CastleOak’s M&A Advisory team advises Fortune 500, SPACs, private equity, and privately held companies on mergers and acquisitions and other strategic transactions. We’re growing the department and looking for a senior-level team member with experience in the energy space. This role reports directly to the Head of M&A Advisory and is responsible for sourcing and executing M&A advisory engagements with new and existing energy and infra clients. If you have strong relationships and deal experience, we encourage you to apply:
CastleOak Securities
Financial Services
New York, New York 3,853 followers
Boutique investment bank focused on superior client service in capital markets, sales & trading and financial advisory
About us
CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
- Website
-
http://castleoaklp.com
External link for CastleOak Securities
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Banking and Capital Markets, Equity Sales & Trading (including Share Repurchase), Fixed Income Sales & Trading (including electronic DirectPool™ platform), Financial Advisory, and Money Fund & FX Portals
Locations
-
Primary
200 Vesey St
4th floor
New York, New York 10282, US
Employees at CastleOak Securities
-
Robert Bacon
-
Itai Benosh, CTP
Managing Director, Agency Capital Markets at CastleOak Securities
-
Shawn Jackson
Managing Director, Investment Banking & Advisory and Head of Los Angeles Office at CastleOak Securities
-
Carlos Cabana
Managing Director, Head of Equity Sales & Trading at CastleOak Securities, L.P.
Updates
-
CastleOak is excited to announce that we acted as Co-Manager on State Street's recent $1 billion debt issuance. We were proud to be one of five diverse co-managers on the deal, who collectively have underwritten 40% of the securities in the issuance. We congratulate State Street on a successful deal and are pleased to work with clients whose mission and values align with our own.
State Street Announces Issuance of $1 Billion of Senior Debt
investors.statestreet.com
-
CastleOak is pleased to announce that we were chosen to be a Co-Manager on Eli Lilly and Company's $5Bn bond offering last week. We congratulate Eli Lilly on a successful issuance and look forward to helping them achieve their future financing goals.
-
CastleOak is delighted to announce that we were chosen to be a Co-Manager on META Technology Platforms' $10.5Bn bond offering last week. We congratulate Meta Platforms on a successful issuance and look forward to helping them achieve their future financing goals.
-
CastleOak is pleased to announce that we were chosen to be a Co-Manager on Ryder System, Inc. $300M bond offering last week. We congratulate Ryder System on a successful issuance and look forward to helping them achieve their future financing goals.
-
We were proud to return to serve again at Oasis - A Haven for Women and Children last week as part of our CastleOak Month of Service!
-
CastleOak is delighted to announce that we were chosen to be a Co-Manager on American Express's $3.4Bn bond offering last week. We congratulate American Express on a successful issuance and look forward to helping them achieve their future financing goals.
-
We were proud to return to serve again at Encore Community Services last week as part of our CastleOak Month of Service!
-
We are thrilled to introduce each of our interns! This week, meet Charles Diaz.