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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.

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.

Resources

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

Valuation & Strategic Advisory

Financial Valuations and Fairness Opinions

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. Our experience spans from working with privately held companies to public corporations. We help clients determine which valuation service best meets their needs and deliver thorough a professional report.

Financial Model and Calculations

Each valuation engagement utilizes TOBIN’s sophisticated financial models. We use a variety of widely accepted valuation approaches in our analysis, incorporating the latest in techniques while noting required trends.

Valuation Reports

Tobin & Company provides comprehensive, narrative reports incorporating both financial analyses and qualitative points. The reports provide a logical progression clearly communicating pertinent information, valuation methods and conclusions. Our thorough conclusions detail all material factors relevant to the opinion. This engagement is appropriate when a client desires a professional, independent estimate of business value but does not require a formal opinion.

TOBIN Tutorials

What is a 409A Valuation?

For a variety of reasons, business owners need to obtain a valuation of their company’s

Most asset values are rising . . . what about your business?

How much is your business worth today? If you don’t know, it’s a good idea

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.

Securities offered through Tobin & Company Securities LLC | Member FINRA/SIPC | Business Continuity

Check us out at FINRA’s BrokerCheck

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.

About

Our People

Tobin-at-a-glance

Services

Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions