KPM Financial was founded with the goal of bringing transparency to some of the most complex and opaque sectors of the capital markets. By being independent experts in our field, we equip our clients with the requisite tools and knowledge to confidently negotiate financial contracts saving significant time, money, and frustration. While KPM offers a comprehensive suite of advisory services, each client receives services custom tailored to their needs.

KPM utilizes decades of expertise, real time market data, complex modeling capability, and extensive industry relationships to structure, price, monitor, and execute financial solutions in several sectors and several markets:


  • Healthcare
  • Higher Education
  • Municipal
  • Nonprofit
  • Real Estate
  • Corporate


  • Debt Capital
  • Derivatives
  • Investment Agreements
  • Refunding Escrows