CV July 2025

Corporate Vision transactions across Canada, the U.S., and Europe,” said Mackenzie. “We are trusted by top financial lenders and industry leaders for delivering precise, actionable insights that turn complex deal challenges into strategic advantages.” To date, Kalos has advised on over $125 billion in transactions, completing more than 4,250 due diligence mandates and 375 Chartered Business Valuator assignments. For its success in the field, Kalos has established a remarkable number of longstanding industry relationships that are steeped in trust, reliability, and respect. This network has enabled the firm to amass a number of glowing testimonials from prestigious clientele, demonstrating its unparalleled understanding of the market, and exactly what it takes to thrive in such an environment. The Managing Partner of a private equity firm reported: “Kalos has been integral to the success of our acquisition process, coming up with unique structures we have used to close. The Kalos team is able to get up to speed incredibly quickly and carry the weight of the diligence process with ease. Kalos has provided our firm with the comfort required to move forward expeditiously on our transactions.” While the Director of a top ten global bank said: “The best of both worlds: the 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 or seller – large or small – I would not for a second hesitate to recommend Kalos’ services.” And finally, the President of a financial sponsor wrote: “I’ve worked with Kalos on our last few acquisitions after transitioning from a Big 4 firm. Kalos has been the better diligence advisor by going above and beyond the required information. Kalos has helped our firm create millions in value, often by stepping out of the box of what we had come to expect from a diligence provider.” The firm cites its internal culture as an integral part of its significant success. Since its inception, Kalos has worked tirelessly to assemble a world-class team of top professionals from across the industry, each possessing an unfaltering passion for building businesses and driving growth. With backgrounds spanning more than a decade in Big 4 firms, investment banking, and corporate finance, each member of the Kalos team brings both unrivalled depth and toptier agility to every engagement. The team’s excellence speaks for itself; in October and November 2024 alone, Kalos was entrusted to deliver 36 Quality of Earnings reports – a remarkable volume in such a short span. Even more telling, nine of those reports were commissioned by multi-billion-dollar funds, underscoring the firm’s reputation as a trusted diligence partner for high-stakes transactions. This level of demand is a direct reflection of Kalos’ renowned capacity to handle complex, time-sensitive work at scale, as well as the confidence top-tier investors place in the firm’s expertise. Whether buy-side or sell-side, Kalos remains the goto advisor for clients seeking fast, accurate, and insightful financial analysis when it matters most. Moving forward, the firm understands the importance of keeping a close eye on market developments, as data analytics and artificial intelligence continue to transform the ways in which businesses can collect and synthesise data to drive meaningful insights. To stay abreast of such developments, Kalos has developed a world-class team of financial data engineers and business intelligence experts on hand – ready to assist the firm in its mission to remain on the very cuttingedge of technology. We at Corporate Vision wish Kalos the very best with its forward-thinking endeavours, as it receives the well-deserved title of North America’s Best Financial Due Diligence Firm 2025. Kalos LLP: Big 4 Expertise, Boutique Precision Strategic deals do not only need numbers – they need nuance. Behind every successful transaction is a team that knows where the risks lie, what the value looks like, and how to bring it all together. When the pressure is on, businesses turn to trusted experts to navigate the financial complexity – which is precisely where Kalos steps in. Specialising in financial due diligence, valuation, and transaction support, the firm has been named in the Corporate Excellence Awards 2025. Join us below as we heard more from CoFounder and Managing Partner, Mackenzie Regent. Based in Calgary, Alberta, Kalos is an internationally recognised and award-winning firm delivering unparalleled services focused exclusively on financial due diligence and quality of earnings, valuation, and transaction support. The firm was founded by Big 4 alumni with entrepreneurial spirit, enabling it to combine Big 4 bench strength and world-class diligence expertise with the unique agility and focus of a boutique firm. The name 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. In reverence to this tradition, Kalos upholds the ethos of maintaining the highest standard in everything it does. Driven by core values of grit and care, Kalos has leveraged its roots to establish itself as a trusted partner to its clientele – providing them with peace of mind so they can close their deals in confidence. “We founded Kalos to reinvent the professional firm experience,” Mackenzie explained. “We are committed to going beyond what has become expected of professional services by delivering reliable and timely support, tailoring services unique to your transaction, and achieving extraordinary outcomes together.” To this end, Kalos offers a focused but rich suite of services, with select core specialisms: financial due diligence, helping clients to access the quality of earnings, working capital, and potential risks in a target company – a service crucial for both buy-side and sell-side transactions; valuation services, providing independent, defensible business valuations for acquisitions, divestitures, shareholder transactions, and financial reporting; and transaction support, offering advisory services on deal structuring, closing mechanisms, and postdeal integration, including support with share purchase agreements and price adjustment clauses. In a competitive market, Kalos stands out for its exceptionally delivered services. Whether a client’s deal is $1 million or $1 billion, they will receive the full attention of Kalos’ passionate team of expert advisors, who each possess more than a decade of experience in the field. The firm has leveraged this vast experience to specialise exclusively in financial due diligence, valuation, and transaction support, delivering a depth of expertise that few can match. Through this specialised approach, Kalos offers clients the clarity, rigour, and responsiveness essential to navigating complex transactions with assurance, solidifying its position as a trusted leader at the forefront of the market. “Kalos has advised some of the world’s largest private equity firms and corporations – helping shape over a dozen multi-billion-dollar firms’ AIM-Apr25148 Contact: Mackenzie Regent Company: Kalos LLP Web Address: www.kalostransactions.ca

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