
CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
The World Bank (International Bank for Reconstruction and Development, IBRD, Aaa/AAA) today priced a USD8 billion 5-year global benchmark bond that matures on April 22, 2025. This is the largest ever US dollar denominated bond issued by a supranational.
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
The World Bank (International Bank for Reconstruction and Development, IBRD, Aaa/AAA) today priced a USD8 billion 5-year global benchmark bond that matures on April 22, 2025. This is the largest ever US dollar denominated bond issued by a supranational.



Issuer and Investor Events at the GIOA Annual Conference - February 2020

Issuer and Investor Events at the GIOA Annual Conference - February 2020

CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the Inter-American Development Bank (IDB) to join its Discount Note dealer group. CastleOak is the only boutique dealer in this group of six investment banks.

CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the Inter-American Development Bank (IDB) to join its Discount Note dealer group. CastleOak is the only boutique dealer in this group of six investment banks.


CastleOak Securities’ David R. Jones is Showing Investment Banks Can Take the Higher Road
JP Morgan. Goldman Sachs. Bank of America Merrill Lynch. Morgan Stanley. A handful of well-known Wall Street firms dominate the investment banking industry. But in recent years, smaller boutique banks have begun taking a piece of the investment banking action, offering more attentive service to clients and better lifestyles for employees.
CastleOak Securities’ David R. Jones is Showing Investment Banks Can Take the Higher Road
JP Morgan. Goldman Sachs. Bank of America Merrill Lynch. Morgan Stanley. A handful of well-known Wall Street firms dominate the investment banking industry. But in recent years, smaller boutique banks have begun taking a piece of the investment banking action, offering more attentive service to clients and better lifestyles for employees.
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
CastleOak Securities, L.P. (“CastleOak”), a leading New York-based boutique investment banking firm, announced today that it has been named the 2017 Financial Company of the Year by Black Enterprise magazine.
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
CastleOak Securities, L.P. (“CastleOak”), a leading New York-based boutique investment banking firm, announced today that it has been named the 2017 Financial Company of the Year by Black Enterprise magazine.

2017 PGA Minority Collegiate Golf Championship presented by CastleOak Securities
The PGA Minority Collegiate Championship presented by CastleOak Securities is a 54-hole, stroke-play Championship consisting of four team divisions: NCAA Men’s Division I, Men’s Division II, Men’s NAIA and an overall Women’s division.

2017 PGA Minority Collegiate Golf Championship presented by CastleOak Securities
The PGA Minority Collegiate Championship presented by CastleOak Securities is a 54-hole, stroke-play Championship consisting of four team divisions: NCAA Men’s Division I, Men’s Division II, Men’s NAIA and an overall Women’s division.


CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has launched DirectPool™, a platform for U.S. corporate bond electronic trading powered by Bloomberg.
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has launched DirectPool™, a platform for U.S. corporate bond electronic trading powered by Bloomberg.

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
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3.250% Euro Notes due 2035
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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
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4.300% Notes due 2030

5.500% Notes due 2032
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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
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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
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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
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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
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FRN due 2031
5.240% Notes due 2031
5.790% Notes due 2036

4.250% Notes due 2030
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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
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