Events

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...

Event Description: We are proud to sponsor ACG Toronto’s Capital Connection 2025. As Canada’s largest and longest-running mid-market private equity and M&A conference, Capital Connection brings together industry leaders from across North America for two days of dealmaking, thought leadership, and networking. Highlights include the...

Event Description: Sapling Financial Consultants was proud to sponsor ACG Atlanta’s DealSource 2025 at Truist Park. This premier event brought together investment banks, private equity firms, and select lenders for pre-scheduled, firm-to-firm meetings, creating valuable opportunities for networking and deal-making. The day concluded with a...

Event Description: We’re proud to sponsor the 2025 ACG Great Lakes Capital Connection® (GLCC) — one of the Midwest's premier deal-making events. This annual gathering brings together middle-market M&A professionals, private equity leaders, and business executives for unmatched networking and deal flow opportunities. Hosted in...

Event Description: Sapling Financial Consultants is pleased to host an exclusive webinar in collaboration with members of FEI Canada’s Toronto Chapter. Join us for a practical session exploring how CFOs can optimize their tech stacks, reduce costs, and drive greater efficiency as part of...