KALOS TRANSACTIONS DILIGENCE
Protecting Your Interests - It's What We Do
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.
Kalos LLP is a fully registered Chartered Professional Accounting firm led by proven professionals. Our team of CPA's have extensive experience in deals, financial due diligence, investment banking, management consulting and technical accounting. Our experience includes:
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.
Extensive knowledge covering the full deal cycle from strategy through integration
Leading hundreds of millions of dollars in post-close integration and performance improvement projects
Consulting on accounting treatment and implications for IFRS, US GAAP and ASPE reporting frameworks
Corporate tax planning and structuring, strategies and filings
Notice to Reader financial statement compilations and filings
OUR MISSION & VISION
Kalos is founded on the principle of bringing the professional service quality that the Big Banks and the Big Four accounting firms are known for to the mid-market. We exist to make a difference for our clients and to help good deals get done. We believe the mid-market deserves better access to quality financial expertise in order to successfully navigate the transactions process.
Mission: For mid-market M&A to rival large corporations in knowledge, prowess and execution.
Vision: To be the leading trusted advisor in transactions due diligence for the mid-market.
MEET OUR FOUNDERS
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 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.
TRAVIS REGENT, CPA, CA
Bankers Hall West Tower
4260 - 888 3 Street SW
Calgary, AB T2P 5C5