Company Overview
CastleOak Securities, L.P. is a boutique investment bank that provides securities sales and trading, capital markets, and financial advisory services. The firm offers origination, execution, and after-market services focusing on initial public and follow on offerings, non-deal road shows, private investment in public equity, and private placements. It also provides equity and fixed income products sales and trading services. Additionally, the firm’s financial advisory services include mergers, acquisitions, and divestitures; leveraged and management buyouts; specialty financing; restructuring; strategic reviews; and fairness opinions.
 
110 East 59th Street
2nd Floor
New York, NY 10022
United States
Founded in 2006
Phone: 646-521-6700
Fax: 212-294-7866
www.castleoaklp.com