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 they equip Chartered Business Valuators with the knowledge to navigate the world of private equity transactions. Drawing on experience with PE-backed deals, this webinar will explore how private equity firms structure investments to maximize returns, and why understanding these topics is critical for accurate valuations.
Attendees will gain insight into the PE mindset, deal structuring techniques, including leveraged buyouts, capital structure components, and waterfall distributions, and how these variables influence valuation outcomes. Stefan and Kevin will also discuss exit strategies, timing considerations, and practical tools CBVs can apply when modeling PE capital structures.
Date: January 21, 2026
Time: 12:00 PM – 1:00 PM
Speakers:
