Effectively moving the mid-market forward.
We empower continual improvement through strategic financial advice, planning and accountability that elevates companies and their deals to the next level.
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 and services include:
Financial due diligence;
Valuations as Chartered Business Valuators;
Management consulting; and,
Technical tax and accounting filings.
"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."
45+ mergers, acquisitions, and financing due diligence mandates amounting to billions of dollars in transaction value
Corporate tax planning and structuring saving our clients $100,000s in tax
125+ valuation and modelling mandates as Chartered Business Valuators
Strategic advisory helping our clients double revenues and improve profits
Our Track Record
How We're Different
We offer a better way to work with professional services in the middle-market. We provide:
Big firm quality with boutique firm custom service and feel;
Thought leaders who demystify technicalities and empower understanding;
Trusted advisors who partner with their clients for the long term; and,
Professionals who are entrepreneurs themselves that get it.
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.
Mackenzie has executed 45+ 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.
Mackenzie holds a BComm. from the University of Saskatchewan and is a former competitive hockey player having represented Canada in international competition.
Mackenzie Regent, CPA, CA
Our team of CPAs have over 20 years of combined experience with Ernst & Young, Deloitte, KPMG, and PwC.
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 oil and gas, power and utilities, manufacturing, and technology sectors,
Travis' excellent client service, strategic thinking, and execution skills resulted in him being the top-rated Senior Consultant for KPMG Canada. Travis has advised on early stage ventures, led deal integration projects, and guided companies in the development of business cases.
Travis holds a BBA in Accounting with Distinction from the University of Regina where he was a founding member of the UR Investing Program, fund. He is a former competitive hockey player and ski racer.
Travis Regent, CPA, CA
Terry has completed +125 valuations for mergers and acquisitions, shareholder disputes, matrimonial settlements, estate freezes, employee stock ownership plans, and financial reporting purposes. 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. From there, he transferred to the Valuations department where he continued to work hard, learn, and lead, resulting in his promotion to Manager. Terry then joined Deloitte LLP where he worked with public companies, pension funds, family offices, and large private entities.
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.
Terry Chan, CPA, CA, CFA, CBV
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.