Kalos has overseen dozens of successful transactions in the last 12 months. In one notable deal, they advised a strategic buyer in the execution of their grow-by-acquisition strategy. The Kalos team helped the client save approximately 30% of the original price by renegotiating the valuation mechanism for normalized EBITDA. In addition to this, Kalos served as a vendor due diligence advisor to a private company that was approached by a financial sponsor with more than $150 billion in assets under management for an unsolicited buyout. Kalos was responsible for advising the seller and leading negotiations related to revenue run-rate and contribution margins. The firm’s work resulted in the seller realizing an increase of approximately 67% to the final purchase price. On another occasion, Kalos advised a financial sponsor who was planning to purchase approximately 80% of a manufacturing business that sources raw materials from around the world. Through the diligence process, the firm was able to help their buy-side client realize a 25% reduction to the purchase price by identifying inventory adjustments and negotiating networking capital mechanisms. Considering the value they have generated on transactions for clients, it is no surprise that Kalos has received many positive referrals that frequently acknowledge the efficiency and dedication of their team. For example, one senior lender of a Top 10 global bank comments that Kalos provides, “The best of both worlds: commitment and grit of a small shop with the bench strength of a large M&A advisory practice. Clear communication, quick turnaround, comprehensive due diligence, and an impressive network of resources. For any buyer/seller, large or small, I would not for a second hesitate to recommend their services.” As a result of its continued excellence, Kalos has been awarded Mid-Market Transactions Advisory Firm of the Year, Canada, in the Corporate Excellence Awards 2023. We extend our sincere congratulations to Mackenzie, Travis, and their team for this commendable achievement. In light of its accomplishments in the last 12 months, there is no doubt the company will continue to help its clients get the most out of their transactions for many years to come. Contact: Mackenzie Regent Company: Kalos LLP Web Address: www.kalostransactions.ca Kalos LLP: Financial Due Diligence Advisors for the Mid-Market Kalos LLP is an internationally recognised boutique CPA firm based in Alberta that was founded in 2019. The firm’s team of experienced Chartered Accountants and Chartered Business Valuators guides mid-market businesses and financial sponsors through the merger and acquisition process. As a result of the excellent quality and service they provide, Kalos has been awarded MidMarket Transactions Advisory Firm of the Year, Canada, in the Corporate Excellence Awards 2023. Kalos was established by Co-Founders Mackenzie and Travis Regent, two experienced finance professionals, who were recent alumni of the Big 4 accounting firms at the time. The pair was inspired to embark on a new mission together, and tap into their entrepreneurial spirits, after honing a multitude of important skills while working for some of the world’s largest financial institutions. They noticed a lack of accessible services for mid-market companies and small businesses and knew they could build a firm to fill this gap. The product of this idea is Kalos: a CPA firm that has the depth of expertise businesses typically expect to find in only the largest corporate firms, combined with the ability to provide personal, boutique-level service. Kalos specialises in the provision of financial due diligence (quality of earnings), valuation and financial modelling, and transaction support (SPA review, etc.). This transactions specialisation means that clients are guaranteed to receive high-quality services, delivered by a team of experts in their field. Financial due diligence involves closely analysing a transaction to ensure the client is equipped with the information needed to maximize value and get the best deal possible. This empowers clients to close deals with confidence, knowing that the transaction has been evaluated by an expert and independent team. Kalos primarily serves financial sponsors as well as public companies and private enterprises that are looking to grow through acquisition or complete divestitures. By providing quality of earnings and valuation reports, they have supported numerous financial sponsors across North America and Europe with over $1 billion in assets under management on both the buy and sell-side. As a boutique firm, Kalos has the agility required to customize the due diligence process for each client, focusing on what a particular deal requires. Each client receives an individualised scope of work that focuses on the areas that add value while avoiding excess cost on unnecessary items. Kalos believes that being a trusted advisor means conducting a due diligence process that is built to create solutions, rather than just identify problems. When clients enlist the support of Kalos they can trust they will receive the full attention of their team and senior leaders, regardless of deal size. In addition to every team member being a CPA, the Kalos team approaches transactions from a diversity of thought leadership with team members coming from various backgrounds including investment banking, valuation, private equity and management consulting. The tenured team at Kalos has advised on more than $75 billion in transaction value, 350+ financial due diligence mandates, and 250+ valuations. In addition to their expertise, all members of the team possess a genuine passion for adding value to their clients’ deals, which enhances the standard of service they deliver. To further guarantee its provision of high-quality services, the Kalos team embraces seven core values. These are integrity, excellence, care, courage, grit, trust, and ownership. “Kalos primarily serves financial sponsors as well as public companies and private enterprises that are looking to grow through acquisition or complete divestitures. By providing quality of earnings and valuation reports, they have supported numerous financial sponsors across North America and Europe...” Jun23416
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