WHERE NEXT?
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.
Our Credentials
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 and services include:
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Financial due diligence;
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Valuations as Chartered Business Valuators;
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Management consulting; and,
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Technical tax and accounting filings.
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75+ mergers, acquisitions, and financing due diligence mandates amounting to billions of dollars in transaction value
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Corporate tax planning and structuring saving our clients $100,000s in tax
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150+ valuation and modelling mandates as Chartered Business Valuators
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Strategic advisory helping our clients double revenues and improve profits
Our Track Record
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Big firm quality with boutique firm custom service and feel;
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Thought leaders who demystify technicalities and empower understanding;
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Trusted advisors who partner with their clients for the long term; and,
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Professionals who are entrepreneurs themselves that get it.
Our Values
Kalos is the Greek word for “Good” and was historically used to reference warriors who held themselves to the highest moral standard on the battlefield.
We bring the principle of maintaining the highest standard to everything we do. We believe that part of integrity is committing to the pursuit of becoming the best version of ourselves possible.
OUR LEADERS
Our team of CPAs have over 30 years of combined experience with Ernst & Young, Deloitte, KPMG, and PwC.
Our team experience includes 100s of deals as well as 100s of valuations as Chartered Accountants and Chartered Business Valuators.
Mackenzie Regent, CPA, CA, CBV
Mackenzie co-founded Kalos LLP to fulfill her vision of bringing value and being a trusted advisor to business owners and the mid-market. Mackenzie has significant experience in mergers, acquisitions and divestitures having advised on hundreds of deals for over $50 billion in transaction value. She has executed deals throughout North America, Europe and Asia in the energy, healthcare, industrial, retail and technology sectors. In 2021, Mackenzie was recognized as one of the Top 100 Finance Professional in the world by The Top 100 magazine based out of New York City.
Prior to founding Kalos, Mackenzie was a Global Investment Banker at Scotiabank where she advised on numerous M&A mandates, equity raises, and debt transactions. Prior to Scotiabank, Mackenzie was a lead Transactions Advisory Manager at Ernst & Young LLP (“EY”) on their Financial Due Diligence team where her exemplary client service, technical ability and leadership resulted in being selected as the Manager to represent EY Canada at an international leadership conference.
Mackenzie is a corporate Director and Chair of the Audit & Finance committee for a not-for-profit organization as well as a public company. She is a former competitive hockey player, having represented Canada in international competition as the starting goaltender.
Travis Regent, CPA, CA
Travis co-founded Kalos after his experience being a finance lead for a multi-billion dollar transaction and integration project where he developed a passion for being a trusted advisor in critical situations.
Travis has executed numerous complex transactions in the energy, healthcare, utilities and technology sectors for both mature companies and venture capital investments. He also has significant management consulting experience having led a number of multi million-dollar business transformation projects including deal integration, financial management and accounting policy.
Travis' excellent client service, strategic thinking, and execution skills resulted in him being the top-rated Senior Consultant for KPMG Canada in 2017. Prior to KPMG, Travis was a Senior Accountant in Deloitte’s Assurance & Advisory practice where he completed his Chartered Accountant designation. Travis gained significant experience in IFRS and US GAAP accounting frameworks, having also achieved his U.S. 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 student investment fund. He is a former competitive hockey player and ski racer.
Terry Chan, CPA, CA, CFA, CBV
Terry is the Head of Valuations at Kalos and joined the firm in 2020 in order to follow his desire to make a difference clients. He has completed 150+ valuations for mergers and acquisitions, shareholder buy-ins, buy-outs and disputes, matrimonial settlements, estate freezes, employee stock ownership plans and financial reporting.
Terry has served clients including family offices, small to large private enterprises, pension funds, insurance companies, and public companies. His experience spans across multiple sectors including retail, manufacturing, energy, financial, healthcare and technology.
In order to build a strong accounting and tax foundation, Terry started his career at BDO LLP. After successfully completing his Chartered Accountant designation, he transferred to the Valuations department where he continued to work hard, learn, and lead, resulting in his promotion to Manager. Terry joined Deloitte LLP as a Manager of Valuation and Modelling where he cemented his valuation expertise on numerous complex projects.
In addition to being a Chartered Accountant, Terry is a Chartered Business Valuator and a Chartered Financial Analyst. Terry holds a BComm. from the University of Alberta, double majoring in Finance and Accounting. He is a blue belt in Karate and enjoys snowboarding.
Katelyn Rahey, CPA, CA
Katelyn is a Partner at Kalos and is focused on financial and vendor due diligence, and deal structuring. Katelyn joined Kalos after nearly 10 years of experience working at KPMG LLP. Katelyn joined Kalos with the goal of bringing expertise to build value for clients in the mid and lower mid market.
Most recently, Katelyn served as a Senior Manager in Transaction Services, executing due diligence on deals totaling over $2 billion in transaction value. Prior to the move into M&A, she was a lead advisor within the firm advising private clients through IPO, expansion, equity raises, strategic governance and oversight.
She is a technical expert in both IFRS and ASPE as well as holds expertise in a numbers of industries including manufacturing, retail, private equity, energy services, mid-stream, health-care, technology and more. Katelyn has extensive experience working with entrepreneurs and companies in the mid market space, particularly multinational and high growth companies.
Katelyn is a Chartered Accountant (CA, CPA) and holds a Bachelor of Business Administration in Accounting from Saint Francis Xavier University. She is a former competitive hockey player and enjoys cycling and downhill skiing.
Brendan Ogloff, CPA
Brendan joined Kalos with the goal of maximizing value to clients after spending four years with a private equity and asset management firm where he was a key member in executing numerous acquisitions, financings and capital deployment initiatives amounting to more than a billion dollars in transaction value.
In addition to M&A, Brendan also led the financial, regulatory and compliance functions for a corporate group of 20+ entities, including financial reporting, structuring, valuation, tax, treasury, insurance and legal, with annual revenues ranging between $20-$30 million.
Brendan articled and completed his Chartered Professional Accountant designation with Collins Barrow Calgary LLP, which helped him build a well-rounded foundation of knowledge in assurance, advisory and tax. Completing engagements for both public and private clients with a primary focus in energy, land development and financial services.
Brendan holds a Bachelor of Management in Accounting with Honours from the University of British Columbia. While at UBC, Brendan co-created a program to enhance services for the Disability Resource Center. In his spare time, Brendan enjoys staying active with his wife, Jean.
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.
