Castle Creek Capital LLC

About The Fund

Castle Creek Capital LLC is a private equity firm that operates as an investment bank, with particular expertise in equity investments. Located in Rancho Santa Fe, California, they have a strong focus on serving the community banking industry and financial service companies. With an investment thesis that leverages decades of operating and investing experience in the sector, Castle Creek Capital is recognized as a premier partner and capital provider to their niche market. They pride themselves on their strong Midwest roots and ability to navigate the complexities inherent to the industries they specialize in, which includes regulatory, political, operational, and accounting challenges. Their specialties include Management Buyouts (MBO)/Leveraged Buyouts (LBO), acquisitions, and recapitalizations. With $1.9 billion in assets under management, they apply a thoughtful, disciplined approach to investing and boast a proven track record as sector specialists. Their nuanced understanding of the business allows them to add considerable value during periods of rapid growth, and they take pride in their engagement levels aligning well with the cultures of their portfolio companies. Executives from within their portfolio have lauded Castle Creek for their contributions in various areas including strategic planning, mergers and acquisitions (M&A), IT contract negotiation, deal modeling, and analysis. Moreover, executives have emphasized the significant operational changes and improvements driven by the partnership with Castle Creek Capital, indicating a relationship that extends beyond financial backing to operational enhancement and strategic advisement. The testimonials featured on their website serve to underscore Castle Creek's active role in providing capital and advice critical to the success of these community banks and financial service companies.