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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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Paul Zetterberg

Paul Zetterberg

Associate, Corporate Advisory
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Dennis O'Donnel
Tom Teper

Tom Teper

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.

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