/underwriter Profile
CastleOak Securities, L.P. Logo

CastleOak Securities, L.P.

underwriter

Firm Overview

CastleOak Securities, L.P. is a minority-owned boutique investment bank focused on providing capital markets services.

Aggregate Capital Deployment Matrix

Active/Searching: $250M (13.3%)

Total Capital Deployed

$1,879,000,000

Active / Searching Capital:
$250,000,000

Transaction Volume

5 Transactions

Merger Completion Rate

20.0%

Syndicate Intelligence

Key Executives & Board

Top Sectors

  • Residential Solar Energy Solutions1 Deals
  • Nuclear Energy1 Deals

Syndicate Deal History

TickerCompanyStatusTrustPriceWarrantIPO DateTime LeftDeal ValueSectorBookrunner
KDK
Ares Acquisition Corporation II
closed
404.0M
$10.00
1/2Mar 2023Done
2.5B
GeneralCitigroup Global Markets, Inc.
DEVS
Focus Impact Acquisition Corp.
announced
250.0M
$10.00
1/2Apr 2021-
145.0M
GeneralCitigroup Global Markets, Inc.
ATHN
Athena Technology Acquisition Corp.
closed
250.0M
$10.00
1/3Feb 2021Done
2.0B
Residential Solar Energy SolutionsCitigroup Global Markets, Inc.
AAC
Ares Acquisition Corporation
announced
725.0M
$10.00
1/5Jan 2021-
1.1B
Nuclear EnergyUBS Securities LLC
ASAQ
Atlantic Avenue Acquisition Corp
searching
250.0M
$10.00
1/2Sep 2020--GeneralCowen and Company, LLC