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Past Deals

Deal Qualifications

The Kalos team has advised on 4,500+ financial due diligence and quality of earnings projects as well as 2,000+ valuations and financial modelling mandates, for a collective $175+ billion in transactions experience. We specialize solely in financial due diligence / Quality of Earnings (QofE), valuation, financial modelling, and fulsome transaction support on both the buy- and sell-side across North America and Europe. We have experience in numerous industries including energy, manufacturing, industrials, healthcare, consumer products, distribution, technology, agriculture, construction, infrastructure and services. Please reach out to us directly if you have any inquires on specific deal experience.

Select Canadian Financial Sponsor Transactions

Canadian private equity firm with $5+ billion in assets under management

Acquired

Canadian private technology company

Buy-Side Due Diligence Advisor

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Alberta private equity firm

Acquired

Canadian private energy services company with $200+ million in revenue

Buy-Side Due Diligence Advisor

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B.C. financial sponsor

Acquired

U.S. private agriculture manufacturing company

Buy-Side Due Diligence Advisor

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Ontario private equity firm

Acquired

Ontario private distribution company

Buy-Side Due Diligence Advisor

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Quebec financial sponsor

Acquired

Canadian private plastics manufacturing company

Buy-Side Due Diligence Advisor

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B.C. private equity firm

Acquired

U.S. private security services company

Buy-Side Due Diligence Advisor

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Saskatchewan private equity firm

Acquired

Canadian private lumber products manufacturing company

Buy-Side Due Diligence Advisor

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Alberta private equity firm

Acquired

Canadian private industrials and fabrication company

Buy-Side Due Diligence Advisor

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Select Canadian Strategic Transactions

Canadian private engineering & environmental company

Acquired

Canadian public company carveout of its environmental consulting division

Buy-Side Due Diligence Advisor

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Canadian private manufacturing and installation company

Acquired

Canadian private housing products manufacturing company

Buy-Side Due Diligence Advisor

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Canadian private waste management company (sponsor-backed roll-up)

Acquired

Multiple Canadian private waste management companies

Buy-Side Due Diligence Advisor

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Canadian public healthcare company (roll-up)

Acquired

Multiple Canadian private healthcare companies

Buy-Side Due Diligence Advisor

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Canadian private defense & fabrication company

Acquired

Canadian private machine shop with ISO accreditation

Buy-Side Due Diligence Advisor

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Canadian private building services company

Acquired

Canadian private commercial cleaning business

Buy-Side Due Diligence Advisor

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Canadian private energy marketing company

Acquired

Canadian private oil and gas midstream services company

Buy-Side Due Diligence Advisor

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Canadian HVAC (sponsor-backed roll-up)

Acquired

Multiple Canadian private HVAC companies

Buy-Side Due Diligence Advisor

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Select US and Cross-Border Transactions

New York private equity firm with $2+ billion in assets under management

Acquired

Private manufacturing & distribution company with operations in Canada and the U.S.

Buy-Side Due Diligence Advisor

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European Venture Capital Fund

Invested in

Californian private technology company

Buy-Side Due Diligence Advisor

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U.S. private equity firm with $1+ billion in assets under management

Acquired

Canadian engineering & renewables company

Buy-Side Due Diligence Advisor

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European private equity firm with $15+ billion in assets under management

Acquired

Multiple U.S. private infrastructure targets

Buy-Side Due Diligence Advisor

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Texas private equity firm with $4+ billion in assets under management

Invested in

Canadian private energy services sector company

Buy-Side Due Diligence Advisor

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U.S. private equity firm

Acquired

Multiple private housing materials & construction companies

Buy-Side Due Diligence Advisor

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U.S. healthcare roll-up

Acquired

Multiple private U.S. healthcare companies

Buy-Side Due Diligence Advisor

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U.S. Private Corporate Buyer with $1+ billion enterprise value

Acquired

Canadian private industrials & manufacturing company

Buy-Side Due Diligence Advisor

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Select Vendor Due Diligence Transactions

Canadian private technology company

Acquired

U.S. Private Equity firm with $150+ billion in assets under management

Vendor Due Diligence Advisor

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Solar Manufacturer with Canadian and U.S. Operations

Equity Raise

Various Canadian & U.S. LPs

Vendor Due Diligence Advisor

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Canadian private lumber component manufacturer

Majority Sale

Canadian Buyer

Vendor Due Diligence Advisor

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U.S. private food and beverage provider

Majority Sale

U.S. Financial Sponsor

Vendor Due Diligence Advisor

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Canadian industrial company

Acquired by

Canadian Pension Fund

Vendor Due Diligence Advisor

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Canadian private transportation and logistics company

Majority Sale

Canadian Buyer

Vendor Due Diligence Advisor

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U.S. Financial Services Firm

Minority Sale

U.S. Financial Sponsor

Vendor Due Diligence Advisor

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Canadian private energy services company

Majority Sale

Canadian Strategic Consolidator

Vendor Due Diligence Advisor

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Select Valuation & Modelling Mandates

Canadian private geothermal business

Acquired

Equity Raise

Valuation & Model Audit

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European infrastructure company

Project Financing

Canadian $1+ billion greenfield energy transition project

Model Audit

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Canadian Public Company

Acquired

Canadian private technology & intellectual property assets

Valuation & Model Audit

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Canadian & U.S. Franchisor

Acquired

Multiple food & beverage private companies

Model Audit

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Canadian public healthcare company

Acquired

Multiple private target companies

Model Build

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Canadian private mining company

Litigation Dispute

Shareholder dispute requiring a buy-out

Valuation & Litigation Support

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Canadian Private Aerospace & Technology Company

Recapitalization

Private Canadian company with U.S. operations and military contracts Schedule 1 debt

Valuation & Model Build

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