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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.
MJX Asset Management is a New York, NY-based company in the Financial Services sector.
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Plaza Financial Advisors is a Saint Louis, MO-based company in the Financial Services sector.
The firm was founded in 2002 by Ronald Dickerman, Madison`s President, with the idea of building a global investment platform focused on providing liquidity to real estate owners and investors who otherwise had few options for facilitating early exits from their illiquid real estate ownership positions or monetizing embedded equity. Today, with offices in New York, Los Angeles, London, Frankfurt, Luxembourg and Amsterdam and a full team of professionals dedicated to the sourcing, underwriting, acquisition, asset management and investor relations, Madison has become a global leader in providing equity capital in a diverse range of real estate transactions involving class A properties and portfolios. Madison focuses on capital partner replacements, equity monetizations and recapitalizations of class A properties and portfolios located throughout the US, UK and Western Europe as well as investments in public/private companies owning similar quality properties. Since inception, Madison has raised over $8 billion in capital commitments from more than 175 institutional investors around the world.