due 2025
5.526% Notes due 2026
FRN due 2026
