Business Details
21 Years
experience
Trusted Asset-Based Investment Solutions
Founded in 2005, Castlelake has established itself as a leader in asset-based investing, leveraging over two decades of experience to deliver tailored capital solutions. Our team of 240 professionals, including 85 investment specialists, combines deep asset expertise with a relationship-driven approach to identify opportunities in specialty finance, real assets, and aviation markets. With a strategic partnership with Brookfield Asset Management, we manage $27 billion in assets, prioritizing downside protection and cash-flow stability for institutional investors.Our proprietary data and agile execution enable us to structure innovative transactions across 8 global offices, serving clients through closed-end funds and managed accounts. We maintain a culture of collaboration and innovation, driven by a commitment to transparency and long-term value creation.
Services
Aviation Leasing
Specialty Finance
Real Assets Investment
Creative Capital Solutions
Asset-Based Credit
Private Securitization
Portfolio Financing
Risk Management
Capital Markets
Investment Structuring
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of specialized expertise in asset-based private markets
- Our team includes 85 investment professionals with deep structuring experience
- We maintain a strategic partnership with Brookfield Asset Management ($1T AUM)
- We execute 1,300+ transactions across 8 global offices
- We prioritize downside protection through granular asset selection
Services
Aviation Leasing
We provide tailored financing solutions for commercial aircraft, engines, and aviation assets through leasing and secured lending. Our expertise covers on-balance sheet and off-balance sheet financing structures for airlines and leasing companies. With dedicated technical teams and global market knowledge, we deliver customized capital solutions that optimize asset utilization and liquidity.
Specialty Finance
Our specialty finance platform offers capital solutions for consumer finance receivables and small-to-medium business lending. We structure creative financing arrangements including factoring, merchant cash advances, and equipment leasing. This strategy focuses on cash-flowing opportunities with strong asset collateralization across diverse market segments.
Real Assets Investment
We invest in transitional real estate, infrastructure projects, and non-performing loan portfolios. Our approach combines asset expertise with flexible capital structures to address complex financing needs. The strategy targets value creation through active asset management and strategic repositioning of physical and financial assets.
Creative Capital Solutions
Our team develops innovative financing arrangements tailored to specific asset classes and client needs. This includes private securitization technology, hybrid capital structures, and customized liquidity solutions. We focus on solving complex capital requirements through flexible transaction frameworks and deep market understanding.
Portfolio Financing
We provide financing for residential and commercial mortgage portfolios, offering both acquisition financing and originator capital solutions. Our approach combines rigorous asset analysis with flexible structuring to support growth while maintaining risk discipline across various market cycles.
People
Rory O'Neill
Managing Partner, Executive Chair
Rory O'Neill leads Castlelake's strategic direction with extensive experience in alternative investments. He oversees global operations and maintains key industry relationships while guiding the firm's long-term vision.
Evan Carruthers
Chief Executive Officer
Evan Carruthers directs Castlelake's investment strategies and day-to-day operations. With deep expertise in asset-based markets, he leads capital formation and drives execution across all business segments.
Yen-Wah Lam
President & Chief People Officer
Yen-Wah Lam oversees human resources and organizational development. She focuses on talent acquisition, team building, and maintaining Castlelake's collaborative culture across global offices.
Eduardo D'Alessandro
Global Real Assets Partner
Eduardo D'Alessandro leads real assets investments with specialized knowledge in infrastructure and property financing. He structures complex transactions and manages relationships with key industry partners.
Chris Buckley
Chief Commercial Officer, Aviation
Chris Buckley directs aviation commercial strategy with deep industry expertise. He manages client relationships and develops innovative financing solutions for aircraft and aviation-related assets.
Questions
What investment strategies does Castlelake offer?
We provide asset-based solutions in aviation finance, specialty finance, and real assets, including private credit, portfolio financing, and structured capital solutions for institutional investors.
How long has Castlelake been in business?
We have been operating since 2005, with 20+ years of collective experience in asset-based investing and 1,300+ transactions executed globally.
What differentiates Castlelake from other investment firms?
Our unique combination of proprietary asset data, 8 global offices, and specialized team enables rapid execution and tailored capital solutions with focus on downside protection.
What types of financing does Castlelake provide?
We offer aviation leasing, consumer finance, commercial mortgage lending, and structured credit solutions for small businesses and real estate developments.
