CastleOak Securities, L.P.

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 firms financial advisory services include mergers, acquisitions, and divestitures; leveraged and management buyouts; specialty financing; restructuring; strategic reviews; and fairness opinions. CastleOak Securities, L.P. was founded in 2006 and is based in New York, New York with additional offices in Atlanta, Georgia; Chicago, Illinois; and Portland, Oregon.