Industry Trends
Mosaic Distributors (“Chella”) Interview

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 countries...

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Carofin Closes $2.5MM in Southeast Blueberry Farm Transaction

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 financing accomplished three objectives. The financing...

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A Generalist’s Approach to Navigating the Private Investment  Landscape

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 hundreds of other small but necessary tasks. Investing in private markets,...

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Another Successful Closing — Corrosion Innovations, LLC

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 the USS...

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How Coal Mining’s Challenges Are An Indicator Of US Manufacturing Woes

How Coal Mining’s Challenges Are An Indicator Of US Manufacturing Woes

Or, as Bruce Roberts titled it, "Our Coal Mine Is the Canary." I’m a career investment banker who now also owns and operates several Appalachian coal mines. This isn’t a piece defending coal – though you might find it surprising, if not more than a little ironic, to know that you can’t make a solar panel, or an electric vehicle, without metallurgical-grade coal, like ours. While canaries aren’t...

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

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 leading supplier of expendable and consumable...

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Carofin’s Year To Remember

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 Consumer Products,...

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In the interest of accessibility, here are some terms that any investor should be familiary with.