CAROLINA FINANCIAL GROUP

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Carolina Financial Group (CFG) is an investment banking firm that focuses on raising private capital and providing financial advisory services. It provides mergers and acquisitions, security brokerage, corporate restructuring, divestitures, strategic alliances, transaction financing, strategic consulting, advisory, and valuation services. The firm was founded in 1995 and headquartered in Brevard, North Carolina.

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CAROLINA FINANCIAL GROUP

Social Links:

Industry:
Banking Finance Impact Investing

Founded:
1995-01-01

Status:
Closed

Contact:
828.393.0088

Email Addresses:
[email protected]

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Current Employees Featured

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Bruce Roberts
Bruce Roberts Founder & CEO & President @ Carolina Financial Group
Founder & CEO & President
1995-01-01

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Peter Milhaupt
Peter Milhaupt Chairman @ Carolina Financial Group
Chairman
2011-01-01

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Bruce B. Smith
Bruce B. Smith Managing Director @ Carolina Financial Group
Managing Director
2011-12-01

Founder


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Bruce Roberts

Investments List

Date Company Article Money raised
2022-08-24 txtsmarter Carolina Financial Group investment in Series A - txtsmarter N/A

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