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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.

TOBIN Experience

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

Valuation Advisory

AccessOne Medcard, Inc.

Annual 409A Valuation

Aceyus, Inc.

Fairness Opinion

Adaptivity, Inc.

Exclusive Sell-Side Advisory

Adventure Forest LLC

Exclusive Sell-Side Advisory

Airimba Wireless, Inc. D/B/A Windchannel Communications, Inc. Merged with Airewire

Mergers & Acquisitions
Exclusive Financial Advisory

Ambassador, Inc.

Private Placements Advisory

AT-NET Services, Inc.

Private Placement Offering
$3,996,000

Avistone Tulsa, LLC

Strategic Advisory

AYM Technologies, LLC

Fair Market Value Analysis

Benchmark Urgent & Family Care

Private Placement Offering
$6,500,000

Boardwalk MezzCo, LLC

Valuation Advisory

Boyd & Royster Funeral Services Inc.

Private Placement Offering
$6,500,000

Bradley Park Apartments, LLC

Exclusive Financial Advisory

BreakFront, Inc. Acquisition of Companion Cabinet Software, LLC

Exclusive Financial Advisory

BroadSource, Inc.

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

Exclusive Buy-Side Advisory

CASS Information Systems, Inc.

Shareholder Rights Plan Analysis

Charles & Colvard, LTD

Private Placement Offering
$9,000,000

Commons FundCo, LLC

Fairness Opinion

Cox Technologies, Inc.

Exclusive Sell-Side Advisory

DealerTrack acquisition of DealerWire

Exclusive Sell-Side Advisory

Decision Support

Exclusive Sell-Side Advisory

Design Public

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

409A Valuation

Entrinsik, Inc.

Exclusive Financial Advisory

Exervio

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

Exclusive Financial Advisory

Acquisition of GreenWizard, Inc. assets by Underwriters Laboratory

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

Exclusive Sell-Side Advisory

SE Capital Acquisition of Instantel Inc.

Fair Market Value Analysis

Kalhealth, LLC

Fairness Opinion

Acquisition of outstanding shares of Kewaunee Labway Asia PTE, LTD by Kewaunee Scientific Corporation

Exclusive Buy-Side Advisory

Knightsbridge

Private Placement Offering
$50,000,000

Link Apartments 8 Carlisle

Private Placement Offering
$30,000,000

Live Venue
Recovery Fund, LLC

Strategic Advisory

Makr, LLC

Private Placement Offering
$1,500,000

Medical Investments Solutions LLLP

Valuation Advisory

Micro D Inc.

Valuation & Strategic Advisory

MobileSmith Health

Mergers & Acquisitions
Exclusive Financial Advisory

Acquisition of Montclair Financial by NETIK

Exclusive Sell-Side Advisory

Acquisition of Nexus Consulting Group LLC by Project Leadership

Mergers & Acquisitions Private Capital Advisory

Nutech Solutions, Inc.

Valuation Advisory

Paragon 28, Inc.

Private Placement Offering
$1,375,000

Park Charlotte, LLC

Mergers & Acquisitions Exclusive Sell-Side Advisory VIDEO GROUP

Perry’s Jewelry

Valuation Advisory

Physicians Choice Laboratory Services, 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

Valuation Advisory

PMG Research, Inc.

Exclusive Sell-Side Advisory

Acquisition of Princeton Softech, Inc.

Exclusive Financial Advisory

Quaero Corporation

Strategic Advisory

Quantum Clinical Navigation System

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

Mergers & Acquisitions Exclusive Sell-Side Advisory

R.W. Wiesener, Inc.

Private Placement Advisory

Raggs, LLC

Fairness Opinion

Relativity Technologies, Inc.

Mergers & Acquisitions
Exclusive Financial Advisory

Seertech Corporation

Valuation Advisory

Smarter Systems, 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

Sell-Side Advisory

Tauxbe Data

Exclusive Sell-Side Advisory

Thermcraft Incorporated

Valuation Advisory

Thermcraft Incorporated

Fairness Opinion for the Employee Stock Ownership Plan

United Mortgage & Loan Investment Corporation

Buy-Side Advisory

VeriTest, A Business of Lionbridge

Exclusive Sell-Side Advisory

Water Valve Capital LLC dba Acquaflow

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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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