Carolina Financial Group (CFG), headquartered in Brevard, North Carolina, is an investment banking firm specializing in raising private capital and providing a range of financial advisory services. Founded in 1995, CFG focuses on sectors such as mergers and acquisitions, security brokerage, corporate restructuring, divestitures, strategic alliances, and transaction financing. The firm typically engages in Series A and debt financing rounds, with investments ranging from $1 million to $3 million.
Notable portfolio companies include Design Trade Service, InfoTouch, SnippetSentry, and txtsmarter. CFG's key partners bring extensive experience from various financial sectors, enhancing their advisory capabilities. The firm offers unique value-add services such as strategic consulting, advisory, and valuation services, ensuring comprehensive support for their portfolio companies. Their recent collaboration with Blu Miles to finance the acquisition of an Airbus A330 aircraft for teardown and parts resale exemplifies their innovative investment approach.
Carolina Financial Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages
Stage Mix
Carofin: Corporate finance and business consulting services
Concentration shown as share of disclosed investments by stage.
Capital Funding Group
capfundinc.com
CFG Bank
thecfgbank.com
Radcliff Group
radcliff-group.com
Corporate Finance Associates Worldwide
cfaw.com
Carousel Capital
Stearns Financial Group
Network 1 Financial Securities
network1.com
Caron Capital
caroncapital.com
Bank of the Carolinas
CFV Ventures
fintechvc.us
Carolinas Fintech Ventures
Corporate Fuel
corporatefuel.com
Piedmont Capital Partners
TCG
tcg-financial.com
Canaccord Genuity Group
