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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.

Resources

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

How Much is Your Business Worth Today?

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If you don’t know, it’s a good idea to find out. Because navigating business is like navigating geography  you can’t get where you want to go if you don’t know where you are! The process for conducting a business valuation depends in large part on what kind of company is being valued. Companies that issue […]

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

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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 & […]

Celebrating TOBIN’s 20th Anniversary

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Super Surprised! That’s how I felt last week when I looked at my calendar and realized that February 17, 2021 is the 20th Anniversary of Tobin & Company. When I think back on the 20 years TOBIN has been around, I must admit that while it has been challenging at times, I cherish each past […]

Three Ways to Beat Pandemic Fatigue

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We are ALL adapting, coping and rising to the challenges of our current chaotic work environment. After nine (NINE!!) months of this, we at TOBIN continue to innovate, adapt and solve new problems. We received enthusiastic feedback from our last round of helpful ideas for working in 2020, so we thought we’d continue by sharing […]

Compliance with Confidence

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Ever wonder who helps a company or fund maintain integrity and credibility when selling private securities? The answer is a managing broker-dealer like Tobin & Company Securities LLC. When a company issues a security offering without the assistance of a licensed finder, TOBIN can help ensure regulatory compliance with the myriad of our country’s securities laws […]

Turning COVID Challenges into Innovation

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As businesspeople we inherently like to go places, meet people, create wealth and . . . be in control. But how do we deal with this new level of out-of-control?   At Tobin & Company, we’re making adjustments that may be helpful to you.   Cyber-Time With everyone working from home, Zoom has been our […]

Ever Hear Someone Say This?

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At Tobin & Company, business IS personal.   That means your assignment is as important to us as it is to you. Consider our Registered Representatives Program. Registered reps must adhere to a maze of FINRA procedures and requirements. Reps hire Tobin & Company to be a Compliance Officer – to keep them out of […]

Lull? Keep Biz Moving. Check Out www.tobinandco.com

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Tobin & Company is a boutique investment banking firm located in Charlotte with years of Wall Street and independent experience.   Click on our specialties – Software & Technology , Financial Services , Consumer , Healthcare , Business Services and Industrial Services – to see how we’ve helped board members, CEOs, attorneys and other professionals just like you. When the time is right, we’d like to show […]

Not a Good Time for a Cruise, Unless You’re Cruising Our New Website!

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Click on our specialties – Software & Technology , Financial Services , Consumer , Healthcare , Business Services and Industrial Services – to see our Tombstones and learn how we’ve helped board members, CEOs, attorneys . . . people just like you.   We’re a boutique investment banking firm located in Charlotte with years of Wall Street and independent experience. When the time is right, we’d like […]

Social Seclusion Sucks. Our New Website Doesn’t. Check it out.

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Or peruse our specialties Software & Technology , Financial Services , Consumer , Healthcare , Business Services and Industrial Services . No doubt our proof-of-performance case histories will also interest you. We are a boutique investment banking firm with years of Wall Street experience €“ located in Charlotte. When the time is right, we’d like to show you what we can do for you, your board […]

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