In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.
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.
In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.
TOBIN started as a firm focused solely on the software and technology industries. While our practice and experience has diversified into other industries at the request of our clients, we still emphasize this exciting and dynamic space. The Firm tends to specialize in serving smaller software companies that have transitioned from client server to Software As A Service (SaaS), as well as companies that meet unique and focused needs of specialized customers. Our technology clients themselves serve many industries, including the construction, telecommunications and hospitals.
Our clients tend to be founder-owned and operated, sometimes with investors who support the company at a minority ownership level. To serve them, we have extensive relationships throughout the middle-market financial-sponsor community and communicate frequently with the buyers and investors who are most committed to the space. We also have broad knowledge of the corporate buyers in the industry and their specific acquisition and corporate development initiatives.
Annual 409A Valuation
Aceyus, Inc.
Fairness Opinion
Adaptivity, Inc.
Exclusive Sell-Side Advisory
Airimba Wireless, Inc. D/B/A Windchannel Communications, Inc. Merged with Airewire
Mergers & Acquisitions
Exclusive Financial Advisory
Ambassador, Inc.
Private Placements Advisory
AT-NET Services, Inc.
Strategic Advisory
AYM Technologies, LLC
Exclusive Financial Advisory
BreakFront, Inc. Acquisition of Companion Cabinet Software, LLC
Exclusive Financial Advisory
BroadSource, Inc.
Fairness Opinion
Cox Technologies, Inc.
Exclusive Sell-Side Advisory
DealerTrack acquisition of DealerWire
Exclusive Sell-Side Advisory
Decision Support
409A Valuation
Entrinsik, Inc.
Exclusive Financial Advisory
Exervio
Exclusive Financial Advisory
Acquisition of GreenWizard, Inc. assets by Underwriters Laboratory
Exclusive Sell-Side Advisory
SE Capital Acquisition of Instantel Inc.
Exclusive Buy-Side Advisory
Knightsbridge
Valuation Advisory
Micro D Inc.
Valuation & Strategic Advisory
MobileSmith Health
Mergers & Acquisitions
Exclusive Financial Advisory
Acquisition of Montclair Financial by NETIK
Exclusive Sell-Side Advisory
Acquisition of Nexus Consulting Group LLC by Project Leadership
Mergers & Acquisitions Private Capital Advisory
Nutech Solutions, Inc.
Exclusive Sell-Side Advisory
Acquisition of Princeton Softech, Inc.
Exclusive Financial Advisory
Quaero Corporation
Fairness Opinion
Relativity Technologies, Inc.
Mergers & Acquisitions
Exclusive Financial Advisory
Seertech Corporation
Valuation Advisory
Smarter Systems, LLC
Sell-Side Advisory
Tauxbe Data
Buy-Side Advisory
VeriTest, A Business of Lionbridge
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.
© 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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