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About

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

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.

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.

Resources

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

Software & Technology

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

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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