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.
MARKETS SERVED
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
DELIVERING OUTCOMES
Liquidity
- Dividend Recapitalizations
- Debt & Equity Financing
- Sale or Partial Sale of a Business
Diversification
- 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
HOW WE DO IT
Assess
- 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
Organize
- Pre-Transaction planning
- Financial diligence
- Valuation
- Identify qualified acquirers
- Teaser/Marketing materials
- Preliminary data room
Market
- Market to qualified acquirers
- Assess trends with diligence
- Receive feedback from market
- Issue process letters
- Negotiations on valuation and structure
Execute
- 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
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.