Mosaic Distributors (“Chella”) Interview

Josh Greene, Carofin's investment banker, interviews Chella's Founder and CEO, Chris Kolodziejski. Chella is all about enhancing your brows and eyes with Makeup.  Our primary customers? People who frequent spas and salons.  Here's Chella's robust distribution strategy: Online presence through platforms like Amazon, Birchbox, BoxyCharm and Ipsy A global footprint with Amazon in 12 More >

Mosaic Distributors (“Chella”) Interview2023-11-29T10:58:55-05:00

Carofin Closes $2.5MM in Southeast Blueberry Farm Transaction

BREVARD, N.C., June 29, 2023 -- Carofin and Carolina Financial Securities are proud to announce the closing of yet another investment in a blueberry farm in the Southeast, building upon last year’s successful raise for a similar farm.  Funded through the single purpose vehicle (SPV), Berry Capital Management II (BCM II), proceeds from this More >

Carofin Closes $2.5MM in Southeast Blueberry Farm Transaction2023-06-28T19:35:22-04:00

A Generalist’s Approach to Navigating the Private Investment Landscape

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 broken machinery, sharpening blades, stocking seed, and More >

A Generalist’s Approach to Navigating the Private Investment Landscape2023-05-31T14:35:36-04:00

Another Successful Closing — Corrosion Innovations, LLC

Carofin Completes Multi-million Dollar Financing for Corrosion Innovations LLC. Carofin and CFS Announce Successful Acquisition Financing for Corrosion Innovations’ Purchase of Chlor*Rid™, a Division of Milliken & Company... BREVARD, N.C., April 27, 2023 (GLOBE NEWSWIRE) -- Used on high profile projects such as the Coolidge Dam, the gantry for NASA’s Langley Research Center and More >

Another Successful Closing — Corrosion Innovations, LLC2023-04-28T12:15:54-04:00

Care Is In The Details – The Career Path of AZZLY’s Founder and CEO, Coletta Dorado  

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, More >

Care Is In The Details – The Career Path of AZZLY’s Founder and CEO, Coletta Dorado  2023-03-29T11:00:55-04:00

Flying High, Commercial Aircraft Parts Distributor Nails Safe Landing for Investment Returns Despite Turbulence 

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 More >

Flying High, Commercial Aircraft Parts Distributor Nails Safe Landing for Investment Returns Despite Turbulence 2023-09-22T11:44:37-04:00

Carofin’s Year To Remember

2022 was, in many ways, a validation of internal investments in technology and process management.  It also helped set the direction of where we’re going as an operating company. Here are the results: Total from Investors: $96,388,000 Number of Meaningful Investments: 33 Companies Provided Vital Capital: 24 Industries included: MedTech, Aviation, Agriculture, Mining, B2B More >

Carofin’s Year To Remember2023-05-24T15:05:34-04:00

Carofin Completes $2M Equity Financing for TxtSmarter, LLC

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 >

Carofin Completes $2M Equity Financing for TxtSmarter, LLC2022-12-09T14:59:47-05:00

Another Successful Closing — Paradigm Parachute & Defense, Inc.

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 >

Another Successful Closing — Paradigm Parachute & Defense, Inc.2022-11-17T15:03:10-05:00

Another Successful Closing — InfoTouch Corporation

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 >

Another Successful Closing — InfoTouch Corporation2022-12-09T15:12:53-05:00

Another succcessful closing — Berry Capital Management, LLC.

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 >

Another succcessful closing — Berry Capital Management, LLC.2022-11-17T14:44:16-05:00

Carofin Raises $5 Million for Leste 5P Multifamily US Feeder, LP

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 >

Carofin Raises $5 Million for Leste 5P Multifamily US Feeder, LP2022-10-24T14:07:30-04:00

The Next Cold War Has Begun

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 Next Cold War Has Begun2022-10-11T09:39:40-04:00

Breaking News from the SBA: EIDL Program Expansion!

  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 >

Breaking News from the SBA: EIDL Program Expansion!2021-11-15T16:08:02-05:00

Activate Your Money — Invest to Grow Your Wealth and Build a Better World

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 >

Activate Your Money — Invest to Grow Your Wealth and Build a Better World2021-11-15T16:10:08-05:00

Coronavirus: Investing 6 Feet Away, 7 Months later (Pt. 2)

How have different business sectors performed? Last month I reviewed how COVID-19 has affected us personally in our priorities, physical distancing, personal responsibility, etc. I share below how different business sectors have performed according to our research (Googling, really). As before, I’m using the “star system” to rate my predictions -  1 star = NOT,  More >

Coronavirus: Investing 6 Feet Away, 7 Months later (Pt. 2)2021-11-15T17:03:28-05:00

Coronavirus: Investing 6 Feet Away, 7 Months later (Pt. 1)

This past March, as COVID-19 was beginning to sucker-punch both the world economy and each of us at the most personal level (our physical survival), I began to offer my thoughts regarding societal influences and investment themes created by our new pandemic-dominated world. Many kindly expressed their appreciation for what, on balance, was meant to More >

Coronavirus: Investing 6 Feet Away, 7 Months later (Pt. 1)2021-11-15T17:04:04-05:00

“Vital Capital”

Vital – Absolutely necessary, essential Capital – Money used for a particular purpose After 25 years supporting financially under-served small to medium-sized American businesses through discrete private financings, we’ve honed the summary description of our businesses to: Meaningful Investments – Vital Capital Last month I addressed what Carofin means by Meaningful Investments.  Here I’d More >

“Vital Capital”2023-03-14T09:38:14-04:00

Diversity can boost profits. But we’re still failing.

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 >

Diversity can boost profits. But we’re still failing.2021-11-15T17:06:07-05:00

Has COVID Killed Renewables? Consider These 6 Points.

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 >

Has COVID Killed Renewables? Consider These 6 Points.2021-11-15T17:07:20-05:00

PPP Legislative Update: Terms Offer More Flexibility

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 >

PPP Legislative Update: Terms Offer More Flexibility2021-11-15T17:07:53-05:00

Recession (or worse): What we can do to fight back

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 >

Recession (or worse): What we can do to fight back2020-12-08T15:13:25-05:00

Planning our Future

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 >

Planning our Future2022-06-22T15:07:25-04:00

Time for Private Investors to Suit-up

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 >

Time for Private Investors to Suit-up2020-12-08T15:17:16-05:00

What does it mean for longer-term investors?

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 >

What does it mean for longer-term investors?2023-06-05T16:07:10-04:00

$2 Trillion CARES Act Stimulus: Easier Said than Done

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 >

$2 Trillion CARES Act Stimulus: Easier Said than Done2020-12-17T14:15:34-05:00

CARES Act Summary

  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 >

CARES Act Summary2022-01-19T11:45:56-05:00
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