
CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/



CastleOak Securities Co-manages $10.75 Billion Debt Offering for Microsoft Corp.
Microsoft Corp. on Monday announced the pricing of its offering of $10.75 billion of senior unsecured notes.

CastleOak Securities Co-manages $10.75 Billion Debt Offering for Microsoft Corp.
Microsoft Corp. on Monday announced the pricing of its offering of $10.75 billion of senior unsecured notes.

More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
In an unprecedented effort lead by a team of African American business leaders in New York, organizations across the U.S. coordinated a massive national campaign to find African-American business leaders to underwrite free admission to the Golden Globe-nominated film “SELMA” for students around the country.

More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
In an unprecedented effort lead by a team of African American business leaders in New York, organizations across the U.S. coordinated a massive national campaign to find African-American business leaders to underwrite free admission to the Golden Globe-nominated film “SELMA” for students around the country.
CastleOak Securities Expands Investment Banking Group
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Reginald J. Hollinger as ManagingDirector in the Investment Banking Group.
CastleOak Securities Expands Investment Banking Group
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Reginald J. Hollinger as ManagingDirector in the Investment Banking Group.
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, was ranked by Black Enterprise magazine as the nation’s top minority-owned investment bank in taxable securities and a top minority owned business in the U.S. in its June 2014edition.
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, was ranked by Black Enterprise magazine as the nation’s top minority-owned investment bank in taxable securities and a top minority owned business in the U.S. in its June 2014edition.
CastleOak Hires Loop’s Matsikoudis to Head Muni Underwriting. (Source: www.bondbuyer.com)
John Matsikoudis, former senior underwriter at Loop Capital Markets, has been hired by CastleOak Securities to continue the growth of its municipal sales and trading business.
CastleOak Hires Loop’s Matsikoudis to Head Muni Underwriting. (Source: www.bondbuyer.com)
John Matsikoudis, former senior underwriter at Loop Capital Markets, has been hired by CastleOak Securities to continue the growth of its municipal sales and trading business.


CastleOak Securities Selected as a World Bank Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm and the #1 ranked minority-owned underwriter of FederalAgency and Supranational debt today announced it was selected by the International Bank forReconstruction and Development (IBRD), commonly referred to as the World Bank, to join their discount note dealer group. CastleOak is the first and only minority-owned or boutique dealer in this group of eight investment banks.
CastleOak Securities Selected as a World Bank Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm and the #1 ranked minority-owned underwriter of FederalAgency and Supranational debt today announced it was selected by the International Bank forReconstruction and Development (IBRD), commonly referred to as the World Bank, to join their discount note dealer group. CastleOak is the first and only minority-owned or boutique dealer in this group of eight investment banks.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Fourth Consecutive Year
CastleOak Securities, L.P., a leading New York‐based boutique investment banking firm, announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks, and top minority-owned businesses in the U.S., in its June 2013 edition.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Fourth Consecutive Year
CastleOak Securities, L.P., a leading New York‐based boutique investment banking firm, announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks, and top minority-owned businesses in the U.S., in its June 2013 edition.
CastleOak Securities Partners With the Federal Home Loan Bank System
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has partnered with the Federal HomeLoan Bank System to issue $510 million of floating rate debt securities, which CastleOak placed with institutional investors, including local government accounts, asset managers and corporations.
CastleOak Securities Partners With the Federal Home Loan Bank System
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has partnered with the Federal HomeLoan Bank System to issue $510 million of floating rate debt securities, which CastleOak placed with institutional investors, including local government accounts, asset managers and corporations.
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5.125% Notes due 2031

5.000% Notes due 2028
5.050% Notes due 2032
6.100% Notes due 2055

3.560% Fixed Rate Sustainable Development Bond due 2028

8.875% Notes due 2030
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FRN due 2029
4.078% Notes due 2029
4.892% Notes due 2036

FRN due 2031
4.503% Notes due 2031

FRN due 2027
3.850% Notes due 2027
4.150% Notes due 2030
4.550% Notes due 2032
4.950% Notes due 2035
5.700% Notes due 2055

4.400% Notes due 2031
5.000% Notes due 2036

FRN due 2028
4.250% Notes due 2028

5.850% Notes due 2055

FRN due 2029
4.470% Notes due 2029

6.600% PerpNC5 Notes
7.000% PerpNC10 Notes

Private Credit Secondaries

5.019% Notes due 2029
6.000% Notes due 2036

SDART 2025-3

4.100% Notes due 2029
4.300% Notes due 2030
4.650% Notes due 2032
5.000% Notes due 2035

JPM CHAIT 2025-1

4.734% Notes due 2031

5.576% Notes due 2036

5.450% Notes due 2028

4.200% Notes due 2031
5.625% Notes due 2056

4.700% Notes due 2036
5.600% Notes due 2066

5.000% Notes due 2028
5.050% Notes due 2032
6.100% Notes due 2055

5.850% Notes due 2055

5.450% Notes due 2035

5.900% Notes due 2055

5.250% Notes due 2035

4.900% Notes due 2030
5.400% Notes due 2035

5.150% Notes due 2035
5.650% Notes due 2055

6.375% Notes due 2055

5.869% Notes due 2035
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4.200% Notes due 2028

FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030

4.450% Notes due 2031

4.650% Notes due 2033

6.625% PerpNC5 Notes
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FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036

5.500% Notes due 2032

4.784% Notes due 2036

FRN due 2029
4.133% Notes due 2029

4.255% Notes due 2031
4.810% Notes due 2036

FRN due 2029
4.153% Notes due 2029
FRN due 2031
4.369% Notes due 2031
4.939% Notes due 2036

CHASE 2011-11
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5.125% Notes due 2031

3.560% Fixed Rate Sustainable Development Bond due 2028
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FRN due 2029
4.078% Notes due 2029
4.892% Notes due 2036

FRN due 2031
4.503% Notes due 2031

FRN due 2028
4.250% Notes due 2028

FRN due 2029
4.470% Notes due 2029

6.600% PerpNC5 Notes
7.000% PerpNC10 Notes

Private Credit Secondaries

5.019% Notes due 2029
6.000% Notes due 2036

SDART 2025-3
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4.300% Notes due 2030

4.650% Notes due 2030
5.250% Notes due 2035

4.850% Notes due 2030

5.000% Notes due 2030
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3.250% Euro Notes due 2035

FRN due 2027
3.850% Notes due 2027
4.150% Notes due 2030
4.550% Notes due 2032
4.950% Notes due 2035
5.700% Notes due 2055

4.400% Notes due 2031
5.000% Notes due 2036

4.100% Notes due 2029
4.300% Notes due 2030
4.650% Notes due 2032
5.000% Notes due 2035
4.250% Notes due 2028
4.500%Notes due 2030
5.125%Notes due 2035

4.200% Notes due 2030

5.550% Notes due 2035
6.000% Notes due 2055

FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075

2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064

4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065

DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D

8.875% Notes due 2030
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Follow-On

4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056

5.737% Notes due 2029

4.000% Notes due 2028
4.200% Notes due 2030
4.500% Notes due 2032
4.750% Notes due 2035

Zayo 2025-1

FRN due 2031
4.952% Notes due 2031

IPO
60,000,000 Shares

10.000% Notes due 2031

VZMT 2025-1
VZMT 2025-2
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
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