We design alternative investment opportunities which perform as projected for investors, while meeting the financing needs of security issuers…all in an ethical, fair, innovative, professional and efficient manner.
WHO WE ARE
For private investors looking to allocate capital to alternative investments, we represent a unique approach. We're not a fund. Instead, build your own private investment portfolio of professionally designed alternative investments through our platform CFSOfferings.com with investments per transaction of $25,000 and greater.
At CFG, we offer alternative investments spanning private corporate debt and equity, project finance and real estate, each offering structured by career corporate finance professionals.
HOW WE DO IT
Through our experience we bring a tailored approach to structuring direct private investments, because no two companies or investors are exactly alike. For individuals and institutions looking to invest directly in private companies, we provide the framework to choose opportunities that complement your interests and experience as an investor.
There are considerable risks involved with private, alternative investments. We stress that investors take the time to understand the varied risks that come with alternative investment and limit investment exposure to any particular offering through diversification.
WHAT WE DO
At CFG, our craft is the art and science of corporate finance. We provide an uncommon approach to alternative investment for our diverse network of private investors.
We source growth capital for repeat, successful entrepreneurs. CFG corporate finance professionals create uncommon alternative investment options for our investors and issuer clients through the private capital markets.
WHY INVEST THROUGH CFG
Since 1995 we’ve closed over $1 billion in alternative investment offerings. These transactions have ranged from $1,000,000 to $250,000,000, with carefully structured financings for a range of industries, asset classes and company stages.
CFG combines technology platforms with career investment banking professionals and successful business operators to bring you uniquely designed alternative investments. We conduct thorough, intensive research on our issuer clients to help our investors better understand a given offering. An investment in a company is just the first step. To protect investor interests, we remain actively involved post-closure to monitor the company's performance.
Invest alongside experienced private investors. Our investor network spans from high net worth individuals, through family offices to institutional investors.
Since 1995, CFG has placed over $1 billion of private debt and equity financing for small and mid-market companies through its subsidiary, Carolina Financial Securities (CFS, a FINRA-registered broker-dealer). We have experienced the “dot.com” run-up of the late 90’s, the subsequent economic decline during the early 2000’s, and the Great Recession of 2008 - 2010.
Our extensive experience in the face of challenge underpins our commitment to private finance and the investors and issuers we represent.