CaliberCos Inc. – Series AA Cumulative Redeemable Preferred Stock
Caliber Series AA Cumulative Redeemable Preferred Stock is a public, SEC-qualified Regulation A+ offering issued by CaliberCos Inc. and designed to provide investors with access to a fixed-income-oriented security backed by Caliber’s operating platform. The offering was structured as a non-traded preferred equity security, eligible for investment by both accredited and non-accredited investors, and distributed […]
United Mortgage & Loan Investment Corporation
TOBIN delivered a Fairness Opinion for the benefit of the Employee Stock Ownership Plan in a highly complex transfer of subsidiaries and various forms of consideration within this financial services company, United Mortgage & Loan Investment Company. Tobin & Company conducted an extensive technical valuation analysis of the underlying subsidiaries value and the related forms […]
Kewaunee Scientific Corporation
Tobin & Company Investment Banking Group LLC acted as financial advisor to Kewaunee Scientific Corporation at the referral of Bank of America Merrill Lynch. Tobin & Company developed an assessment and report of the fair market value of the stake not owned by the parent company in order to create a basis for negotiating the […]
CASS Information Systems, Inc.
Tobin & Company Investment Banking Group acted as strategic merger and acquisition advisor to Cass Information Systems, Inc. in its search for acquisition candidates in the outsourced financial exchange, business intelligence and data processing services spaces. Cass is one of the largest, most reliable and flexible processing services Firms, specializing in payments and data. Tobin […]