DUE DILIGENCE APPLICATIONS
Kalos assists its clients every step of the way. We offer a free consultation if you would like to explore how we can work together. Read below for an overview of typical due diligence applications.
BUY SIDE
Would you buy a house without a home inspection?
Let us safeguard your investment.
A buy side mandate is typically split into two phases:
Phase 1: Bid Support
We help you evaluate the potential opportunity, enter negotiations, and arrive at the right bid amount. We analyze the major items at a high level to support the bid, while being mindful that the deal is still in early stages and being sensitive to fees. Accordingly, we identify the key areas to take a deeper dive on if the deal progresses to the next stage.
Phase 2: Financial Due Diligence
Here our firm performs thorough analysis on each of the components of your purchase price to refine the final deal value. This includes items like Quality of Earnings / Adjusted EBITDA, Net Working Capital, Debt and Debt-Like Items, Capital Expenditure requirements, etc.
Kalos also identifies the Company's key drivers for success post-close. This will enable you to have confidence in your ability to operate the business successfully before you take control.
SELL SIDE
You know your business, we know deals.
Together, let's maximize your sale price.
We're familiar with deal best practices, the questions buyers ask, and the elements that make a successful deal. Kalos arms you with the ability to tell the compelling story of your business with the corresponding financial analysis you need to spark, and more importantly keep, a buyer's interest.
Let Kalos help you prepare, so that the moment you engage with a potential buyer to the moment the deal closes, you have confidence that you have represented your company as best as possible to maximize your sale price potential.
FINANCINGS
Your business is growing and you need access to capital to take advantage of the opportunities in front of you.
We are former bankers familiar with the capital raising process. Our firm will help you prepare in a way that will make the process smoother and more successful whether you need to support an equity or debt financing.
Kalos provides independent reports that will give credibility to your investors and lenders to get the raise done.
FINANCIAL SPONSOR
You know deals and finance. We are additional horsepower, assistance with technical accounting, an objective second opinion, and writers of a report to go to your investor or credit committee.
Whether you need additional horsepower to execute across the entire deal cycle, need specific due diligence expertise, or want a second opinion - our team is comprised of Big Bank and Big 4 accounting professionals with significant experience in technical accounting, due diligence, investment banking and management consulting (including performance improvement and post-close integration).
Deal Execution
Two heads are better than one. Let us help you ensure you have covered your bases, identified and quantified accounting impacts, and arrived at the right valuation for the various elements of your purchase price consideration.
Kalos also identifies key operating metrics and quick-wins on a go-forward basis so you are empowered to manage the Company post-close.
Portfolio Operations
Our team of Chartered Professional Accountants can help you optimize your portfolio companies. The Kalos team includes a former Project Manager that has overseen hundred million dollar finance transformation projects and deal integrations for multi-billion dollar companies.
INDIVIDUAL INVESTOR
I've been approached about a deal opportunity that I need help evaluating, structuring and executing.
Let our team comprised of Big Bank and Big 4 accounting professionals with significant experience in running deals, technical accounting, due diligence, investment banking and management consulting help you decide on the best course of action.
We will assist you every step of the way. We offer a free consultation if you would like to explore how we can work together.