KB Financial Companies
Mark is a member of the Board of Directors of the holding company, KB Financial Companies, LLC, and CEO of KB Corporate Finance, LLC. KB Corporate Finance, together with its affiliate KB Capital Partners, is an integrated middle market Investment Banking and Direct Investment group.
For over 30 years, Mark has worked with clients in corporate finance, direct investing/private equity, and accounting, including international mergers and acquisitions, arranging debt and equity financing, public-to-private conversion of companies, and corporate recapitalizations.
Mark has been responsible for all aspects of the investment process, including sourcing, transaction structures, financing, and execution of post-closing growth strategies. Mark has led investments in a number of industries including consumer products, aviation logistics, manufacturing, and distribution. He has held senior executive positions and board roles within those investments.
Mark is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and a former board member of the National Association of Certified Valuation Analysts.
Mark serves as a member of the Board of Directors of the MIAX Pearl, LLC Options and Equity Exchange, a wholly owned subsidiary of Miami International Holdings, Inc. and is a member of the Council (Board of Directors) of the Bermuda Stock Exchange, a majority controlled subsidiary of Miami International Holdings, Inc. In addition, Mark serves as an advisor to the Board of Directors of Allentown Holdings, LLC, a portfolio company of Capital Partners Private Equity Fund III, L.P., a $600 million committed fund.
He has an MBA from the Graduate School of Business from Columbia University and an undergraduate degree from Rider University.
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KB Financial Companies
KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of their senior personnel have over 25 years of experience. This extensive experience, combined with their integrated approach, increases their ability to add significant value to high net worth families, entrepreneurs and key stakeholders. With roots dating back to 1983, KB Financial Companies fields a team of professionals in financial, tax and estate planning, insurance solutions, investment banking, wealth management and family enterprise management.