Kalos I Transaction Advisory

Consequential transactions are most vulnerable between specialties – where siloed expertise fails to connect findings to consequence. Identifying an issue is only the beginning. Impact depends on how that insight informs execution across the entire transaction.

A finding in diligence may affect valuation, financing, negotiation, transaction agreements, closing mechanics and post-close economics.

Meet the firm organized for transactions – not by service lines.

Founded by Big Four alumni, Kalos connects specialized expertise and judgment across disciplines and the transaction lifecycle, so findings are understood early, communicated clearly and carried forward as the transaction evolves. The result is better-informed decisions, stronger economic protections and improved transaction outcomes.

Our disciplines include:

• Financial Due Diligence / Quality of Earnings

• Valuation & Financial Modelling

• Transaction Tax

• Transaction Accounting Advisory

• Transaction Agreements & Closing Mechanisms

• Closing & Post-Closing Advisory

Kalos advises financial sponsors, strategic buyers and sellers, business owners, lenders and management teams on transactions across Canada, the United States and Europe, including cross-border mandates.

Kalos advises on approximately 200 transactions annually and is trusted by 20+ financial sponsors with more than $1 billion in AUM, Schedule I lenders, family offices, strategic acquirers and entrepreneurs.

Kalos’ team experience includes $475+ billion in transaction value advised, 5,250+ diligence mandates and 2,750+ valuations and financial models.