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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

Healthcare Services and Products

The healthcare industry has finally boarded the train of software and technology implementation which has led the Firm to recently take on a number of healthcare services and products companies as our clients. While we serve physician practices and medical device developers, we also serve technology companies who “have an app for that” in the healthcare industry.

Valuation Advisory

AccessOne Medcard, Inc.

Fair Market Value Analysis

Benchmark Urgent & Family Care

Fair Market Value Analysis

Kalhealth, LLC

Private Placement Offering
$1,500,000

Medical Investments Solutions LLLP

Valuation Advisory

Paragon 28, Inc.

Valuation Advisory

Physicians Choice Laboratory Services, LLC

Valuation Advisory

PMG Research, Inc.

Strategic Advisory

Quantum Clinical Navigation System

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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