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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

Valuation & Strategic Advisory

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.

Valuation Advisory

AccessOne Medcard, Inc.

Annual 409A Valuation

Aceyus, Inc.

Fairness Opinion

Adaptivity, Inc.

Strategic Advisory

AYM Technologies, LLC

Fair Market Value Analysis

Benchmark Urgent & Family Care

Valuation Advisory

Boyd & Royster Funeral Services Inc.

Shareholder Rights Plan Analysis

Charles & Colvard, LTD

Fairness Opinion

Cox Technologies, Inc.

409A Valuation

Entrinsik, Inc.

Fair Market Value Analysis

Kalhealth, LLC

Fairness Opinion

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

Strategic Advisory

Makr, LLC

Valuation Advisory

Micro D Inc.

Valuation & Strategic Advisory

MobileSmith Health

Valuation Advisory

Paragon 28, Inc.

Valuation Advisory

Physicians Choice Laboratory Services, LLC

Valuation Advisory

PMG Research, Inc.

Strategic Advisory

Quantum Clinical Navigation System

Valuation Advisory

Smarter Systems, LLC

Valuation Advisory

Thermcraft Incorporated

Fairness Opinion for the Employee Stock Ownership Plan

United Mortgage & Loan Investment Corporation

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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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