Carolina Financial Securities, LLC
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.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Surratt Beauty | - | Debt | Co-investor |
| SnippetSentry | Sep 2023 | Series A Extension | Lead |
Key People
Bruce B. Smith
VP - Investor Development
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Carolina Financial Securities, LLC based?
Carolina Financial Securities, LLC is headquartered in Brevard, North Carolina, United States.
When was Carolina Financial Securities, LLC founded?
Carolina Financial Securities, LLC was founded in 1996.
How many portfolio companies does Carolina Financial Securities, LLC have?
Carolina Financial Securities, LLC has 2 portfolio companies in Caplight's dataset.
What are some companies in Carolina Financial Securities, LLC's portfolio?
Portfolio companies visible on Caplight include Surratt Beauty, SnippetSentry.
What was Carolina Financial Securities, LLC's most recent investment shown here?
Carolina Financial Securities, LLC's most recent investment in this portfolio sample was in SnippetSentry in 2023.
What sectors does Carolina Financial Securities, LLC focus on?
Carolina Financial Securities, LLC focuses on Consumer & Commerce, Cybersecurity, FinTech.
What company stages does Carolina Financial Securities, LLC focus on?
Carolina Financial Securities, LLC typically invests at the Early stage.