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Carolina Financial Securities, LLC

Carolina Financial Securities, LLC

Brevard, North Carolinacarofin.com

Overview

Carolina Financial Securities, LLC is an investment banking and financial advisory firm that specializes in structuring and placing private debt and equity securities for small-to-medium-sized businesses.

Year Founded

1996

Portfolio Companies

2

Investments

Carolina Financial Securities, LLC investments
CompanyDateStageLead
SnippetSentrySep 2023Series A ExtensionLead
SnippetSentryDec 2022Series A ExtensionCo-investor
SnippetSentryAug 2022Series ALead
SnippetSentry-Series A ExtensionCo-investor
Surratt Beauty-DebtCo-investor

Key People

Bruce B. Smith

VP - Investor Development

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersBrevard, North Carolina
Year Founded1996

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