Meet the Kalos team

Mackenzie is the Managing Partner of Kalos LLP and co-founded the firm to fulfill her vision of adding value to the mid-market. She has advised on 350+ deals for $65 billion+ in transaction value. Mackenzie also sits on the Board of the Chartered Business Valuator (“CBV”) Institute.

​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 Professionals 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 and a lead Financial Due Diligence Manager at Ernst & Young LLP (“EY”). She is a former competitive hockey player, having represented Canada in international competition as the starting goaltender.

Travis is a co-founder and Partner at Kalos who leads the Closing Mechanisms & SPA Advisory practice. Travis co-founded Kalos after his experience as a finance lead for a multi-billion-dollar transaction 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 has notable experience in supporting deal closings, calculating and negotiating price mechanisms, damage and loss quantification, and disputes.

​Travis’ excellent client service and strategic thinking 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. Travis also achieved his U.S. GAAP accreditation.

Alex is a Senior Partner and has 20 years of experience in mergers and acquisitions, due diligence, financings, restructurings, forecasting and modelling, IPOs, post-deal integration, and strategy, with global experience covering North America, Asia, and U.K.

Previously, he was a Partner with a Big 4 accounting firm, where he lead the Western Canadian financial due diligence practice. Helping clients buy, sell, and finance businesses, and leading Global Transactions Diligence training. In 2008/9, Alex assisted with the multi-billion-dollar liquidation of Lehman Brothers in Asia, evaluating over $5 billion of assets, and selling assets to investors.

In parallel to his role at Kalos, Alex works directly for companies as an Interim Finance Executive, assisting with their acquisitions, integrations, capital raising, and establishing and growing their finance functions.​

Gerard is a Senior Partner with Kalos in the Valuation & Financial Modelling practice and contributes across the full transactions lifecycle. He brings 30+ years of experience in business valuations, strategy, governance and operations. Gerard is an active private company board Chair & Director, keeping him immersed in current business challenges & opportunities.

Previously, he was a partner with a Big 4 accounting firm, leading their regional valuations & business modelling practice supporting buy/sell transactions and litigation. In addition, he led the national power & utilities industry team and served on the firm’s Partnership Board.

Active in community service, Gerard was chair of Finance & Risk committees for both the Alberta Ballet and Junior Achievement of Canada. He currently is a member of the Institute of Corporate Directors Calgary Chapter Executive.

Terry is an Advisor in the Valuations & Financial Modelling practice. He has completed 225+ valuations for mergers, acquisitions, shareholder buy-ins/outs and disputes, estate freezes, employee stock ownership plans, and financial reporting. His experience spans across multiple sectors including retail, manufacturing, energy, financial, healthcare and technology.

He has completed financial models for multi-billion-dollar energy and infrastructure projects, intellectual property and intangible assets, as well as manufacturing and industrial projects. Terry has served as an expert witness in litigation dispute and loss quantification scenarios.

Terry began his career at BDO LLP and subsequently joined Deloitte LLP’s valuation and modelling team where he advised on complex projects for pension funds, public companies and private enterprises.

Katelyn is a Partner at Kalos and is focused on financial and vendor due diligence. Katelyn joined Kalos after nearly 10 years of experience with KPMG LLP.

​She served as a Senior Manager in Transaction Services, executing due diligence on deals throughout North America totaling over $2 billion in transaction value. Kate has spent her career focusing on private enterprises and middle market businesses advising on acquisitions, divestitures and growth.

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, and technology.

Peter is a Director with Kalos and has 12+ years experience providing financial due diligence on both the buy-side and sell-side at KPMG (UK and Canada) and RSM (US and Canada) on deal sizes ranging from $5 million to $10+ billion.

Peter is a trusted advisor to private equity, pension funds and corporate clients across a diverse range of industries including consumer products, industrial products and services, professional services, healthcare, technology, energy services and infrastructure.

Peter also holds expertise on share purchase agreement (“SPA”) reviews including closing purchase price adjustment mechanisms and negotiating targets.

Kailin is a Director with Kalos advising on financial due diligence, valuations and financial modelling mandates. Kailin joined Kalos after spending 3 years with a consolidator where she was the Director of Acquisitions and executed 80+ transactions.

Kailin led the transactions process from start to finish, including the valuation and negotiation phase, due diligence, tax restructuring, deal closure, post deal integration, purchase price accounting and acquisition performance review.

Prior to her lead role in acquisitions, Kailin spent 7 years with KPMG LLP. She served as a Senior Manager on large public audit clients, including global experience across North and South America and New Zealand. Kailin is a technical expert in IFRS and U.S. GAAP.

Alex is a Senior Associate Director with Kalos and his career has centered on mid-market businesses with experience in various industries including manufacturing, industrials, construction, healthcare and technology.

Alex joined Kalos after 2 years of transaction experience at Grant Thornton LLP focused on due diligence and 2.5 years in the audit practice at Deloitte LLP.

He also has notable valuation experience, holding his CBV designation as well as technical expertise in ASPE and IFRS.

Harshal is an Associate Director at Kalos LLP with over 7 years of experience in financial due diligence, supporting both buy-side and sell-side transactions across diverse geographies and industries. Prior to joining Kalos, he spent 4 years with Deloitte in India, 2 years with PwC in London (United Kingdom), and 1 year with Ironsides Advisory, one of the largest boutique QoE firms in the United States.

He has advised clients across healthcare, manufacturing, financial services, and technology, bringing deep technical expertise in IFRS and U.S. GAAP. Harshal is also a CFA Level III candidate.

Joseph is an Associate Director at Kalos LLP, an experienced mid-market transactions and valuation professional with deep sector breadth and technical depth. He brings more than six years of experience  across valuations, financial modeling, deal structuring, project finance, and purchase price allocations, having worked in oil & gas, energy services, manufacturing, healthcare, power & utilities, and
renewables.

Prior to joining Kalos, Joseph spent two years in a corporate development role at a major power company, where he led and executed strategic sell-side and buy-side M&A transactions focused on the
renewable energy space. He also spent over four years at Ernst & Young LLP in the Valuations, Modeling & Economics and Audit & Assurance groups, building foundational expertise in financial reporting, valuation methodologies, and complex deal execution.

Stefan is an Associate Director with Kalos and his career has centered on mid-market businesses with experience in various industries including E&P, energy marketing, energy services, utilities,  construction, aviation, manufacturing, healthcare including medical and dental practices, staffing, technology, REIT, and public sector.

Stefan joined Kalos after 2+ years of deals experience at Deloitte LLP in the Transaction Services group and 3+ years with the Audit Group at Deloitte previously.

He holds a CPA designation and has technical expertise in ASPE and IFRS.

Jacob is an experienced finance professional with a strong background in business valuation. His expertise spans the mid-market segment across a diverse range of industries, including oil and gas, financial services, environmental services, software-as-a-service, manufacturing, and retail.

Jacob joined Kalos after 3+ years of valuations experience as a Designated Professional and Manager at MNP LLP. Prior to that, he spent 2 years in the audit practice at Deloitte LLP.

Halina is an Associate Director at Kalos with transaction and valuation experience focused on the mid-market across several industries including oil and gas, pension funds, power and utilities, and renewables.

Prior to joining Kalos, Halina worked in Corporate Development at ATCO Enpower, where she was actively involved in financial modelling, due diligence, and strategic analysis of development projects.

Halina spent 2+ years at KPMG’s Valuation practise, where she conducted business valuations and prepared purchase price allocations (PPAs) for financial reporting and tax purposes across a broad range
of industries. Prior to that, she spent 2.5 years in the audit practice at KPMG LLP.