October 2026 | 9 rapidly to meet the evolving needs of the market. Over the past 12 months, the firm has expanded its advisory capabilities into four new areas, welcomed six new partners, established a five-office North American presence and completed its first eight-figure capital raise, while continuing to invest in the infrastructure required to support approximately 200 transactions annually. Underpinning these developments is a deliberate approach to growth, including a willingness to step back from opportunities that do not align with the firm’s long-term vision. Mackenzie added: “Growth is valuable only if the firm becomes stronger as it grows.” Rather than pursuing geographic expansion for its own sake, Kalos has focused on opportunities that strengthen its capabilities, deepen its client relationships and support its long-term vision. For clients, this promotes further trust. Detailing some of the plans defining Kalos’ pipeline over the next five years, Mackenzie spoke of its goal to become the most trusted transaction advisory firm in North America, and how this starts with it continuing to build a transaction advisory platform that is genuinely integrated across the continent. This involves connecting financial due diligence, valuation, tax, transaction accounting, purchase agreement advisory, closing mechanisms and post-closing execution around the way clients actually experience transactions. It is also impossible to ignore the role technology will play in the future of almost every business, and Kalos is no exception. The firm is thus continuing to invest in data, automation, and AI-enabled workflows, enabling it to improve speed, consistency, and insight, all whilst being deliberate about preserving the professional judgement its clients expect. Mackenzie summarised: “Over the next five years, we will continue to deepen our presence in key Canadian and US markets, attract exceptional senior talent, and build the commercial and technology infrastructure required to scale – all without losing the entrepreneurial culture and senior-level client experience that distinguish Kalos today.” As this standout transaction advisory firm in North America continues to work towards its long-term vision, Mackenzie was excited to share with us that 2026 has itself been full of milestones, including continued development of its integrated advisory platform and expansion into New York and Los Angeles. The expansion into New York and Los Angeles represents more than the establishment of new offices. By bringing experienced transaction advisory leaders into the platform, Kalos is strengthening its ability to connect financial diligence, transaction agreements, negotiation, closing mechanisms and post-closing execution across jurisdictions. This reflects a broader trend within Kalos, with clients increasingly engaging multiple disciplines on the same transaction. By carrying issues from financial due diligence through negotiation, closing and post-closing execution, the firm seeks to reduce fragmentation and provide greater continuity of advice throughout the transaction lifecycle. With this in mind, we asked Mackenzie to take a step back from Kalos’ position now and explain how someone just starting out in the world of transactions could begin to establish themselves. She replied: “Learn how transactions work on a broader level. Understand what matters to buyers, sellers, lenders, management teams and other stakeholders, and learn to translate analysis into consequences and decisions. I would also encourage people to be curious beyond their immediate workstream. Ask why a diligence finding matters to the purchase agreement, how working capital affects value, or what happens to an issue after closing.” “Transactions are a small world, and trust built early in a career can follow you for decades.” A transaction-first firm set apart by a mix of deep expertise, a unique philosophy, and a commitment to upholding the values associated with its name, Kalos Transaction Advisory is more than deserving of being recognised as the Best Financial Due Diligence Firm 2026 – North America as part of this year’s Corporate Excellence Awards feature. More on the service, deals, and professionals behind this title can be found at the link listed below. Contact: Mackenzie Regent Company: Kalos Transaction Advisory Web Address: https://www.kalostransactions.ca/
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