Q4 North American M&A Market Outlook- September 19, 2022
At the start of 2022, dealmakers expected the M&A market to thrive after overcoming the economic issues created by COVID during 2020 and 2021. In fact, 2022 has been affected by various geopolitical issues such as the Russia-Ukraine war, supply chain challenges and rising...
Evaluating Counterparty Risk- September 13, 2022
Evaluating counterparty risk is a key component of any firms’ action plan when dealing with new clients. Whilst financial modelling and data analytics work is Sapling’s main area of expertise, risk assessment and mitigation remain a recurring topic on a variety of projects that...
Replacing Excel for KPI Analysis- June 1, 2022
As private equity firms are increasingly focused on adding value to portfolio companies, key performance indicators (“KPIs”) have been growing in importance. KPIs are quantitative measurements that allow users to continually assess a company’s performance; examples include Revenue per Client, Client Retention Rate, Customer...
Development of Local Government Resilient Microgrids- October 22, 2021
Sapling was recently quoted in a report on the development of local government resilient microgrids. This report describes a research project undertaken by the New Jersey Board of Public Utilities with funding from the United States Department of Energy.
The Excel Lambda Function for Financial Modelling- February 26, 2021
Excel has newly released the LAMBDA feature, currently only available for Excel ‘Insiders’ on Office 365. This new feature allows users to write their own custom Excel functions using normal Excel formula language. These new functions can then be referenced and re-used throughout the...
KPIs for Clinic Roll-Up- February 26, 2021
Capturing valuable data is more necessary than ever before for any business. Data is key to understanding business drivers that drive the operational and financial results of an organization. In order to capture data effectively and extract valuable insights, businesses/clinics, in this case, need...
Changing Finance Priorities during the COVID Era- November 12, 2020
key trends from CFOs and Finance leaders, including Improved FP&A relating to ESG information, Increased needs for data analytics and budgeting, Greater concern for data security.
APPrO: Financial modelling for IPPs increasingly powerful and accessible- September 12, 2020
key trends from CFOs and Finance leaders, including Improved FP&A relating to ESG information, Increased needs for data analytics and budgeting, Greater concern for data security.
Cross-Border M&A Modelling- December 14, 2019
The company was looking to expand their operations through the strategic purchase of a US-based entity with a price range of US$20-60M. Key to making the deal work and raising mezzanine debt financing was determining the right price without overpaying. They engaged Sapling to assist...
Appointment of Sapling Advisory Board- August 14, 2019
Sapling Financial Consultants Inc. is pleased to announce the appointment of an Advisory Board. The Board’s mandate is to provide strategic guidance and foresight to Sapling.
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