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A Generalist’s Approach to Navigating the Private Investment Landscape

A Generalist’s Approach to Navigating the Private Investment Landscape

by [email protected] | May 24, 2023 | (Index) Industry Reviews, Industry Trends

Introduction When I was 19, I returned to what had been my family’s ranch outside Calgary to work for our neighbors, the new owners.  What I remember most, aside from Myra’s home cooking, was the amount of work that went into preparing for the next season, welding...
Carofin: Important Personal Considerations in Private Placements

Carofin: Important Personal Considerations in Private Placements

by [email protected] | May 24, 2023 | (Index) Personal Considerations for Alternative Investments, Investor Support

Carofin, a leading institution in direct private investments, sheds light on personal factors that should influence investors’ decisions about investing directly in private companies.  In a recent interview, Matt  Brown spoke with experts Garrick Ruiz and Nash...
Demystifying Private Securities: Debt vs. Equity

Demystifying Private Securities: Debt vs. Equity

by [email protected] | May 24, 2023 | (Index) Personal Considerations for Alternative Investments, (Index) Securities Explained, Investor Support, Securities Explained

In a recent episode of the Direct Private Investments Show presented by Carofin, Matt Brown and Bruce Roberts, a seasoned investor in both private equity and lending markets, demystify the world of private  securities.  This article explores the key differences...
What are the Essential Components of a Good Deal 

What are the Essential Components of a Good Deal 

by [email protected] | May 24, 2023 | (Index) Evaluating Issuers, (Index) Personal Considerations for Alternative Investments, Company Analysis, Investor Support, Securities Explained

Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities.  He is frequently asked why one gets the thumbs up, while he passes on most others. What characteristics does he look for?...
Why Carofin?

Why Carofin?

by [email protected] | May 5, 2023 | (Index) Personal Considerations for Alternative Investments, Investor Support

Any organization, if it’s destined to last, needs a leader who, as the saying goes, can’t lead from the rear. This article, taken from a wide-ranging conversation between Matt Brown and Bruce Roberts, Carofin’s CEO, from the Direct Private Investments Show, talks...
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© Copyright 2024 Carofin, LLC. All Rights Reserved

PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Craig Gilmore at 828.393.0088 x 520 and/or [email protected]

The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. This webpage is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed on this webpage or otherwise offered through Carofin, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offers of sale.

Carolina Financial Securities and Carofin only offer one type of alternative investment, those sold as private placements. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided on this website. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold.

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