Bruce Roberts

President/CEO at Carolina Financial Group LLC

Bruce Roberts is the CEO and founder of Carofin, LLC, an investment bank specializing in raising capital for small to medium-sized businesses.1 2 Here are some key details about Bruce Roberts:

Professional Background

Bruce has over 35 years of experience as an entrepreneur and investment banker, focusing on corporate finance.1
He founded Carolina Financial Group (now doing business as Carofin) in 1995.1
Prior to his finance career, Bruce served in the United States Navy as a Navy SEAL.1 2
He began his investment banking career at The First Boston Corporation in New York City after leaving the military.1

Carofin Leadership

As CEO of Carofin, Bruce leads the company in facilitating direct private investments by family offices and high net worth individuals into small and medium U.S. businesses.1 3
Under his leadership, Carofin has completed over $1.3 billion in equity and debt private placements for more than 100 venture and growth companies.1
He founded Carofin's predecessor, Carolina Financial Group, after moving to Brevard, NC with his family.2

Education and Skills

Bruce graduated from Duke University with a degree in civil engineering.1
His experience spans various industries, allowing him to coordinate deals across multiple sectors.2

Leadership Philosophy

Bruce emphasizes persistence and a high pain threshold as crucial leadership qualities. He believes in making himself "obsolete" by matching employees' strengths to critical roles within the company.2 His goal is to facilitate outsized investment returns while providing vital capital to help young enterprises grow, innovate, and succeed.2