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

PG&E Engaged Diverse-Owned Banks For $750 Million Bond Sale
As part of its commitment to diversity and inclusion, Pacific Gas and Electric Company (PG&E) employed four diverse-owned investment banks to help manage an offering of $750 million of 10-year and 30-year senior notes that closed successfully on June14. CastleOak Securities, an African American-owned investment bank headquartered inNew York City, was one of four joint lead managers on the deal.

PG&E Engaged Diverse-Owned Banks For $750 Million Bond Sale
As part of its commitment to diversity and inclusion, Pacific Gas and Electric Company (PG&E) employed four diverse-owned investment banks to help manage an offering of $750 million of 10-year and 30-year senior notes that closed successfully on June14. CastleOak Securities, an African American-owned investment bank headquartered inNew York City, was one of four joint lead managers on the deal.

David R. Jones is appointed to the Board of Overseers of Boston University
The four alumni new to the Board of Overseers are no strangers to Boston University. They bring decades of expertise in business, finance, education, and law to the board.

David R. Jones is appointed to the Board of Overseers of Boston University
The four alumni new to the Board of Overseers are no strangers to Boston University. They bring decades of expertise in business, finance, education, and law to the board.
Castleoak Securities Expands Municipal Sales And Trading Team With Key Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the expansion of its municipal sales and trading team with the addition of James Heald, Michael Lorenz and Christine Guest.
Castleoak Securities Expands Municipal Sales And Trading Team With Key Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the expansion of its municipal sales and trading team with the addition of James Heald, Michael Lorenz and Christine Guest.

Castleoak Securities, L.P. Signs Sponsor Agreement With Bids Trading.
CastleOak Securities, L.P., a leading New York-based boutique investment bank fi rm, and BIDS Trading, L.P., the Alternative Trading System (“ATS”) designed to increase competition and liquidity in the U.S. equity block trading market, are pleased to announce the signing of a sponsorship agreement.

Castleoak Securities, L.P. Signs Sponsor Agreement With Bids Trading.
CastleOak Securities, L.P., a leading New York-based boutique investment bank fi rm, and BIDS Trading, L.P., the Alternative Trading System (“ATS”) designed to increase competition and liquidity in the U.S. equity block trading market, are pleased to announce the signing of a sponsorship agreement.
Castleoak Securities Establishes Scholarship Funds At Boston University And The University Of Pennsylvania
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that they have established a David R. Jones/ CastleOak Securities, L.P. Scholarship Fund at Boston University School of Management and the Wharton School of the University of Pennsylvania.
Castleoak Securities Establishes Scholarship Funds At Boston University And The University Of Pennsylvania
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that they have established a David R. Jones/ CastleOak Securities, L.P. Scholarship Fund at Boston University School of Management and the Wharton School of the University of Pennsylvania.


The CastleOak Securities LP Team Rings the NASDAQ Closing Bell in Commemoration of a Major Business Milestone
The CastleOak Securities LP team joined the firm’s CEO, David Jones in ringing the NASDAQ Closing Bell on Dec. 14, 2012; in commemoration of, the milestone of assisting clients to raise $1 trillion in public offerings, and the growth of the firm to over 70 professionals since its founding in 2006.
The CastleOak Securities LP Team Rings the NASDAQ Closing Bell in Commemoration of a Major Business Milestone
The CastleOak Securities LP team joined the firm’s CEO, David Jones in ringing the NASDAQ Closing Bell on Dec. 14, 2012; in commemoration of, the milestone of assisting clients to raise $1 trillion in public offerings, and the growth of the firm to over 70 professionals since its founding in 2006.
CastleOak Securities to Ring the NASDAQ Stock Market Closing Bell
In recognition of reaching the milestone of assisting its clients to raise over $1 trillion since its founding in 2006, CastleOak Securities, L.P., a leadingNew York-based boutique investment banking firm, will visit the NASDAQ MarketSite in TimesSquare on December 14, to ring the Closing Bell.
CastleOak Securities to Ring the NASDAQ Stock Market Closing Bell
In recognition of reaching the milestone of assisting its clients to raise over $1 trillion since its founding in 2006, CastleOak Securities, L.P., a leadingNew York-based boutique investment banking firm, will visit the NASDAQ MarketSite in TimesSquare on December 14, to ring the Closing Bell.
David R. Jones, CEO of CastleOak Securities, Recognized for Professional Achievement and Demonstrated Commitment to Community by the Council of Urban Professionals
Today, the Council of Urban Professionals (CUP)announced the CUP Catalysts: Change Agents 2012 | Finance inaugural list. The list highlights and celebrates the accomplishments of diverse leaders across the financial services sector who have achieved extraordinary success in business and have made a significant impact on their community.
David R. Jones, CEO of CastleOak Securities, Recognized for Professional Achievement and Demonstrated Commitment to Community by the Council of Urban Professionals
Today, the Council of Urban Professionals (CUP)announced the CUP Catalysts: Change Agents 2012 | Finance inaugural list. The list highlights and celebrates the accomplishments of diverse leaders across the financial services sector who have achieved extraordinary success in business and have made a significant impact on their community.

4.450% Notes due 2031

4.200% Notes due 2031
5.625% Notes due 2056

4.650% Notes due 2033

6.625% PerpNC5 Notes

4.700% Notes due 2036
5.600% Notes due 2066

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
.svg.avif)
3.250% Euro Notes due 2035
.svg.avif)
FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036

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

5.869% Notes due 2035
.svg.avif)
4.300% Notes due 2030

5.500% Notes due 2032
.svg.avif)
4.200% Notes due 2028

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

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

CHASE 2011-11

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
.svg.avif)
4.200% Notes due 2028

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

JPM CHAIT 2025-1

4.734% Notes due 2031

5.576% Notes due 2036

5.450% Notes due 2028

6.875% Perpetual Notes

CHASE 2025-8

FRN due 2030
4.711% Notes due 2030
5.323% Notes due 2036

FRN due 2027
.svg.avif)
WFCIT 2025-A1

FRN due 2028
4.441% Notes due 2028
5.316% Notes due 2036

SYNIT 2025-2

1.726% Notes due 2030
2.003% Notes due 2032
2.369% Notes due 2035
2.779% Notes due 2040
.svg.avif)
7.050% Perpetual Notes

FRN due 2028
4.574% Notes due 2028
4.808% Notes due 2030

4.600% Notes due 2030

4.914% Notes due 2030

4.700% Notes due 2030
5.350% Notes due 2035

6.875% 40NC5 Pfd
.svg.avif)
FRN due 2031
5.240% Notes due 2031
5.790% Notes due 2036

4.250% Notes due 2030
.svg.avif)
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
.svg.avif)
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
.svg.avif)
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.
For more information, contact our team.
Reach Out