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Jun 2026

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CastleOak Securities, L.P. | The Grid by Zolidar

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CastleOak Securities, L.P.

Last updated at 2024-11-15

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About

CastleOak Securities, L.P. is a boutique investment bank focused on M&A and capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with six regional offices, CastleOak specializes in primary and secondary sales and…

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Service Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Funding source: Other

Contact

200 Vesey Street, 4th Floor, New York, NY, USA

Associated people

Current

S
Shawn Jackson
Managing Director, Investment Banking & Advisory
C
Clara Kittrell
Executive Assistant, Investment Banking and Capital Markets
A
Ashish Relan
Associate
T
Taha Rao
Analyst

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