Home

Overview

 

Carolina Financial Group ("CFG") founded in 1997 is a financial services company whose primary business is investment banking (through subsidiary Carolina Financial Securities, LLC).  CFS also acts as a manager of affiliated operating businesses including:  Rehabilitation Support Services, LLC and Cre8-3d Films, LLC, the Executive Producer of The Magistical. 

 

About Carolina Financial Securities, LLC

Carolina Financial Securities, LLC (CFS) is an investment banking firm that specializes in raising private capital and providing financial advisory services.   CFS offers its corporate clients a gateway to professionally managed funding and access to strategic alternatives, including mergers and acquisitions.  Our investment bankers have, on average, over 15 years of corporate finance experience at leading financial institutions.  The firm has successfully executed over $325 million in private transactions since 1997.  CFS is a FINRA-registered Broker-Dealer (the former NASD). To visit the FINRA website—click here.

 

Major commercial banks have acquired most of the investment banks that had traditionally served medium-sized companies and have redirected their acquired firms to pursue larger transactions.  As a result, it is increasingly difficult for smaller companies to attain the support of experienced investment banking professionals.  Many companies possess the vision and operating expertise for success, but lack access to capital and strategic options necessary to pursue these opportunities.  CFS is positioned to meet these needs.

 

CFS’s clients benefit from the firm's unique ability to understand management's objectives, develop a tailored solution, approach our proprietary universe of investors, and effectively execute the transaction.  Typical transactions include: raising growth capital to expand an existing business, mergers and acquisitions, recapitalizations, and management buyouts.

 

CFS offers its clients creative ideas, rigorous analysis, sound advice, and custom solutions.  Carolina Financial Securities seeks to collaborate with outstanding companies to pursue transactions with speed, precision and an absolute commitment to success.