* indicates required

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.

Live Venue Recovery Fund, LLC

Tobin & Company Securities LLC (TOBIN), often lovingly referred to as “Tobin and Co,” served as the Managing Broker-Dealer for the innovative Live Venue Recovery Fund, LLC, an initiative launched by Grubb Properties. This fund was established as a response to the severe impacts of the COVID-19 pandemic on the live music industry, particularly independent […]

Encore on the Green, LLC

Tobin & Company Securities LLC (TOBIN), led by Justine Tobin, has proudly served as the Managing Broker-Dealer (MBD) for the fifth consecutive offering with Roberts Properties, showcasing a longstanding and successful partnership. This collaboration, marked by exemplary service, responsiveness, and meticulous attention to detail, culminated in the latest project, Encore on the Green, LLC. This […]

Encore MezzCo, LLC (Second Tranche)

Tobin & Company Securities LLC (TOBIN), in its esteemed role as the Managing Broker-Dealer, proudly oversees the ongoing offering of Encore MezzCo, LLC, aimed at raising $15,000,000. This significant endeavor represents the second tranche of securities issued by the firm, featuring Unsecured Convertible Promissory Notes set to mature on December 21, 2024. The proceeds from […]

Encore MezzCo, LLC

Tobin & Company Securities LLC (TOBIN), under the leadership of Justine Tobin, has once again demonstrated its proficiency in managing complex financial undertakings as the Managing Broker-Dealer for Encore MezzCo, LLC. This partnership marked the initiation of a prestigious collaboration with CaliberCos Inc, a NASDAQ-listed entity recognized under the ticker CWD. The initial tranche of […]

Caliber Tax Advantaged Opportunity Zone Fund, LLC

Tobin & Company Securities LLC, as the Managing Broker-Dealer, spearheaded the $250,000,000 equity offering for Caliber Tax Advantaged Opportunity Zone Fund, LLC, exemplifying our commitment to meticulous oversight and investor protection. Our initial engagement involved comprehensive due diligence, ensuring that every investment met our stringent criteria for investor benefit. We meticulously reviewed and refined the […]

Caliber Tax Advantaged Opportunity Zone Fund II, LLC

In the realm of sophisticated investment opportunities, Tobin & Company Securities, LLC (TOBIN) assumed a pivotal role as a Selling Group Member in the offering of Caliber Tax Advantaged Opportunity Zone Fund II, LLC. This distinctive position tasked us with the stewardship of retail investors—individuals, each with unique financial landscapes and aspirations, distinct from institutional […]

Roberts Capital Partners, LLC

Tobin & Company Securities LLC served as the managing broker-dealer for Roberts Properties Innovation Lofts and Indigo Hotel, LLC, ensuring compliance with securities laws and requirements and providing a safe harbor throughout the capital raising process. Our team conducted due diligence to confirm the offering documents and to establish suitability of the offering. Tobin & Company also […]

Southridge Mezzco, LLC

Tobin & Company Securities LLC (TOBIN), a distinguished woman-owned broker-dealer, once again showcased its expert managing broker-dealer capabilities in overseeing the Southridge MezzCo, LLC offering. Partnering with its client, CaliberCos Inc, a NASDAQ-listed entity under ticker CWD, TOBIN successfully supported a $4,810,000 best-efforts raise, with a meticulously monitored contingency minimum of $2,935,000, demonstrating an exceptional […]

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from Tobin & Company.

* indicates required

Download Our In-Depth Guide on Due Diligence