Honesty, Integrity, Performance

CastleOak Securities, L.P. is an industry leading minority-owned, boutique investment bank focused on superior client service in capital markets, sales & trading, and financial advisory

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Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities.

CastleOak Securities is a boutique investment bank focused on the capital markets, serving a broad array of corporate, governmental and institutional clients. Since its founding in 2006, CastleOak has grown to nearly 60 professionals and has assisted its clients on public offerings totaling over $4 trillion.

CastleOak is an independent, leading financial services provider managed by a team of Wall Street veterans with extensive corporate and institutional investor relationships, and a track record of success.

Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence

Our Team
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base

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August 26, 2024
Verizon Communications Inc.

Tender Offer

Co-Dealer Manager
CastleOak Securities, L.P.
August 14, 2024
$1,000,000,000
State Street Corporation

4.530% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
August 13, 2024
$962,000,000
GS Mortgage Securities Corp II

BMARK 2024-V9

Co-Manager
CastleOak Securities, L.P.
August 12, 2024
$5,000,000,000
Eli Lilly & Co.

4.150% Notes due 2027

4.200% Notes due 2029

4.600% Notes due 2034

5.050% Notes due 2054

5.200% Notes due 2064

Co-Manager
CastleOak Securities, L.P.
August 12, 2024
$500,000,000
Principal Life Global Funding II

4.600% Notes due 2027

Co-Manager
CastleOak Securities, L.P.
August 7, 2024
$10,500,000,000
Meta Platforms, Inc.

4.300% Notes due 2029

4.550% Notes due 2031

4.750% Notes due 2034

5.400% Notes due 2054

5.550% Notes due 2064

Co-Manager
CastleOak Securities, L.P.
August 6, 2024
$750,000,000
PPL Capital Funding Inc.

5.250% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
July 30, 2024
$1,500,000,000
Citibank, N.A.

4.838% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
July 30, 2024
$750,000,000
Synchrony Financial

5.935% Notes due 2030

Co-Manager
CastleOak Securities, L.P.
July 29, 2024
$300,000,000
Ryder System, Inc.

4.950% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
July 24, 2024
$2,000,000,000
Capital One

5.463% Notes due 2030

5.884% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
July 23, 2024
$1,500,000,000
Citigroup Inc.

7.000% PerpNC10 Pfd

Co-Manager
CastleOak Securities, L.P.
July 22, 2024
$3,400,000,000
American Express

FRN due 2028

5.043% Notes due 2028

5.284% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
July 17, 2024
$2,500,000,000
BlackRock Inc.

4.600% Notes due 2027

4.900% Notes due 2035

5.350% Notes due 2055

Co-Manager
CastleOak Securities, L.P.
July 17, 2024
$2,250,000,000
Morgan Stanley

5.042% Notes due 2030

Joint Lead-Manager
CastleOak Securities, L.P.
July 16, 2024
$2,000,000,000
Wells Fargo & Co.

6.850% PerpNC5 Pfd

Joint Lead-Manager
CastleOak Securities, L.P.
July 16, 2024
$5,500,000,000
Goldman Sachs Group

5.049% Notes due 2030

5.330% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
July 15, 2024
$9,000,000,000
JPMorgan Chase

FRN due 2028

4.979% Notes due 2028

4.995% Notes due 2030

5.294% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
July 15, 2024
$2,250,000,000
PepsiCo Inc.

4.500% Notes due 2029

4.800% Notes due 2034

5.250% Notes due 2054

Co-Manager
CastleOak Securities, L.P.
July 15, 2024
$2,500,000,000
Bank of New York Mellon

FRN due 2028

4.890% Notes due 2028

5.060% Notes due 2032

5.606% Notes due 2039

Co-Manager
CastleOak Securities, L.P.
June 27, 2024
$1,500,000,000
Mizuho Financial Group

5.382% Notes due 2030

5.594% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
June 17, 2024
$625,000,000
Ameren Illinois Company

5.550% Notes due 2054

Co-Manager
CastleOak Securities, L.P.
June 17, 2024
$900,000,000
Republic Services Inc.

5.000% Notes due 2029

5.200% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
June 13, 2024
$2,500,000,000
General Motors Financial Company, Inc.

FRN due 2027

5.350% Notes due 2027

5.600% Notes due 2031

Co-Manager
CastleOak Securities, L.P.
June 4, 2024
$2,500,000,000
Citigroup Inc.

5.449% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
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