Calgary-Based Transaction Advisory Firm Kalos LLP Announces U.S. Expansion to Los Angeles and New York

Kalos Founder Speaks to International Investors at Canadian Global Growth Forum Monday

Kalos, a Calgary-based independent transaction advisory firm, announces the launch of its U.S. operations and the opening of offices in Los Angeles and New York, increasing the firm’s ability to support clients across North America.

Kalos is expanding in the U.S. market by building on what has driven its growth to date: assembling experienced local leaders who bring both deep transaction expertise and a shared commitment to the people they work alongside and the clients they serve. Together, the firm’s U.S. leadership brings decades of experience spanning the transaction lifecycle, from pre-LOI through post-closing.

With approximately one-third of Kalos’ mandates already centered on advising U.S.-based clients, the new office presence reflects the increasing cross-border client demand. It also supports the firm’s unique strategy of bringing together specialized expertise on one team, across the transaction lifecycle.

“We exist to break down traditional service-line silos. We know that details discovered during the diligence process can affect valuation, financing, negotiation, transaction agreements, and closing mechanics, which ultimately affect the economics realized,” said Mackenzie Regent, Managing Partner of Kalos. “Our U.S. expansion strengthens our ability to bring this connected judgment approach, and the direct senior involvement that our clients rely on, to a broader North American market.”

Why Independent Deal Advisory?

Kalos’s agility has been a part of its ethos since the firm’s establishment in 2019. Its reputation for specialist knowledge in transaction economics has grown throughout North America, especially as shifting trade environments and geopolitical circumstances have contributed to volatility in M&A markets. Clients want advisors who do not just identify risk, but can distinguish what matters, understand the impact, and identify opportunities amongst the noise.

“Our objective is not simply to add offices. It is to build local teams that are deeply connected to the markets they serve, while operating as one firm across disciplines and locations. As transactions become more complex, the value of specialist expertise increasingly depends on whether the people advising you propose the right decision, at the right time,” said Regent.

“Our team has seen firsthand how hulking bureaucracy can simply hobble a deal. That’s why we make client responsiveness, transaction stewardship and team integration our top priorities.”

Trusted International Perspective

Kalos is the co-presenting sponsor of the inaugural Canadian Global Growth Forum being held in Toronto today, alongside BDC. Kalos’s Mackenzie Regent will be speaking on “Opening Canada’s Private Capital Market to the World,” as the firm is increasingly relied upon for its international perspective.

About Kalos: 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. This results in better-informed decisions, stronger economic protections, and improved transaction outcomes. Kalos specializes in Financial Due Diligence, Valuation & Financial Modelling, Transaction Tax, Transaction Accounting Advisory, Transaction Agreements & Closing Mechanisms, and Transaction Economics Resolution.

Source : Kalos LLP – Independent Transaction Advisory