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About

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

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Our People

Where to find us

Our Conference Schedule

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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.
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Managing Broker-Dealer Operations

Registered Representatives Program

Mergers & Acquisitions

Valuation & Strategic Advisory

Chaperoning International Broker-Dealers

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.
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Software & Technology

Business Services

Industrial Products and Services

Healthcare Services and Products

Consumer Services and Products

Financial Services

Real Estate

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.

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Resources

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

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TOBIN Tutorials

Newsletters

Investment Banking Analyst Program

News Releases

Publications

Where to Find Us

Conference Schedule

The Buttonwood Conference
La Jolla-Torrey Pines, CA
June 23-25, 2025

FactRight 2025 Annual Due Diligence Conference
Salt Lake City, UT
September 8-10, 2025

IPAVision & Due Diligence Symposium
Boston, MA
September 17-19, 2025

ADISA 2025 Annual Conference & Trade Show
Las Vegas, NV
September 29-October 1, 2025 

TNDDA by ADISA
Dallas, TX
November 2-4, 2025

Conference Meetup Request

Would you like to meet at an upcoming conference? Contact us and let's set something up!

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© 2025 Tobin & Company Investment Banking Group LLC | Charlotte, North Carolina. All Rights Reserved.

Securities offered through Tobin & Company Securities LLC | Member FINRA/SIPC | Business Continuity

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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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Download Our In-Depth Guide on Due Diligence