The company was looking to expand their operations through the strategic purchase of a US-based entity with a price range of US$20-60M. Key to making the deal work and raising mezzanine debt financing was determining the right price without overpaying. They engaged Sapling to assist with the due diligence process
We developed a best-in-class financial model showing separately both the Acquirer’s financials and Canadian tax forecasts, as well as the Target’s operations and financials and US tax forecasts
The model has the US entity operate separately and pay dividends out as cash becomes available, showing the true impact on cash flow, and allowing for precise calculations of NPV and IRR across different scenarios
The model was presented to the Board and became essential in making decisions on the price of the bid
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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