New York, NY and Toronto, ON, March 26, 2026 – Sapling Financial Consultants, a Toronto-based boutique financial consulting firm specializing in serving mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, today announced the expansion of its U.S. presence into New York. Driving this growth is the appointment of Billy Snider, MBA, as Head of New York Partnerships. A sales and business development leader with more than 20 years of experience across Fortune 100 and high-growth environments, Snider brings a relationship-first approach and deep knowledge of the financial services landscape to the role.
New York represents one of the world’s most active markets for private equity, M&A and mid-market financial activity — a natural fit for Sapling’s core offerings in financial modelling, due diligence and data analytics. With over 75% of Sapling’s clients based in the United States, the expansion reflects the firm’s commitment to building deeper, long-term relationships in the markets where its clients operate.
“Atlanta showed us what’s possible when we put boots on the ground in a market where our clients operate, and New York is the logical next step,” said Rob Hong, co-founder and CEO of Sapling Financial Consultants. “The demand for high-quality, tailored financial consulting in the mid-market continues to grow, and with Billy leading our business development efforts in New York, we’re well-positioned to serve that demand.”
With offices in Toronto, Atlanta and now New York, Sapling Financial Consultants continues to expand its North American footprint, helping private equity firms, founders and executive teams make better financial decisions.
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About Sapling Financial Consultants
Founded in 2015 by Rob Hong and Andreea Lupascu in Toronto, Sapling Financial Consultants is a financial modelling, due diligence and data analytics firm that combines technological innovation with financial comprehension. In 2025, the Toronto-based boutique financial consulting firm opened its first U.S. satellite office in Atlanta, Georgia, and followed by a New York office in 2026. Sapling was named one of Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine in 2024 and 2025, awarded a 2023 CanadianSME Small Business Awards for Best Professional Services and Ragan Communications Workplace Wellness Award – Learning & Development. Committed to excellence in their craft and empowering mid-sized businesses, the firm champions affordable, high-calibre financial and analytical solutions, providing the tools for sustained growth and strategic advantage in a dynamic market landscape. For more information about Sapling Financial Consultants, visit www.saplingfinancial.com.
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