Case Studies

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...

A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.

A specialty finance lender hired Sapling to deliver a Field Exam Report and corresponding Exam Workbook for a specific client.

A credible and defensible valuation to support a minority equity buyout in a wind farm operation, requiring enhancement of the forecast model and preparation of a DCF-based valuation report.

An assessment of software and resource usage to uncover inefficiencies and identify cost-saving opportunities.

Sapling was engaged by an automated material-handling technology company, as part of a search fund acquisition process, to conduct a QoE analysis ahead of a potential acquisition. The work validated historical earnings, assessed recurring revenue quality, and identified key financial drivers critical for valuation and...

The CFO of a company focusing on re-refining process hired Sapling to build a financial model focused on modelling the build, operations, and financing of a new production facility in the US.

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The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset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