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Mark leads our Corporate Advisory Group focusing on direct investment, debt and equity financing, merger and acquisition services, capital structure development and strategic advisory for the firm’s clients.

For over 15 years, Mark has worked as an independent sponsor in consumer products, healthcare, and aviation and logistics. As an investor, director and executive of portfolio companies, he has developed an appreciation of these multiple perspectives and leverages his experience by partnering and collaborating with clients, their investors and their executive teams to drive results and returns. Mark’s experience includes over $450 million of debt and equity financings, including traditional and complex capital structures for public and private enterprises. His relationships include traditional private equity firms, commercial banks and business development corporations.

Mark received his MBA from the Johnson Graduate School of Management at Cornell University and undergraduate degree from Franklin and Marshall College. Mark supports the Franklin and Marshall community and was a founding member of a non-profit foundation supporting brain tumor research.

Mark enjoys golf, running and playing sports with his three children. Mark resides in Pennington, New Jersey with his family of five.

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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.

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