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About

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

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Our People

Tobin-at-a-glance

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.
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Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions

Valuation & Strategic Advisory

Chaperoning International Broker-Dealers

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.
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Software & Technology

Business Services

Industrial Products and Services

Healthcare Services and Products

Consumer Services and Products

Financial Services

Real Estate

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.

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Resources

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

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TOBIN Tutorials

Newsletters

Investment Banking Analyst Program

News Releases

Publications

Industries

Our expertise spans a broad range of products and services in a wide collection of business sectors from technology to healthcare, real estate, financial, consumer and industrial. Because Tobin & Company has a storehouse of knowledge from years of experience we’re able to immediately focus on specific client needs, without wasting time getting up to speed on business categories.

Financial Services
and Products

Tobin & Company serves financial services companies who deploy unique products and services to meet unfilled needs in the marketplace.
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Business Services
and Products

Our initial specialization in software and technology has led us to also serve the business services industry.
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Industrial Services
and Products

TOBIN serves its clients by deeply understanding these improvements in operations.
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Healthcare Services
and Products

While we serve physician practices and medical device developers, we also serve technology companies who have an app for that in the healthcare industry.
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Consumer Services
and Products

Tobin & Company has a long history in serving the retail and consumer industry, through Justine Tobin’s experience in serving these industries at Goldman Sachs, Salomon Brothers and Bank of America.
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Software & Technology
Services and Products

TOBIN started as a Firm focused solely on the software and technology industries.
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Real Estate Services

Our focus in the real estate industry centers around our managing broker-dealer service offerings.
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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.

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© 2024 Tobin & Company Investment Banking Group LLC | Charlotte, North Carolina. All Rights Reserved.

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

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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.

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