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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

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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

Real Estate

Our focus in the real estate industry centers around our managing broker-dealer service offerings. We help our clients raise capital to fund their development and acquisition activities, whether for newly constructed multifamily complexes serving growing suburban communities or acquisition of office buildings to be transformed into multi-use residential and work centers that reduce the need for parking lots and automobiles. We lead and oversee our clients’ regulatory and compliance practices, assisting them in ensuring that their offerings are suitable for their investors and that they meet the terms of financial regulations and laws.

Private Placement Offering
$100,000,000

2019 Grubb Qualified Opportunity Fund, LLC

Private Placement Offering
$58,600,000

2020 Grubb Qualified Opportunity Fund, LLC

Private Placement Offering
$141,743,091.94

2021 Grubb Qualified Opportunity Fund, LLC

Private Placement Offering
$3,996,000

Avistone Tulsa, LLC

Private Placement Offering
$6,500,000

Bradley Park Apartments, LLC

Private Placement Offering
$10,000,000

Brookside Heights Apartments, LLC

Private Placement Offering
$100,000,000

Caliber Diversified Opportunity Fund II LP

Private Placement Offering
$100,000,000

Caliber Fixed Income Fund III LP

Private Placement Offering
$250,000,000

Caliber Opportunistic Growth Fund, LLC

Private Placement Offering
$12,000,000

Caliber Pima Center Fundco, LLC

Private Placement Offering
$250,000,000

Caliber Tax Advantaged Opportunity Zone Fund, LLC

Private Placement Offering
$250,000,000

Caliber Tax Advantaged Opportunity Zone Fund II, LLC

Private Placement Offering
$22,000,000

Canyon FundCo, LLC

Private Placement Offering
$9,000,000

Commons FundCo, LLC

Private Placement Offering
$8,500,000

Encore MezzCo, LLC

Private Placement Offering
$15,000,000

Encore MezzCo, LLC (Second Tranche)

Private Placement Offering
$5,500,000

Encore on the Green, LLC

Private Placement Offering
$18,000,000

Glen Lennox, LLC

Private Placement Offering
$150,000,000

Glen Lennox, LLC

Private Placement Offering
$40,000,000

Grubb Fitzsimons Side-Car QOF, LLC

Private Placement Offering
$400,000,000

Grubb Real Estate Fund VII, LLC

Private Placement Offering
$14,031,000

Grubb Real Estate Investment Company

Private Placement Offering
$15,000,000

Grubb Real Estate Investment Company, LLC

Private Placement Offering
$100,000,000

Grubb Southeast Real Estate Fund IV, LLC

Private Placement Offering
$20,000,000

Grubb Southeast Real Estate Fund V, LLC

Private Placement Offering
$100,000,000

Grubb Southeast Real Estate Fund VI, LLC

Private Placement Offering
$30,000,000

Grubb Southeast Value-Add Apartment Fund, LLC

Private Placement Offering
$1,450,120

Grubb Unit Offering

Private Placement Offering
$21,300,000

Innovation Lofts and Indigo Hotel, LLC

Private Placement Offering
$50,000,000

Link Apartments 8 Carlisle

Private Placement Offering
$30,000,000

Live Venue
Recovery Fund, LLC

Private Placement Offering
$1,375,000

Park Charlotte, LLC

Private Placement Offering
$5,600,000

SouthPointe Mezzco, LLC

Private Placement Offering
$4,810,000

Southridge Mezzco, LLC

Private Placement Offering
$10,725,000

Tapestry Park Apartments, LLC

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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