Case Studies

An investment firm based in Canada was looking to upgrade their existing spreadsheets that they used for calculating key portfolio return metrics, as it was currently very manual intensive and had a high potential for human error. The firm approached Sapling to develop a streamlined...

A designer and manufacturer of promotional products had just secured their most significant client. The company was concerned about its run rate given the significant ramp up required to meet the needs of its new client

A large Canada-based fintech company approached Sapling to build a customized M&A model for the acquisition of three smaller UK-based fintech entities. The model includes various revenue and cost factors, unique to each target entity. The requirement was to build an integrated model, having GBP and CAD values, with 5-year...

A high-end life insurance-focused wealth management firm has been working with Sapling for over 2 years on modelling to assist with selling policies to ultra-high-net-worth individuals and not-for-profit organization

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 government agency hired Sapling to provide an independent, third-party review and due diligence of loan applications above $1M submitted by small and medium-sized businesses

A growing investment manager with a large, cross-country sales team was struggling to track and approve expenses in a timely manner. Moreover, their existing, spreadsheet-based system provided little insight into cost savings opportunities. They approached us to assist with developing and/or implementing a solution

The company engaged us to assist with restructuring an existing model and building out additional functionality. The client was in the process of reaching out to prospective investors and needed an improved, investor ready model for presentation and internal reporting

The company was looking to better extract insights from multiple sales channels across a broad range of product lines for both Wholesale and DTC e-commerce customers

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...