Primary Insight Competitors

Founded in 2009*, Castle Placement® has raised billions of equity and loans for early-stage and middle market companies. Castle is currently raising $6.2 billion of capital for 100+ different clients. Our network includes over 100,000 institutional, private equity, venture capital and strategic investors, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders plus an additional 600,000+ accredited investors. We are experienced investment bankers with significant personal relationships. Robust, data driven, technology platform. Innovative features that enhance the overall experience for investors - delivering transparent, quicker and easier access to relevant investment information. Castle Placement® understands the challenges you face, and provides you with a world-class team of professionals from top-tier global investment banks. If you are considering selling your company or raising capital, contact us for a free consultation. We will give you our thoughts on investors, strategy and structure (Reg 506(c), Reg A+, Reg CF, etc.) to get you best execution. Castle Placement® is a broker-dealer and a member of FINRA and SIPC. * Castle Placement Group, LLC, the parent company of Castle Placement, LLC, changed its name (from StoneCastle Placement) in 2015. StoneCastle Placement deals were placed through StoneCastle Securities, LLC. 1. Registered trademark and subjective slogan of Castle Placement®.

Probitas Partners is a leading independent global placement agent. We work across the spectrum of private markets (private equity, private credit and real assets), and our services include primary fund fund placement, direct / co-invest syndication, and secondary advisory. With a global footprint and offices in San Francisco, New York, London, and Hong Kong, we bring together extensive market knowledge, proven execution capabilities, and diverse industry perspectives. Our integrated approach and specialized focus enable us to deliver optimized outcomes for our clients worldwide.

Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms in achieving their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others. Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with the capabilities, motivation and experience necessary for success. Our advisors have collectively completed capital raising and M&A transactions worth billions of dollars. Pickwick’s primary services are investment banking, focused on M&A and debt/equity, and third-party-marketing placements, in which we raise capital for alternative asset funds including hedge funds, private equity groups and venture capital funds. We offer our clients the advantage of a well-established and broad network of institutional investors, family offices, qualified purchasers, private equity and buy-out groups, strategic buyers, growth capital providers, senior, junior and mezzanine lenders and debt providers, and emerging and middle-market companies. We also provide our clients strategic insights into a diverse range of industries, including: cyber/physical security, banks/financial institutions and financial technology (Fin-Tech), real estate, Big Data, aerospace/defense, alternative energy/clean tech/green tech, entertainment, industrial, health IT/medical devices/biotech/pharmaceuticals, e-learning and tech-enabled business services. An SEC-registered Broker/Dealer and member of FINRA and SIPC, Pickwick is located in Westchester, New York, with advisors across the country, including in the metro DC-area, Boston, Los Angeles, Richmond, Baltimore, Miami, Dallas, Austin and Houston.