- holding company/ family office engaged in public and private equity investments- focused on but not limited to renewable energy, healthcare, technology, and consumer product sectors - sum of completed transactions in excess of $300mm; thus far 2 exits by IPO- committed to cultivating enduring and rewarding relationships with partners and colleagues

KB Corporate Finance is a wholly owned subsidiary of KB Financial Companies, LLC, a collaborative financial ecosystem made up of professionals with unique areas of expertise working synergistically to drive better outcomes for clients in the areas of asset/ wealth management, family office services, merchant and investment banking and alternative direct investments.With roots dating back to 1983, KB Financial’s strength lies in the power of integration.KB provides clients with strategic merchant and investment banking services and alternative divestment and investment opportunities with a expertise in, yet not limited to, consumer products, healthcare, multi-level marketing, niche manufacturing and transportation & logistics. KB's Corporate Finance services include:• Mergers & Acquisitions• Buy Side / Sell Side Advisory• Capital Markets – debt and equity• Board Advisory• Financial Restructuring In business, as in life, there are many parts which must work in unison to achieve ultimate success. KB’s multi-disciplinary team takes a holistic look at its client’s entire ecosystem which allows us to see the full picture, identify important synergies and uncover any opportunities that may have been overlooked. KB addresses the financial issues specific to each situation and provides practical advice for implementing strategies to help its clients achieve their goals. In addition, KB provides strategic and tactical advice in the public and private sectors.KB Corporate Finance has consistently demonstrated that this comprehensive understanding creates a holistic and unified approach that ultimately drives better outcomes for clients.

- publicly traded, Montreal-headquartered asset management firm with over $120 billion in AUM- joined as consultant to integrate an alternative asset strategy acquisition - asked to join the Institutional business development group full time after 4 months - strategy focus and client responsibilities continually expanded- well known to E&Fs, Consultants, RIAs and OCIOs in NE USA and West Coast and certain Sovereigns

- long-only, equity strategy manager focused on investing in companies deemed to have superior management. - research process fundamental, bottom-up. - 2 strategies: a concentrated, 20 stock portfolio; and a 100 stock, beta-plus portfolio. - Eachwin was a MWOB. Non-GP money returned to investors in Nov. 2016.

- responsible for non-investment functions incl marketing and IR, legal, technology and managing vendor relations of >$1B AUM hedge fund/ SFO- led modernization of infrastructure incl hiring administrator, installation of OMS and addition of additional prime brokers- launched UCITS fund in Europe and led acquisition of an hedge fund strategy

- head of Canadian IED in New York followed by 4 years in Toronto; opened offices in Calgary and Montreal- transferred back to NY as Member of Firm Management Group including North American Management Committee, Capital Commitment Committee - Strategic Relationship Manager responsible for the asset manager subsidiaries of global financial services sector clients.

Institutional equity department responsible for covering both Canada and US-based institutional investors.