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 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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