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Transaction Advisory

Inspire Confidence

Meet the firm organized for transactions – not by service lines.

Transactions are most vulnerable between specialties – where siloed expertise fails to connect findings to consequence. Identifying an issue is only the beginning. Impact depends on how that insight informs execution across the entire transaction. Founded by Big 4 alumni, Kalos connects specialized expertise and judgment across disciplines and the transaction lifecycle, so findings are understood early, communicated clearly and carried forward as the transaction evolves. The result is better-informed decisions, stronger economic protection and improved transaction outcomes.

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Canadian roots, global reach; your independent transaction advisory partner

Partnership should mean more than delivering an isolated workstream. At Kalos, it means stewarding clients through the transaction as it evolves. Kalos advises on approximately 200 transactions annually and is trusted by 20+ financial sponsors with more than $1 billion in AUM, Schedule I lenders, family offices, strategic acquirers and entrepreneurs on consequential buy- and sell-side, throughout Canada, the United States and Europe.

We work alongside your existing accountant, lawyer and M&A advisors / corporate finance function – complementing, not replacing, the broader advisory team. Our independent disciplines include:

  •  Financial Due Diligence / Quality of Earnings
  • Valuation & Financial Modelling
  • Transaction Tax
  • Transaction Accounting Advisory
  • Transaction Agreements & Closing Mechanisms
  • Closing & Post-Closing Advisory
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Kalos Team

Experience

$475B+ Transaction Value Advised
5,250+ Diligence Mandates
2,750+ Valuations & Models
Be it a $1 million or $1 billion deal, your deal gets our senior leaders, every time.

When you partner with Kalos, senior judgment stays connected to your transaction from pre-LOI through post-closing realization.

Kalos was founded by Big Four alumni who believe senior attention is critical to every mandate. Our senior leaders remain actively engaged and accessible as the transaction evolves – connecting findings across disciplines, anticipating downstream consequences and helping clients navigate the decisions that shape transaction outcomes. The agility of being an independent firm allows us to move quickly, avoiding unnecessary deal fatigue and costs.

Better transaction outcomes start with senior leaders empowered to deliver connected judgment
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They truly offer the best of both worlds.

“From initial transaction assessment through fulsome QoE reports and capital stack optimization, we continue to be impressed by the integrity and meticulousness Kalos places in ensuring capital providers have the data, analysis, and guidance needed.

They truly offer the best of both worlds – commitment and grit of a small shop with the bench strength of a large M&A advisory practice.”

- Director, Corporate Banking at a Global Top 10 Bank