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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

Industrial Services & Products

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.

Mergers & Acquisitions Exclusive Sell-Side Advisory

R.W. Wiesener, Inc.

Exclusive Sell-Side Advisory

Thermcraft Incorporated

Valuation Advisory

Thermcraft Incorporated

Exclusive Sell-Side Advisory

Water Valve Capital LLC dba Acquaflow

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

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Tobin-at-a-glance

Services

Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions

Valuation & Strategic Advisory

Chaperoning International Broker-Dealers

Industries

Software & Technology

Business Services

Industrial Products and Services

Healthcare Services and Products

Consumer Services and Products

Financial Services

Real Estate

Experience

Resources

TOBIN Tutorials

Newsletters

Investment Banking Analyst Program

News Releases

Publications

Industrial Services & Products

Contact Us

Do you have brokers who need to be supervised but your Managing Broker Dealer won’t do it? Ask us about our Soliciting Broker Dealer Services. We will happily work with your MBD.

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About

Services

Industries

Experience

Resources

Industrial Services & Products

Contact Us

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Download Our In-Depth Guide on Due Diligence