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Your Clients
Depend on You…
Like Our Clients
Depend on Us.

Your Clients
Depend on You…

Like Our Clients
Depend on Us.

TObin Attorney

It’s much more than a transactional relationship. It’s advice, counsel, knowledge and integrity. You are a resource for your clients. When they call, you respond with a solution. We understand that kind of relationship because it’s how our business works too.

We’d like to be one of your go-to options when your clients need proven, successful, knowledgeable investment banking. For 21 years, plus 15 more on Wall Street, we’ve guided your clients through mergers & acquisitions, raised funds through private placements, established defensible business valuations through strategic advisory, served as managing broker-dealers for issuers and managed FINRA-licensed registered reps as they sell private securities.

We treat your clients the way you treat them, just with a different knowledgebase and skillset. We’d like to help you help your clients. Please take a minute to review our site, services, industry sectors and experience. And if you’d like, I’ll be glad to speak with you about what we do and how we can help you.

Warm regards,

Justine Signature

Justine Tobin, CEO, Tobin & Company

What Attorneys Say About TOBIN

(We strictly protect the privacy of our clients, and those who make referrals to us, so while the comments below are real, we have not included their names out of respect for their privacy.)

Registered Representatives

“We will continue to refer registered reps to you. You know your stuff and make the process efficient for them.” Michigan

Valuation & Strategic Advisory

“The work was timely, well-supported and well-documented. It made me want to get Justine involved in other matters.” North Carolina

Managing Broker-Dealer Operations

“With Tobin & Company, our issuers maintain their reputation and compliance through a company that has never had any violations, fines or citations throughout the history of the Firm.” Texas

Mergers & Acquisitions

“We absolutely trust your work.” Virginia

Private Placements

“Thanks again. It worked out great and the client is really pleased. You rock.” North Carolina

Our Commitment to You

Honesty      |      Transparency      |      Professionalism      |      Fair Pricing

Your Client Will Thank You for Referring Them to TOBIN

Charlotte’s First Woman-Owned Investment Banking Group Marks 20 Years in Business

Charlotte, NC – February 17, 2021 – Twenty years ago, on February 17, 2001, seven months before 9/11, Justine Tobin started Tobin Advisors, a firm that has evolved into Tobin & Company Investment Banking Group, LLC in Charlotte. Today the firm serves a variety of clients with a broad array of investment banking services including mergers & acquisitions, private placements, valuation & strategic advisory, broker-dealer management and a registered representative program.

Services for any Challenge

M@2x

Mergers &
 Acquisitions

PP

Private
 Placements

M@2x

Valuation 
& Strategic 
Advisory

BD

Managing 
Broker-Dealer 
Operations

RRP

Registered
Representatives
Program

M@2x

Mergers &
Acquisitions

PP

Private
Placements

M@2x

Valuation
& Strategic
Advisory

BD

Managing
Broker-Dealer
Operations

RRP

Registered
Representatives
Program

Contact Us

© 2023 Tobin & Company Investment Banking Group LLC | Charlotte, North Carolina. All Rights Reserved.

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

Check us out at FINRA’s BrokerCheck

Customer Relationship Summary (Form CRS)

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