KALOS LLP I TRANSACTIONS DILIGENCE
Protecting Your Interests - It's What We Do
We founded Kalos LLP to help middle-market participants realize their full potential.
We help our clients grow revenues, increase margins, successfully raise or deploy capital, embark on mergers and acquisitions and transition in a way that preserves their legacy.
We exist to make a difference for our clients by taking their deals and their companies to the next level.
Kalos LLP is a fully regulated Chartered Professional Accounting firm led by proven professionals. We have a successful track record of over 30 years of client advisory.
Our team of CPA's have extensive experience in capital raises, mergers and acquisitions and achieving growth with our clients.
Our fields of expertise include financial due diligence, valuation, management consulting as well as technical tax and accounting.
Our Track Record
"We have been using Kalos for some time now. I can honestly say they are very refreshing to work with. Many accounting firms do the 'bare minimum' and rarely think big picture or strategically on their clients behalf. Kalos is different! They go the extra mile to provide our firm (and our clients) with exceptional value and insightful reports to help us realize our short and long term objectives."
30+ merger and acquisition mandates amounting to billions of dollars of transactions value
10+ debt and equity financings including a $1.5 billion raise
Deals experience across a multitude of industries including energy, power and utilities, technology, manufacturing, retail, healthcare, etc.
Hundreds of millions of dollars in performance improvement and integration projects
Consulting on accounting treatment and implications for IFRS, US GAAP and ASPE
Corporate tax planning and structuring, strategies and filings saving our clients $100,000s in tax
Notice to Reader financial statement compilations and filings
How We're Different
We offer a better way to work with professional services in the middle-market. We provide:
Access to high quality services at a fair price;
Independent experts who inspire trust for the benefit of all parties;
Facilitators who demystify technicalities to business owners; and,
Professionals who approach their advice with the same care with which businesses are built.
MACKENZIE REGENT, CPA, CA
Mackenzie has executed 40+ deals amounting to billions of dollars in transaction value across various sectors including energy, financial, manufacturing, retail, healthcare, and technology.
Mackenzie founded Kalos after her tenure on Scotiabank's Investment Banking team. Prior to Scotiabank, Mackenzie was a lead Transactions Advisory Manager at Ernst & Young LLP ("EY") on their Financial Due Diligence team. Her exemplary client service, technical ability and leadership resulted in her being selected as the Manager to represent EY Canada at an international leadership conference. Mackenzie completed her Chartered Accountant designation with EY after 3 years of articling on their audit team.
Mackenzie serves as a Director and Chair of the Audit & Finance Committee for a non-profit organization, and is actively involved in numerous other charitable organizations.
Mackenzie holds a BComm. from the University of Saskatchewan and is a former competitive hockey player having represented Canada in international competition. She was named the top-student athlete for the Canada West Conference and a multi-year Academic All-Canadian and Canada West All-Star.
TRAVIS REGENT, CPA, CA
Travis has significant management consulting experience having led a number of multi million-dollar business transformation projects. Travis has served a variety of clients across the upstream and midstream oil and gas, power and utilities, manufacturing, and technology sectors, Travis' excellent client service, pragmatic and strategic thinking, and execution skills resulted in him being a top-rated Senior Consultant for KPMG Canada. Travis has led finance transformation projects incorporating deal integration, advised on accounting policies and prepared financial statements for multi-billion dollar companies, as well as advised private organizations in the development of business cases for strategic planning purposes.
Prior to KPMG, Travis was a lead Senior Accountant in Deloitte’s Assurance & Advisory practice where he completed his Chartered Accountant designation after 4 years of audit experience. Travis gained significant experience in IFRS and US GAAP accounting frameworks, having also achieved his US GAAP accreditation.
Travis holds a BBA in Accounting with Distinction from the University of Regina where he was a founding member of the UR Investing Program, a university sanctioned, student run investment fund. He is a former competitive hockey player and ski racer.
OUR MISSION & VISION
Mission: To empower the mid-market to realize its full transactions potential.
Vision: To be the leading trusted advisor in due diligence for the mid-market.
WHAT EXACTLY IS FINANCIAL DUE DILIGENCE?
It is professionals trained in deals, finance and accounting helping you obtain the peace of mind that you are doing a good deal.
It is support to guide you through the key phases in the transaction process, help you understand the pieces to the purchase price equation, and ultimately give you confidence on your deal execution.