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KB Corporate Finance is focused on delivering better outcomes.

We provide our clients with strategic merchant banking services and alternative investment opportunities with a specialized expertise in consumer products, healthcare, multi-level marketing and transportation & logistics. Our services include:

  • Corporate Finance
  • Mergers & Acquisitions
  • Buy Side / Sell Side Advisory
  • Capital Markets
  • Board Advisory
  • Financial Restructuring

We view our client relationships much like effective ecosystems.

There are many parts that must work in unison to achieve ultimate success. Together we look at your 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 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 for implementing strategies to help achieve your goals.

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

KB Corporate Finance

Rip Mason

Rip Mason

Chairman, KB Corporate Finance
General Partner, KB Capital Partners
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Mark Massad

Mark I. Massad

Corporate Director, KB Financial Companies
CEO, KB Corporate Finance
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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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Richard S. Rankin

Managing Director, Corporate Finance
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Paul Zetterberg

Paul Zetterberg

Associate, Corporate Advisory
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Dennis O'Donnel
Tom Teper

Tom Teper

Chief Financial Officer & Operating Executive
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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 Finance

An Investment Bank that provides strategic advisory and full capital market services to family-owned and entrepreneurial businesses. Through its affiliate KB Investment Partners LLC, KB co-invests with its capital partners, taking a majority stake in middle-market 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

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000


    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.

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    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck

    Click here for important Disclosures

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