800.704.5980 info@kbtpartners.com

Financial Advisory

Financial Planning and Business Model Analysis

KBT provides the financial expertise necessary to build and refine client business models and prepare clients for any potential transaction.

Mergers and Acquisitions Advisory

As trusted advisors, KBT works with its clients to prepare for, and execute, sell-side and buy-side M&A transactions.

Our services include:

  • Valuation Analyses
  • Merger Analyses
  • Execution Services, in affiliation with a full-service investment bank
  • Integration Plan Analyses

Due Diligence

KBT leverages its deep domain and financial expertise to provide due diligence services, including industry and market analyses, and operational due diligence.

Private Capital Raising

KBT provides clients with successful strategies and the preparation to initiate private capital raises. Our team includes a FINRA-registered member and we work with a full-service investment bank, ensuring that our work is both expert and compliant. KBT has direct access to a wide range of strategic as well as financial investors.

The KBT team is always focused on getting business done.


P.O. Box 229, Marblehead, MA 01945
781.214.6705 | 800.704.5980