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.
Access to the Top Players
Expert Professionals
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Whether your deal is $1 million or $1 billion, you receive the full attention of expert professionals each with 10+ years of experience.
Boutique Service
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Big 4 bench strength with boutique-level service means that we are available when you need us.
Transaction Experts
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We specialize exclusively in financial due diligence, valuation, and transaction support.
Passionate Team
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Our team of expert advisors share passion for adding value to clients.
Mackenzie Regent, CPA, CA, CBV
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 250+ deals for $30 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 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.
Alex Henderson, MSc, CA
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.
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.
Previously, he was a Partner with a Big 4 accounting firm, 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.
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 .
Travis gained significant experience in IFRS and US GAAP accounting frameworks, having also achieved his U.S. GAAP accreditation.
Katelyn Rahey, CPA, CA
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.
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.
Brendan Ogloff, CPA
Brendan joined Kalos after spending four years with a private equity and asset management firm where he became well-versed in executing acquisitions, financings and capital deployment for initiatives amounting to more than a billion dollars in transaction value.
In addition to M&A, Brendan also led the financial and compliance functions for a corporate group of more than 20 entities with annual revenues ranging from $20-$30 million. Brendan articled with Collins Barrow LLP, which helped him build a foundation in accounting, advisory and tax.
Terry Chan, CPA, CA, CFA, CBV
Terry is a Partner and the Head of Valuations at Kalos. He has completed 200+ valuations for mergers, acquisitions, shareholder buy-ins, buy-outs and 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.
Terry began his career at BDO LLP. He then joined Deloitte LLP as manager of valuation and modelling where he advised on numerous complex projects for pension funds, public companies and private enterprises.
