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KB Corporate Finance 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 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

A Corporate Finance Advisory Firm 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

    THE POWER OF
    Information
    Expertise
    Collaboration

    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.

    © Copyright 2021. All Rights Reserved.

    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  https://www.kbfinancialcompanies.com/disclosures/.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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

    Click here for important Disclosures

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