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About

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

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Our People

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Tobin-at-a-glance

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.
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Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions

Valuation & Strategic Advisory

Chaperoning International Broker-Dealers

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.
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Software & Technology

Business Services

Industrial Products and Services

Healthcare Services and Products

Consumer Services and Products

Financial Services

Real Estate

Experience

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.

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Resources

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

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TOBIN Tutorials

Newsletters

Investment Banking Analyst Program

News Releases

Publications

Services

Tobin & Company offers a broad array of investment banking services to meet every client need.

Services for any Challenge

Managing
Broker-Dealer
Operations

Registered Representatives
Program

Mergers & Acquisitions

Valuation
& Strategic
Advisory

Chaperoning International Broker-Dealer

Mergers & Acquisitions

Our M&A experience and expertise allows the owners and executives of small and middle-market companies to achieve their financial and business objectives from the sale of their company.

Valuation & Strategic Advisory

Boards of directors, business owners, professional advisors, clients and even competitors have lauded Tobin & Company for the Firm’s expertise in business valuations and fairness opinions. 

Managing Broker-Dealer Operations

Tobin & Company Securities LLC offers exacting managing broker-dealer services for your private placement offerings.

Registered Representatives Program

Tobin & Company Securities LLC offers a securities licensing platform for individuals who provide M&A and private placement services and who execute securities transactions.

Chaperoning International Broker-Dealers

With years of experience successfully managing broker-dealers in the United States, it is a natural extension for Tobin & Company to expand managing broker-dealers services internationally.

Service for any Challenge

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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© 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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Customer Relationship Summary (Form CRS)

Tobin & Company Investment Banking Group LLC provides a range of investment banking services to the lower middle market. Tobin & Company prides itself on offering a refreshing approach to investment banking with our collegial atmosphere that allows us to connect on a personal level with business owners, entrepreneurs and their investors.

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