Carofin Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1995

Year Founded

  • Employees
  • 10

Employees

  • Serviced Companies
  • 37

  • Serviced Deals
  • 45

  • Serviced Investors
  • 9

Carofin General Information

Description

Founded in 1995, Carofin is an investment bank headquartered in Brevard, North Carolina. The firm provides corporate finance as well as business consulting services to for-profit companies. Carofin specializes in private placements of debt and equity securities, alternative asset investments, as well as mergers and acquisition advisory services. The firm caters to business product services, energy, financial services, information technology, material, and resources sectors.

Contact Information

Website
www.carofin.com
Formerly Known As
Carolina Financial Group
Year Founded
1995
Service Provider Type
Investment Bank
Corporate Office
  • 100 Elks Club Road
  • Brevard, NC 28712
  • United States
+1 (828) 000-0000

Carofin Services to Companies

Service on a Deal (46)

Company Name Service Provided Deal Date Deal Type Deal Amount
Craftom Advisor: General May 2024 00000 0000000
Craftom Advisor: General May 2024 00000 0000000
Paradigm Parachute and Defense May 2024 00000 0000000
EarLens Advisor: General Apr 2024 00000 0000000
SnippetSentry Advisor: General Mar 2024 00000 0000000
Azzly Advisor: Financial Due Diligence Feb 2024 00000 0000000
Craftom Advisor: General Oct 2023 00000 0000000
Paradigm Parachute and Defense Advisor: General Oct 2022 00000 0000000
Zeus Electric Chassis Advisor: General Jul 2022 00000 0000000
Airstrike Firefighters Advisor: General Jul 2022 00000 0000000
You’re viewing 10 of 46 services to companies. Get the full list »

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Carofin Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Trilantic North America Advisor: General Nov 2015 00000 0000000
To view Carofin’s complete services on a deal — buy side history, request access »

Carofin Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Carofin Team (37)

Name Title Deals Office
Bruce Roberts Founder, Chief Executive Officer & President 00 Brevard, NC
Craig Gilmore Chief Operating Officer Brevard, NC
Gary Saykaly Managing Director Brevard, NC
Mathias Hoffrichter Compliance Specialist Tampa, FL
Julia Gray Investor Relations Specialist Brevard, NC
You’re viewing 5 of 37 team members. Get the full list »

Carofin Board Members (1)

Name Representing Role Since
Peter Milhaupt Carofin Chairman 000 0000
To view Carofin’s complete board members history, request access »

Carofin FAQs

  • When was Carofin founded?

    Carofin was founded in 1995.

  • Who is the founder of Carofin?

    Bruce Roberts is the founder of Carofin.

  • Who is the CEO of Carofin?

    Bruce Roberts is the CEO of Carofin.

  • Where is Carofin headquartered?

    Carofin is headquartered in Brevard, NC.

  • What is the size of Carofin?

    Carofin total number of employees/professionals is 10.

  • What service provider type is Carofin?

    Carofin's service provider type is Investment Bank.

  • What companies has Carofin invested in or acquired?

    Carofin has invested in or acquired companies like SnippetSentry, Design Trade Service, and Carolina Financial Services.

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