Investment Banking & Capital Markets

CastleOak’s Investment Banking and Capital Markets Team delivers a comprehensive range of capital raising and advisory solutions to achieve the strategic objectives of our corporate, governmental, and institutional clients.

‍CastleOak’s professionals provide best-in-class expertise across Capital Markets and M&A Advisory. As a boutique investment banking firm, our senior leadership team combines high touch service with top-notch advisory expertise.Throughout our history, CastleOak has enjoyed significant repeat business stemming from our consistent ability to drive high quality outcomes for our valued clients.    

Proven Capabilities to Assist:

Fortune 500 companies
Middle-Market Public and Private Companies
Unicorns and Decacorns
Private Equity Firms
Venture Capital Firms
U.S. Government Agencies
U.S. Government-Sponsored Enterprises
Supranational Organizations
Investment Banking and Capital Markets Services
Capital Markets
Capital Markets
Investment Grade, High Yield, GSE and Supranational Debt Underwriting
IPOs, Follow-On and Block Trade Equity Underwriting
Structured Finance Underwriting (ABS, RMBS, CMBS, CDOs)
Share Repurchase Execution
Commercial Paper, CDs and Yankee CDs
Liability Management
Cash Management & Liquidity Solutions
Investor Relations & Corporate Access
M&A Advisory
M&A Advisory
Acquisitions, Mergers and Divestitures
Core vs. Non-Core Asset Evaluation
Capital Raising for Acquisitions
Leveraged Recapitalizations
Take-Private Transactions
Strategic Alternatives Evaluation
Business Valuations/Fairness Opinions
PIPEs and Private Capital Raising

Industry Coverage Experience

Consumer Products & Retail
Defense & Aerospace
Energy & Renewables
Banks & Financial Services
Financial Sponsors
Healthcare & Pharmaceuticals
Information Technology
Real Estate
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