CLIENT: Health & Wellnessrollup

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 focusing on the modelling and requested our out-sourced buy-side modelling services

Doctor nutritionist with fruits and vegetable
Key Insights

Our team was able to identify issues that existed in the model and suggest changes, build more extensive reporting, and make adjustments to improve the model functionality

Although the existing model produced basic insights such as exit multiples and IRR, it became apparent that lenders required more granular information, such as a capitalization table by investor and by exit timeline

Based on the expedited and constantly changing nature of the deal, we were able to turn various changes around within the same day. Additionally, to facilitate the sharing of the model with users with non-excel backgrounds, each model output was shared in a PDF format

EXAMPLE: OUTPUT CAPITALIZATION AND RETURN TABLES​
9 EXAMPLE OUTPUT CAPITALIZATION AND RETURN TABLES​
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