Corporate Advisory

Corporate Advisory

Corporate Advisory

KB Financial Advisory Partners provides our clients with strategic merchant banking services and alternative investment opportunities. We pride ourselves on our specialized expertise in consumer products, healthcare and transportation & logistics. KB Financial Advisory Partners offers its clients an array of services, including:

  • Corporate Finance
  • Mergers & Acquisitions
  • Capital Markets
  • Financial Advisory Services
  • Transaction Advisory Services
  • Tax & Financial Reporting Valuations

Many of our clients have successfully built and managed a family business, often becoming their largest asset. We are frequently asked to advise our clients on how their company should position itself for the future. In addition, we provide our clients with strategic and tactical advice in the public and private sectors. We address the financial issues specific to each situation and provide practical advice to implement strategies that can lead to achieving a family’s goals.

 

Investment Management Family Wealth Planning & Governance Corporate Advisory Retirement Plan Services Tax & Business Advisory