Financial Services

Tobin & Company supports and services financial services companies who deploy unique products and services to meet unfilled needs in the marketplace. As the financial services industry rapidly evolves and changes, both new companies and mature clients alike seek out TOBIN to help them meet their strategic objectives.

The financial services industry has become more and more reliant on evolving digital technologies and the Firm understands those drivers extremely well because of its history and experience in software and technology. We know lots of buyers and investors who are eager to build their portfolios in the financial services arena and we love keeping them happy.

Exclusive Buy-Side Advisory

CASS Information Systems, Inc.

Fairness Opinion

Acquisition of outstanding shares of Kewaunee Labway Asia PTE, LTD by Kewaunee Scientific Corporation

Fairness Opinion for the Employee Stock Ownership Plan

United Mortgage & Loan Investment Corporation

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.

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

Check us out at FINRA’s BrokerCheck

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.

Contact Us

Do you have brokers who need to be supervised but your Managing Broker Dealer won’t do it? Ask us about our Soliciting Broker Dealer Services. We will happily work with your MBD.

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About

Our People

Where to find us

Tobin-at-a-glance

Services

Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions

Valuation & Strategic Advisory

Chaperoning International Broker-Dealers

Industries

Software & Technology

Business Services

Industrial Products and Services

Healthcare Services and Products

Consumer Services and Products