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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.

Exervio, Inc.

Mergers & Acquisitions

Exclusive Financial Advisory

March 31, 2024
edgemarketing

Tobin & Company Investment Banking Group LLC acted as the exclusive financial advisor to the founder and president of Exervio Consulting Management. TOBIN advised its client in the sale of his ownership stake to the senior management team.

Exervio is a management consulting firm that provides process improvement, business and operations analysis, and information technology services.

Exervio

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.

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Managing Broker-Dealer Operations

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