Val Guilford

Founded in 2006, CastleOak Securities LP is a minority-owned broker/dealer located in New York City with additional offices in Atlanta and Chicago. CastleOak engages in sales and trading, capital markets and financial advisory services. The firm offers expertise in primary and secondary market transactions and is structured to handle mergers, acquisitions, divestitures, valuations and general strategic assessments. Their clients range from Fortune 500 to middle-market corporations, institutional investors and financial sponsors. CastleOak is in partnership with Cantor Fitzgerald. They do not provide any internal research.

Magna Securities Corp. provides research on technology, media, telecommunications, healthcare and special situations sectors. It offers fundamental analysis, technical analysis, industry reports, and peer analysis. The firm caters to institutional investors. The company was founded in 1992 and is headquartered in New York, NY.