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 22 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.
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.)
“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
“Thanks again. It worked out great and the client is really pleased. You rock.” North Carolina
Our Commitment to You
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.
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