Financial Modeling

A company growing rapidly through the combination of organic growth and acquisitions engaged Sapling to develop a financial model that could be used to show to potential investors, as well as evaluate requirements needed to finance new acquisitions

A nursing home corporation was looking to re-develop their facility, through combined funding  from municipal and government sources. They hired BDO to build a financial model to aid the company evaluate the most optimal approach of funding the construction project: receiving a lump sum from...

A multinational mining company used Sapling’s analytics and financial modelling services in a negotiation process with a government regarding the taxes that the company owned to the province, based on sales of metal assays done to third party vendors

An electricity transmission operator is launching a new project that will require a significant capex to move electricity from a low-cost to a high-cost jurisdiction. They approached Sapling to build a financial model to assist with (a) pricing the transmission, and (b) obtaining financing

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...

Sapling was engaged to build a five-year model with the forecasted growth and other variable factors, including synergy initiatives planned for the group companies for internal restructuring. The model involved multiple revenue lines, cost factors, their seasonality and synergy benefits for various planned initiatives, including...

A sustainable food and agricultural company in North America had previously engaged Sapling to develop an in-depth financial model outlining the operational and return metrics of opening a new farm. Following this, Sapling was re-engaged to build a Monte Carlo (MC) model simulating the return...

A company working as intermediary for various government driven healthcare initiatives approached Sapling to assist them with setting up a costing model that would help them allocate their direct and overhead costs to appropriate projects for better insight on their project profitability

A private equity firm based in the US contacted Sapling to generate a custom LBO model template, which could be reused over the course of a few years. Given the small size of the firm, the company wanted the model so they did not have...