Indulge in the wisdom and depth of experience that we can bring to the table, offering keen insight tailored to elevate and refine your strategic and financial endeavors. Mike Tobin has researched, studied, modeled, invested in, launched and operated businesses over the past 18 years.

With a 15-year career in public equities investing at a prominent wealth management firm, he researched countless companies and business models — from industrials to healthcare to consumer to professional services — and successfully invested substantial client capital into selected stocks with a long-term point of view.

Upon shifting away from the investment side, Mike launched his own custom carpentry business — and as the owner/operator, ran the business from ‘A to Z’ — learning the successes and the challenges that small business owners face. Additionally, he stepped into a Director of Finance & Strategy role with an entrepreneurial team in the midst of launching and scaling 4 growing brands in the hospitality and health and wellness segments.

Through these experiences, Mike carries a unique perspective of seeing companies large and small through the eyes of both an investor and an operator, understanding what has worked and what hasn’t, contemplating strategies to grow the top line or shrink the expense base for profitability, and living and breathing the daily life of a small business owner and operator. He looks forward to applying these learnings to your own business.

Details on Mike Tobin’s background:

• Bessemer Trust / Bessemer Investment Management: 15 year career in equity research and portfolio management for a $100+ billion family office and high net worth wealth manager, starting as entry level analyst and rising to Principal and Associate Portfolio Manager of Bessemer’s flagship portfolio, the Large Cap Core Fund. Before leaving the firm, was tapped to lead the launch of a new US Small Cap fund.

• Launched and operated his own small business - Tools & Transformation LLC (@toolsandtransformation) - a custom carpentry business, as owner/operator/sole employee, where he marketed, drove new business, designed client projects, created estimates, constructed / installed / painted / finished those projects, managed the finances, and pushed efficiencies.

• Cure Companies LLC: held Director of Finance & Strategy role for a small entrepreneurial group in Northern New Jersey, helping to launch, establish, and grow four hospitality and health & wellness brands — Padel United Sports Club, Spring House, Fat Choy, and High Exposure. Here, Mike was responsible for establishing financial infrastructure and guardrails, building financial models for single and multi-location opportunities, creating weekly financial flash reports and dashboards, closely tracking weekly cash flow and building 13-and 26-week cash flow models, creating ad hoc financial analyses for growth opportunities, investor relations and assisting in capital raising.

• Holds a New Jersey residential real estate license

• MBA, Columbia Business School, Executive Program

• B.S. Business Administration, University of Richmond, Concentrations in Finance and Marketing, Minor in Urban Practice & Policy

• Sits on the Board of his children’s preschool