Carofin and CFS Announce Successful Financing of TxtSmarter, a secure pipeline for full communications capture across private messaging applications, platforms, and services. Brevard, N.C., December 13 , 2022 – With record-breaking fines facing major financial services firms, Carofin and Carolina Financial Securities are pleased to announce they have successfully raised a total of $2,020,000 More >

Parachute Manufacturer Lands Safely With Help From Carofin Carofin and CFS Announce Successful Financing of Global Military Grade Parachute Manufacturer BREVARD, N.C., Sept. 20, 2022 -- Carofin and Carolina Financial Securities are pleased to announce they have successfully raised a total of $7,500,000 in Senior Secured Debt and Participating Preferred Equity for Paradigm Parachute & Defense, More >

Carofin Completes $2.5M Growth Financing for InfoTouch Corp. Carofin and CFS Announce Successful Financing of Industry Leading Point of Sale Software Provider BREVARD, N.C., Nov. 17, 2022 -- Carofin and Carolina Financial Securities are pleased to announce they have successfully raised a total of $2,500,000 in Senior Secured Promissory Notes for InfoTouch Corporation. The funds were sourced More >

Blueberry Farmer is Anything but Blue Carofin and CFS Announce Successful Financing of Organic Blueberry Farm BREVARD, N.C., June 22, 2022 -- Carofin and Carolina Financial Securities are pleased to announce the firm has successfully raised $2.2M in Participating Preferred Membership Interests for Berry Capital Management, an SPV which provided working capital for a More >

CFS and Carofin are pleased to announce that they have advised in the placement of $5M for Leste 5P Multifamily US Feeder, LP. Issuer: A real estate limited partnership formed for the purpose of investing in the acquisition of a portfolio of five multifamily apartment properties in Texas and the Southeast U.S. (Website). Opportunity: To More >

March 2022 For anyone who thinks that Putin’s invasion of Ukraine represents an isolated incident -- simply a despot extending his buffer zone – rather than a global threat, think again.  The next Cold War has begun. A word of caution: the following is a summary from one of Arthur Bavelas’ Family Office Insights More >

  The CARES Act passed in 2020 as a source of relief through liquidity for small businesses or individuals and kept many businesses afloat throughout the height of the pandemic.   The SBA (Small Business Administration) has acknowledged that businesses are still struggling with the logistical fallout and changes in consumer behavior, so Carofin will More >

This is an interview by Nash Roberts, Carofin’s Vice President of Sales and Syndication, with Janine Firpo, author of “Activate Your Money” and investor in Carofin offerings. In it, Janine shares her ongoing personal journey to align her investment portfolio with her values and make a difference in this world. Key Takeaways: Challenge your worldview More >

By Chris Wedding  In his latest article, Dr. Wedding, one of Carofin's investment bankers, speaks to a principle that I have espoused throughout my career. Diversity in the workplace (and our country) is not only the right thing to do... it's the most intelligent way to run any business. As you'll see below, the world's More >

by Chris Wedding If you only considered headlines like the ones below, you would think that COVID has obliterated the solar, wind, and related clean energy industries. Covid-19 Lockdown Could Kill 500k Cleantech Jobs (Forbes) Wind Energy Group Says $43 Billion at Risk from COVID-19 (Power)  Tesla to Reduce On-Site Staff at Nevada Gigafactory by More >

In 72 hours, the first round of the Paycheck Protection Program exceeded the $350B capacity. In contrast, $120 Billion in loan capacity is still available after a month into Round 2. Congress interpreted this to mean that the loan forgiveness terms were too strict and passed legislation last night to add flexibility. Here we relay More >

While I now live in North Carolina, I’m originally from Kentucky where our state motto is “United we stand, divided we fall.”  An essential attitude for these times … When I hear doubts about the U.S. and its ability to get through this crisis, I’m not buying it.  We still, collectively, have enormous financial reserves More >

At this point, we’re probably each wondering what the world will look like when this crisis ends and whether we’ll get back to the “good ole days” of last month. I hope not. I hope not because, before COVID-19, the U.S. already had other major crises – we were just kicking those cans down the More >

The U.S. Treasury, the SBA and the Federal Reserve are moving quickly - trying to shore-up our economy. Nevertheless, private investment will soon be critical to our ability to respond to the “long tail” of COVID-19.   HNW individuals, family offices and private investment funds will soon become the investors (lenders and equity holders) of last More >

As an investment banker for 36 years now, I’ve observed a significant number of world events during my career. I’ve always found myself wondering each time whether it’s signaled some new “world-order.” Usually, they didn’t, e.g., the 1987 stock market crash and various Recessions. But sometimes they did, such as the Berlin wall coming down, More >

This CARES Act update sends two messages: If you have applied for any of the SBA stimulus programs, you aren’t crazy, and you aren’t alone. Odds are that you haven’t received the $10,000 grant that was promised in 3 business days -- and your application to the Paycheck Protection Program (“PPP”) has not been accepted, More >

  The CARES Act now offers much needed financial assistance to business owners, but it can be a confusing process to navigate. Below are summaries of the most important SBA programs, steps to follow, and the forms and other company documentation needed to successfully apply. Eligible recipients include U.S. businesses that: Have been affected by More >