skip to Main Content

KB Corporate Advisory is focused on delivering better outcomes.

We provide our clients with strategic corporate finance services and alternative investment opportunities. Industries include consumer products, healthcare services, specialty pharmaceuticals, aviation & logistics, niche manufacturing, and business services.

Our services include:

  • Buy Side & Sell Side Advisory
  • Debt & Equity Financing
  • Dividend Recapitalizations
  • Capital Structure Development
  • Business Valuations/Fairness Opinions
  • Board Advisory

There are many parts that must work in unison to achieve ultimate success. Together we look at our clients’ entire financial landscape and see opportunities that only a seasoned, multi-faceted firm can identify. Many of our clients have successfully built and managed a family business, often becoming their largest asset. We take a holistic approach and advise our clients on how they should position themselves 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 for implementing strategies to help achieve their goals, maximize valuation of holdings, and diversification of assets.

This comprehensive view creates a unified approach that ultimately drives better outcomes.


Representative Clients

  • Family Offices
  • Private Companies & their Stakeholders
  • Family-Controlled Small – Mid Cap Publicly Traded Companies

Industries Served

  • Consumer Products, Healthcare Services & Specialty Pharmaceuticals
  • Aviation & Logistics
  • Niche Manufacturing
  • Business Services

Areas we do not directly service, but maintain relationships

  • Venture Capital
  • Real Estate

Our experience includes acquiring, operating, growing, and exiting multiple businesses in a variety of industries, so we understand both transactional and operational perspectives



  • Dividend Recapitalizations
  • Debt & Equity Financing
  • Sale or Partial Sale of a Business


  • Majority of Wealth in Family Business
  • 34% of Family Not Involved in Business

Multi-Generational Wealth Transfer

  • Arising from Lack of “Next” Generation
  • Improve Wealth Transfer Between G1 – G2+

KB’s differentation combines pre-transactional planning, and corporate finance and sophisticated tax expertise with our M&A experience to deliver successful outcomes to our private business clients — far different than traditional investment bank or accounting firms



  • Establish goals for transaction
  • Multi-Generational assessment
  • Review company business model
  • Company’s role/niche within industry
  • Analyze industry trends
  • Capital structure/Rollover
  • Operating roles post closing


  • Pre-Transaction planning
  • Financial diligence
  • Valuation
  • Identify qualified acquirers
  • Teaser/Marketing materials
  • Preliminary data room


  • Market to qualified acquirers
  • Assess trends with diligence
  • Receive feedback from market
  • Issue process letters
  • Negotiations on valuation and structure


  • Final due diligence
    • Legal
    • Financial
    • Environmental
    • Human Resources
    • Insurance
  • Financial updates & quality of earnings
  • Transaction documents
  • Disclosure schedules
  • Working capital & post closing support

KB Corporate Advisory

Mark Massad

Mark I. Massad

Senior Managing Director, Corporate Advisory
Read Bio
Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
Read Bio
Financial Advisor

Joseph Walter

Analyst, Corporate Advisory
Read Bio
Tom Teper

Tom Teper

Operating Executive
Read Bio

KB Wealth

An innovative wealth management platform designed to provide sophisticated holistic advice to our clients across our entire ecosystem.

KB Family Office

A comprehensive and consultative approach that integrates all the varied elements of your financial landscape.

KB Corporate Advisory

A Corporate Advisory Firm that provides strategic advisory and full capital market services to family-owned and entrepreneurial businesses.

Not Finding What You’re Looking For?

Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

    Back To Top