Carolina Financial Group

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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Bruce Roberts

Founder and CEO and President

4 past transactions

Craftom

Debt Financing in 2024
Craftom is a B2B buying platform designed for mid-sized and enterprise companies. It offers a diverse range of products, secure delivery options, streamlined purchasing processes, and customized procurement services.

SnippetSentry

Series A in 2023
SnippetSentry provides a communications surveillance platform that captures, archives, and synchronizes data from text messaging and social media using native SMS apps, consolidating it into secure platforms. The service targets regulated industries, helping organizations meet regulatory requirements, guard against data spoliation, and reduce the risk of compliance violations or leakage of communications. By enabling real-time collection and preservation of otherwise inaccessible messages, SnippetSentry supports audit readiness and incident response across highly regulated environments.

Txtsmarter

Series A in 2022
Txtsmarter is a SaaS solution to secure, capture, populate, search, and audit mobile messages that leverage native text applications and integrate data to enterprise platforms such as Salesforce and Outlook. Txtsmarter enables information security and compliance teams to proactively tackle their most pressing problems - governance, risk, and compliance.

Txtsmarter

Series A in 2022
Txtsmarter is a SaaS solution to secure, capture, populate, search, and audit mobile messages that leverage native text applications and integrate data to enterprise platforms such as Salesforce and Outlook. Txtsmarter enables information security and compliance teams to proactively tackle their most pressing problems - governance, risk, and compliance.
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