A startup with a product designed to enhance wind farm efficiency had signed a large, multi-year deal with a potential strategic that was looking at making a temporary majority investment
We built out a detailed financial model showing the roll out of the product at several different wind farms over time. Important aspects of the model included (a) workload, resulting in staffing changes, and (b) working capital, requiring additional investing rounds
The model was used to support the company’s valuation in discussions with the strategic investor as well as hiring plans and product pricing (as the strategic was requesting a discount on the product)
We used the model to negotiate aggressively with the strategic. Their initial “bully bid” investment offer gave way to a more realistic, reasonable offer that will support the company as it grows to serve many more wind farm operators
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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