Our history begins with two financial industry veterans: Bruce Roberts (CEO of Carofin and Carolina Financial Securities—Carofin’s parent company), and Peter Milhaupt (Chairman of Carolina Financial Securities). Their paths had crossed many times, both in finance and as friends, when in 1995 they became business partners in the formation of the Carolina Financial Securities (CFS).

In the 20+ years that followed, CFS has placed over $1 billion of private debt and equity in more than 100 companies, driving sustainable economic development while creating 10,000+ new jobs. On this journey, we have established a nationwide network of deeply experienced investment banking professionals specializing in venture-stage through middle market companies with expertise spanning the diverse industries of our economy.

Carofin is the modern iteration of the practice which CFS has honed over decades. Its purpose is to leverage technology (via connectivity, data, and process) to empower our community of investors to deploy their capital far more efficiently than ever before. Through Carofin we connect our community of engaged investors with worthy companies, using technology to create vast efficiencies while further empowering the human element of our business.

As our business continues to expand, mature, and now cross generational boundaries, we are looking to the future with experience on our shoulders; and new ideas, skill sets and partners at our side.

Today, through Carofin, we enable our investor relationships to expand their investment alternatives in new ways, utilizing innovative and secure technology tools.  We invite our clients, old and new to financially support worthy companies.

Carofin Team

Bruce Roberts

Peter Milhaupt

Craig Gilmore

Ged Moody
Chief Strategist