Sapling was engaged by an automated material-handling technology company, as part of a search fund acquisition process, to conduct a QoE analysis ahead of a potential acquisition. The work validated historical earnings, assessed recurring revenue quality, and identified key financial drivers critical for valuation and investment decisions.
We normalized EBITDA and identified one-time adjustments while validating results through detailed cash, revenue, and P&L reconciliations. This provided investors with confidence in earnings quality and an accurate foundation for valuation discussions.
We analyzed revenue, costs, and margins by segment to reveal recurring revenue strength and key performance drivers. Our findings helped investors assess growth sustainability and pinpoint the factors most likely to influence future profitability.
We assisted with calculating the adjusted net working capital peg to inform negotiations with the seller. The business took a large up-front deposit on jobs, and had negative working capital.
A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.
A specialty finance lender hired Sapling to deliver a Field Exam Report and corresponding Exam Workbook for a specific client.
