Corporate Vision Kalos Transaction Advisory: The Firm Organised for Transactions BuiltbyalumnioftheBig4,KalosisanindependentNorth American transaction advisory firm headquartered in Calgary, Canada, with offices in Calgary, Vancouver, Toronto, New York and Los Angeles. Organised for transactions instead of service lines, Kalos advises financial sponsors, strategic buyers and sellers, business owners, lenders, and management teams throughout the transaction lifecycle. As it is named Best Financial Due Diligence Firm 2026 – North America in this programme, Mackenzie Regent, CoFounder and Managing Partner of Kalos, caught up with us for more. In ancient times, ‘Kalos’ was a term used to describe only the most honourable, morally virtuous soldiers on the battlefield. Whilst its work thousands of years later is a far cry from this, Kalos Transaction Advisory has nevertheless chosen this name as a reflection of the high standards it sets for itself across everything it does. For its clients, the name of this leading transaction advisory firm speaks to its integrity, excellence, and the pursuit of doing things well – for its clients, colleagues, and across the transactions it is entrusted with. With capabilities spanning financial due diligence, valuation and financial modelling, transaction tax, transaction accounting advisory, transaction agreements and closing mechanisms, and closing and post-closing advisory, Kalos is building an integrated advisory platform designed to steward better transaction outcomes for clients. These better outcomes begin with good judgement, exercised by good people. Kalos realises this through a differentiator it calls Connected Judgement: the belief that better transaction outcomes require professionals who understand not only their own technical disciplines, but also how their work connects to the broader transaction and its commercial consequences. This transaction-first approach distinguishes Kalos from traditional professional services firms, which are typically organised around siloed, individual service lines. Another concept integral to Kalos is Transaction Stewardship, which reflects the firm’s commitment to carrying important issues through the lifecycle of a deal. Rather than allowing insight to become disconnected from consequence as the deal moves between disciplines, advisers or transaction stages, Kalos ensures matters are appropriately carried forward. Again, this comes back to the belief that clients experience transaction outcomes, not service lines, and that this is where the firm needs to position itself to add the most value for them. Exploring this in more detail, Mackenzie told us: “An issue identified in financial diligence may affect tax, the purchase agreement, working capital, accounting treatment, valuation, or post-closing matters. Our model is designed to connect those implications rather than leave the client to bridge the gaps.” This requires more than technically correct work. It means understanding the consequences of its findings and helping clients to make better decisions. And this is something that starts right from within. The blend of real technical depth and an understanding of where their work fits into the firm as a whole is the basis of a team and a culture that are both highly collaborative and intentionally humble. Quick growth has followed, but the firm has worked hard to preserve an environment where people can ask questions, challenge one another, share unfinished thoughts, and pull in the right expertise, all without people having to worry about hierarchy or boundaries. “Culture is not separate from performance in transaction advisory; it directly affects it.” Transactions move quickly, often involve imperfect information, and require professionals to exercise sound judgement under pressure. In that environment, trust, responsiveness and collaboration directly influence the quality of advice and the outcomes achieved. To cultivate these qualities across Kalos, the firm invests heavily in coaching and in-person time, allowing people from across disciplines and even offices to build relationships with one another. For Kalos, this is what success looks like: delivering successful outcomes whilst building a place where talented people can do the best work of their careers. Building on its technical quality, culture and the trust of its clients, Kalos has focused on preserving these foundations while scaling
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