Case Studies

The firm approached Sapling to assist in maintaining and improving their internal financial model for a target company they were intending to purchase. While the private-equity firm had multiple strategic partners who brought a breadth of experience in different industries, they did not have an internal associate...

Sapling was engaged to build an activity-based costing (“ABC”) model for the purposes of better understanding the client's cost drivers at a SKU and customer level. While the client had an internal finance team and an operating ERP system, their systems did not provide insight...

An M&A firm approached Sapling to assist them in undertaking quality of earnings analysis on an identified target entity. They requested a detailed report analyzing various aspects of revenue and expenses, for diligence on the quality and value recognized in financials, and also propose adjustments...

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

Sapling was engaged to provide interim financial planning and analysis services, taking ownership over the weekly cash flow forecasting process, and training an analyst to take over work at the end of the engagement

A distributor of beauty products engaged Sapling to help consolidate their sales transactions across multiple business units and multiple data sources into one consolidated Datacube, from which they could run various data cuts to assist the sell-side due diligence preparation

An insurance company approached Sapling to develop Power BI dashboards to help keep track of the policies they sell and customer retention

A healthcare firm hired Sapling to design and develop a user-friendly visualization tool which helps in tracking the firm’s overall performance

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...

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...