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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

Software & Technology

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.

Annual 409A Valuation

Aceyus, Inc.

Fairness Opinion

Adaptivity, Inc.

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.

Strategic Advisory

AYM Technologies, LLC

Exclusive Financial Advisory

BreakFront, Inc. Acquisition of Companion Cabinet Software, LLC

Exclusive Financial Advisory

BroadSource, Inc.

Fairness Opinion

Cox Technologies, Inc.

Exclusive Sell-Side Advisory

DealerTrack acquisition of DealerWire

Exclusive Sell-Side Advisory

Decision Support

409A Valuation

Entrinsik, Inc.

Exclusive Financial Advisory

Exervio

Exclusive Financial Advisory

Acquisition of GreenWizard, Inc. assets by Underwriters Laboratory

Exclusive Sell-Side Advisory

SE Capital Acquisition of Instantel Inc.

Exclusive Buy-Side Advisory

Knightsbridge

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.

Exclusive Sell-Side Advisory

Acquisition of Princeton Softech, Inc.

Exclusive Financial Advisory

Quaero Corporation

Fairness Opinion

Relativity Technologies, Inc.

Mergers & Acquisitions
Exclusive Financial Advisory

Seertech Corporation

Valuation Advisory

Smarter Systems, LLC

Sell-Side Advisory

Tauxbe Data

Buy-Side Advisory

VeriTest, A Business of Lionbridge

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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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