Introduction Are you interested in learning about the world of private investments and how Carofin determines whether each investment opportunity is viable? This article, drawn from The Direct Private Investment Show, should help investors appreciate the steps that our experts follow and incorporate them into their routines. In this episode, host Matt Brown joins Jason Washington, Josh Green,...
Private investing can be a rewarding yet complex endeavor. In this article, we explore a “first-pass” framework with which to cultivate a simple, straightforward understanding of a private security offering. This is a consistent, effective, and efficient analytical approach. Read below about the five key elements of private investing, as discussed by Matt Brown and Bruce Roberts on the Direct...
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? In a recent episode of the Direct Private Investments Show, Bruce drew from 28 years of experience, sharing his insights on what makes a “good deal.” The following article,...
Introduction Private investors play a crucial role in providing capital to businesses, supporting their growth and innovation. However, choosing the right opportunity can be difficult. Before getting too deep in the weeds in your analysis, Bruce Roberts, CEO of Carofin, an investment bank, recommends using a framework developed over two decades to efficiently guide a prospective private investor...
For over 100 years there has been debate among historians, and a few eccentric mathematicians, over the origin of the quote “there are three types of lies: lies, damned lies, and statistics.” If you’re English, you could go with the 1st Earl of Balfour in 1892 or Benjamin Disraeli, a leading politician at that time. If you’re American, you’re probably thinking Mark Twain came up with it (he...
By Nash Roberts The road to starting a company often takes many turns. It took Coletta Dorado, founder of AZZLY, Inc., an addiction treatment and behavioral healthcare software company, two careers, the loss of one relative, and the persistence of Job to settle on her mission. Here is the story of a founder, mother, employer, and pioneer. But, first, some background on the world of...
Carofin and CFS Announce Successful Redemption of Commercial Airplane Parts Investment Brevard, NC – February 27, 2023 -- Carofin and Carolina Financial Securities are pleased to announce that DSC Trading, LLC has redeemed in full their investors’ capital and coupon in 11% Senior Secured Notes. Based in Branson, MO, DSC Trading has been a leading supplier of expendable and consumable...
Many years ago, I was asked to finance a start-up company that wanted to create a cigar vending machine business for sports arenas. I quickly passed. Didn’t get it. Couldn’t see why the world needed it. I’ve yet to see one at a ball game, so maybe I called that one right. I wish I did every time. Getting It Should Be Easy When an entrepreneur says to me, “You get it,” it always strikes me...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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