Mark Massad

Mark I. Massad is the Co-Chief Executive Officer at KB Financial Companies, LLC, a firm that provides strategic corporate finance services and alternative investment opportunities.14 With over 30 years of experience, Massad has established himself as an expert in corporate finance, direct investing/private equity, and sophisticated accounting matters.3

Professional Background

At KB Financial Companies, Massad holds the position of Senior Managing Director in the Corporate Advisory division.12 His responsibilities encompass all aspects of the investment process, including:

• Sourcing deals
• Structuring transactions
• Arranging financing
• Executing post-closing growth strategies5

Areas of Expertise

Massad's expertise spans several key areas:

• Buy Side & Sell Side Advisory
• Debt & Equity Financing
• Dividend Recapitalizations
• Capital Structure Development
• Business Valuations and Fairness Opinions
• Board Advisory1

Industry Focus

KB Corporate Advisory, under Massad's leadership, serves various industries, including:

• Consumer Products
• Healthcare Services
• Specialty Pharmaceuticals
• Aviation & Logistics
• Niche Manufacturing
• Business Services1

Approach to Client Service

Massad and his team at KB Financial Companies take a holistic approach to advising clients. They focus on:

• Assessing clients' entire financial landscape
• Providing strategic and tactical advice in both public and private sectors
• Addressing specific financial issues
• Implementing strategies to achieve clients' goals
• Maximizing valuation of holdings
• Diversifying assets1

This comprehensive view allows Massad and his team to create a unified approach that drives better outcomes for their clients, particularly those who have built and managed family businesses.1