About Us

Investment Banking Services

Tobin & Company Investment Banking Group LLC provides a range of investment banking services tailored to the needs of small and middle market businesses, their investors and their executives. We are dedicated to providing successful solutions in each of our engagements, effectively assessing market conditions and imparting our knowledge of strategy, innovative business models and accepted practices to maximize our client’s return.

 

Individual and Corporate Strategic Objectives

Each engagement is unique. We focus on understanding our client’s individual and corporate objectives, while working to develop innovative exit and financing strategies that maximize the valuation of their business. We provide the same level of professionalism as bulge bracket investment banks, but with fees structured for small and middle market clients.

Licensed Broker-Dealer

Our wholly owned subsidiary, Tobin & Company Securities LLC, is a licensed broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. When you work with us, you work with licensed professionals and a licensed organization, all meeting the requirements of federal and state securities laws.

 

Why choose Tobin & Company?

We have earned a reputation for precise execution that drives results that are in the best interest of our client. We listen to our client and stay on task. We know that this sounds tired and trite, but we mean it when we say it: Our client always comes first. We value the judgment of our clients and we respect our client’s perspective and values. From initial evaluation through to completion, TOBIN is your trusted partner on all aspects of the engagement, ensuring critical issues are resolved and increasing the likelihood of a successful result.

JUSTINE E. TOBIN

Founder and Managing Partner
Tobin & Company Investment Banking Group LLC

Justine Tobin offers clients over three decades of experience in mergers and acquisitions and corporate finance and has led Tobin & Company since its founding. With extensive financial, analytical and deal making experience within bulge-bracket Firms on Wall Street and one of the country’s largest banks, Justine provides advice, guidance and success to clients in planning and executing their financial strategies.

She is the founder and sole proprietor of Tobin & Company Investment Banking Group. She is also the founder and sole owner, through the parent company, of Tobin & Company Securities LLC, a broker dealer licensed by FINRA.

Prior to founding Tobin & Company in February of 2001, Justine served clients at the premier investment banking firms of Goldman, Sachs & Company, Salomon Brothers Inc and Bank of America. Justine also led teams as a Managing Director at a boutique investment banking firm.

Justine has advised many Fortune 1000 companies on every aspect of their corporate financing and strategic activity. Highlights of Justine’s career include co-founding the High Yield Finance Group at Bank of America and serving as an instrumental member of the Mergers and Acquisitions Department of Salomon Brothers Inc. During her time at Salomon, Justine guided clients through a complex acquisition strategy of the nationalized telephone system of Venezuela, executed several initial public offerings and secondary equity offerings and completed financings in the high grade, high yield, bank-financing and convertible-debt markets. At Goldman, Sachs & Company, Justine was a member of the Credit Department, which has evolved into the most respected risk management group on Wall Street.

Justine earned her MBA in Finance from Columbia Business School in New York City. She also earned her BBA with a double major in Finance and International Business, along with a minor in French, from the University of Texas at Austin. She holds the Series 28, 24, 7, 79, 63, 99 and 14 securities license designations from FINRA. Justine serves as the Executive Representative, the Chief Financial Officer and the Chief Compliance Officer of Tobin & Company Securities LLC.

Justine serves on the advisory boards of mobilads and of First Citizens Bank’s Charlotte market. Justine is also an active volunteer and advocate, serving as co-founder, committee chair and board member of numerous non-profit organizations. Justine is an avid participant in the sharing economy and her passions include mentoring dozens of young professionals, genealogy and yoga. She is married to Charlotte architect, David Tobin; they are both the parents of three adult children who have careers in healthcare media, financial services and the sciences.

Staff

Judi House

Judi serves as Justine’s business assistant and one of the Firm’s compliance officers. She is a native of Lakewood, California and a graduate of California State University at Long Beach. She earned a B.S. in Finance in May of 1994 and earned an M.B.A in Finance from Strayer University in September of 2018. Judi holds the General Securities Representative (S7) license with FINRA and has twenty five years of experience working in financial services. Prior to joining Tobin & Company, Judi worked at LPL Financial in Asset Management Operations as well as UVEST Financial Services.

judi@tobinandco.com

Jayne Farrington

Jayne serves as a financial officer for the Firm. She graduated from Thomas College in Waterville, Maine and Gordon Conwell Theological Seminary in Boston, Massachusetts. Prior to joining Tobin & Company, Jayne worked at Coca-Cola, Delta Air Lines and Bank of America. She has a vast knowledge of financial analysis and excels in management settings.

Jon Tobin

Jon serves as an Associate at the Firm. He is a graduate from North Carolina State University where he earned a BS in Accounting. Prior to joining Tobin & Company, Jon worked in the financial services industry, most recently for Dimensional Fund Advisors. In this role, Jon managed client relationships and provided consultation and support on a range of investment products and services. Before Dimensional Fund Advisors, Jon was a Financial Planning Consultant at Raymond James where he facilitated portfolio development through due diligence of hundreds of companies, funds and other equity and fixed income products. Jon holds both his Series 7 and 66 licenses with FINRA. In his spare time, Jon enjoys skiing, hiking and traveling.

jon@tobinandco.com

Song Pantaléon

Song serves as an analyst for the firm. She is originally from Paris, France where she earned a M.A. in Corporate Finance at Business School Léonard de Vinci in 2017. Song completed her curriculum with additional MSc. in Accounting and Management from Umeå University in Sweden. Prior to joining Tobin & Company, Song was an M&A consultant in Belgium. In her spare time, Song enjoys hiking and giving some of her time assisting adults willing to advance their education.

song@tobinandco.com

Patrick Szczypinski

Patrick serves as an analyst for the firm. He is originally from Chapel Hill, North Carolina and attended the University of North Carolina at Charlotte where he was a four-year student athlete on the baseball team. He graduated in May of 2021 with a degree in Finance and minor in Economics. In his spare time, Patrick enjoys playing sports, fitness, and volunteering to help coach youth baseball.

patrick@tobinandco.com

Cody Overcash

Cody serves as an analyst for the firm. He is originally from Statesville, NC and earned a BSc in Business from the University of North Carolina Wilmington in 2018. Cody completed his curriculum with an MBA in International Finance and Investments from the University of North Carolina Wilmington, as well as an MBA in International Business Management from the Universitat de València in 2019. In his spare time, Cody enjoys playing sports, particularly soccer and golf, and traveling.

cody@tobinandco.com

Why contact Tobin & Company?

Most websites deploy “contact us” and then companies are disappointed when no one does.
Contact Tobin & Company and here’s what you get – we’ll listen. And we will give you our opinion about whether our services might be a good fit for your needs.

Our goal is to get you what you need, when you need it. If there’s a fit – great. If not, we’ve each got a new friend. We don’t want to waste our time any more than you want to waste yours.

So if you need more information – what experience we have, how we’ve handled similar situations in the past, or even pricing information – just call or reply to our “contact us.” You’ll get a response from Justine Tobin, likely within 24 hours.

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