The group advises and executes on a broad range of strategic and capital-related transactions, including mergers and acquisitions, liquidity solutions for general and limited partners, portfolio and fund-level advisory, and primary capital raising for select sponsors and companies. Our approach is highly tailored, combining deep sector expertise with transaction execution capabilities to support clients across the full lifecycle of their assets and investment strategies.
CastleOak combines the M&A transaction experience and industry knowledge of large investment bank with the focus, dedication, and senior-level high touch of a boutique advisory firm. Our M&A bankers focus exclusively on middle market transactions valued below $1 billion. By leveraging CastleOak’s deeply established relationships with Fortune 500 companies, our M&A bankers have been selected to advise major corporate sellers on the divestiture of non-core assets and underperforming units. CastleOak’s insights and advice drive successful outcomes and help our clients achieve important strategic objectives.
Our M&A Advisory services include:
Collectively, CastleOak’s M&A Advisory team has successfully executed over $79 billion of completed transactions both on the buy-side and the sell-side. On each of our M&A engagements, CastleOak delivers a wealth of transaction experience and due diligence capabilities across an array of different industries and transaction types. Within the past decade, the CastleOak team has successfully completed M&A transactions in the following industries: Information Technology, Communications, Media and Entertainment, Consumer Products and Retail, Industrial, and Financial Services.
We work with general partners and investors looking to actively manage their private equity and real asset holdings through liquidity transactions.
Whether the proposed transactions are direct assets, fund investments, or fund portfolios, our dedicated team delivers client-focused advice to structure and coordinate an effective secondary process from strategy to completion.
The group provides comprehensive advisory and distribution services on capital raising for alternative asset managers and private fund sponsors.
The team has strong connectivity with leading capital providers and can provide unique structuring insights to help its clients achieve optimal results.
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.
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