TOBIN Experience

Managing Broker-Dealer Operations

Tobin & Company’s 39 years of comprehensive investment banking experience is gleaned from our active engagement on Wall Street with Goldman Sachs, Salomon Brothers and Bank of America, and from our 24 years serving the financial middle-market in the United States from Charlotte, one of the leading financial capitals in the country.

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 Placements Advisory

AT-NET Services, Inc.

Private Placement Offering
$4,508,000

Avistone Tulsa, LLC

Private Placement Offering
$6,500,000

Boardwalk MezzCo, LLC

Private Placement Offering
$6,500,000

Bradley Park Apartments, LLC

Private Placement Offering
$10,000,000

Brookside Heights Apartments, LLC

Private Placement Offering
$50,500,000

Caliber Core+ Growth

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
$50,000,000

Caliber Hospitality Trust, Inc.

Private Placement Offering
$12,000,000

Caliber Lorca, FundCo, LLC.

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
$150,000,000

FCP Glen Lennox, LLC

Private Placement Offering
$18,000,000

Glen Lennox, LLC

Private Placement Offering
$150,000,000

Glen Lennox, LLC

Private Placement Offering
$28,500,000

Glen Lennox Phase One, 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
$1,500,000

Medical Investments Solutions LLLP

Private Placement Offering
$1,375,000

Park Charlotte, LLC

Private Placement Offering
$22,000,000

Pickleball at Riverwalk Fund, LLC.

Private Placement Offering
$22,000,000

Pickleball at Riverwalk Opportunity Zone Fund, LLC

Private Placement Offering
$34,000,000

Riverwalk Developments FundCos 1, 2, 3, 4, and 5

Private Placement Offering
$10,250,000

Riverwalk Land MezzCo, LLC

Private Placement Advisory

Raggs, LLC

Private Placement Offering
$5,600,000

SouthPointe Mezzco, LLC

Private Placement Offering
$4,810,000

Southridge Mezzco, LLC

Private Placement Offering
$17,200,000

SP 10 Preferred Equity, LLC

Private Placement Offering
$10,725,000

Tapestry Park Apartments, LLC

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