Rachel Fung

Event Description: In today’s ever-changing economic landscape, companies face immense pressure to optimize their workforce, streamline processes, and adopt digital solutions. However, the real challenge lies in measuring the success of these initiatives. How can you effectively assess their impact? How do you identify areas...

Event Description As deal volumes rise in 2024, market uncertainties and a reduced pool of desirable assets are prompting both buyers and sellers to dig deeper during the due diligence process. To help businesses navigate this landscape, Sapling Financial Consultants presents a two-part webinar series...

Toronto, ON, September 27, 2024 — Sapling Financial Consultants, the boutique financial consulting firm filling a market gap with lower mid-market private equity firms and their portfolio companies, as well as boutique investment banks and entrepreneurs, announced today it has been named one of...

A leveraged buyout (LBO) is a common financing strategy employed by private equity (PE) firms for acquiring companies. An LBO involves acquiring another company using a significant amount of borrowed funds to fund the cost of the acquisition, using the assets of the target...

We're delighted to share some thrilling updates with you! Sapling Financial Consultants Inc. has been honored with the CanadianSME Small Business Awards 2023 for Best Professional Services. On June 7th, 2024, our Co-Founder & CEO, Rob, together with Co-Founder & Partner, Andreea, Senior Engagement...

Event Description: Sapling was excited to participate in the 2024 ACG Great Lakes Capital Connection (GLCC) conference, held in Cleveland from September 4 to 5. As a proud sponsor of this vibrant event, we reaffirmed our dedication to supporting the M&A community. With 1,000 influential...

Efficient data management is essential to every company’s success. It involves the automated organization, storage, and retrieval of data to ensure consistency, integrity, and security. This enables an organization to streamline processes, eliminate redundancies, enhance security, and facilitate cross-departmental sharing of information through effective...

An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.

The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.

Sapling was approached by a supplement distributor to automate the processes between their online order system and accounting system and eliminate the manual aspects of the workflow.