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About

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

Services

Tobin & Company specializes is a variety of investment banking services that meet the needs of our growing clientele, adapting as changes in financial regulations occur.

Industries

Beyond our knowledge and experience in investment banking, our clients appreciate that Tobin & Company has broad and deep knowledge of their specific business sectors.

Experience

Tobin & Company has 39 years of investment banking experience, including 24 years in Charlotte’s financial sector and prior engagements with top Wall Street firms.

Resources

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

TOBIN Experience

Business Services

Tobin & Company’s 39 years of comprehensive investment banking experience is gleaned from our active engagement on Wall Street with Goldman Sachs, Salomon Brothers and Bank of America, and from our 24 years serving the financial middle-market in the United States from Charlotte, one of the leading financial capitals in the country.

Private Placement Offering
$6,500,000

Boardwalk MezzCo, LLC

Private Placement Offering
$50,500,000

Caliber Core+ Growth

Private Placement Offering
$50,000,000

Caliber Hospitality Trust, Inc.

Private Placement Offering
$12,000,000

Caliber Lorca, FundCo, LLC.

Exclusive Buy-Side Advisory

CASS Information Systems, Inc.

Private Placement Offering
$150,000,000

FCP Glen Lennox, LLC

Private Placement Offering
$28,500,000

Glen Lennox Phase One, LLC

Fairness Opinion

Acquisition of outstanding shares of Kewaunee Labway Asia PTE, LTD by Kewaunee Scientific Corporation

Private Placement Offering
$22,000,000

Pickleball at Riverwalk Fund, LLC.

Private Placement Offering
$22,000,000

Pickleball at Riverwalk Opportunity Zone Fund, LLC

Private Placement Offering
$34,000,000

Riverwalk Developments FundCos 1, 2, 3, 4, and 5

Private Placement Offering
$10,250,000

Riverwalk Land MezzCo, LLC

Private Placement Offering
$17,200,000

SP 10 Preferred Equity, LLC

Securities offered through Tobin & Company Securities LLC | Member FINRA/SIPC | Business Continuity

Check us out at FINRA’s BrokerCheck

Customer Relationship Summary (Form CRS)

Tobin & Company Investment Banking Group LLC provides a range of investment banking services to the lower middle market. Tobin & Company prides itself on offering a refreshing approach to investment banking with our collegial atmosphere that allows us to connect on a personal level with business owners, entrepreneurs and their investors.

About

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Tobin-at-a-glance

Services

Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions

Valuation & Strategic Advisory

Chaperoning International Broker-Dealers

Industries

Software & Technology