Events

Event Description: Sapling is thrilled to be a sponsor of the 2026 ACG NY 18th Annual Healthcare Conference, taking place on March 31, 2026 at the iconic Metropolitan Club in New York City. This premier event convenes more than 400 influential leaders from across the...

Event Description: Sapling Financial Consultants was proud to sponsor the 2026 Texas ACG Capital Connection, a premier middle‑market M&A and capital event held March 4–5, 2026 at The Star in Frisco, TX. Now in its 22nd year, the Texas Capital Connection drew over 1,200 attendees...

Kick off the first day of M&A South 2026 with an exclusive evening of networking and cocktails, hosted in collaboration with Wyche Law Firm at Ted's Montana Grill—just a few minutes away from the conference. Connect with industry leaders and explore new opportunities. We look...

Topic: From Aligning Deal Teams and Value Creation Through FP&A and BI Sapling is partnering with AFP Toronto for our first FP&A webinar. This webinar is designed for finance professionals focused on driving value from acquisitions and roll-ups. Learn how FP&A and business intelligence can...

Topic: From Data to AI - Building the Foundations for Smarter Business Decisions Sapling is partnering with the Chartered Business Valuators Institute (CBV Institute) for an upcoming webinar. Join Kevin Zhao, CPA, CFA, Senior Engagement Manager and Santiago Munera, Consultant, at Sapling Financial Consultants as...

Event Description: Sapling Financial Consultants was proud to sponsor the SCF Gathering Session – January 2026, a one-day event held on January 13. The session featured a Limited Partner (LP) Panel Discussion, bringing together experienced LPs to share insights on capital allocation, investment strategy, and...

Event Description: Sapling Financial Consultants was proud to sponsor M&A SOUTH, a live event that brought together intermediaries, corporate development leaders, accountants, lawyers, senior lenders, and other deal-makers. The event provided a valuable opportunity to connect with leading private equity and mezzanine capital providers. With...

Topic: From Data to AI - Building the Foundations for Smarter Business Decisions A company’s biggest asset today is its data but without the right infrastructure, that asset often goes underutilized or even wasted. While every organization wants to talk about Artificial Intelligence (AI), the...

Topic: Managing Internal and External Factors Affecting M&A Transactions Company valuations are influenced by a range of internal and external factors, some within a company’s control, others shaped by broader market conditions. This session will explore how these elements impact transaction multiples and, ultimately, company...

Topic: Due Diligence with Data Analytics: From Surface Metrics to Real Insights In this session, we’ll demonstrate how data analytics can elevate the due diligence process by uncovering the deeper drivers behind business performance, beyond surface-level metrics. Through real-world client examples, we’ll show how advanced...