Case Studies

An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.

The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.

Sapling was approached by a supplement distributor to automate the processes between their online order system and accounting system and eliminate the manual aspects of the workflow.

A growing storm and wastewater infrastructure business was looking at enhancing their business intelligence capabilities and engaged us to  assess their current systems and processes for contract and revenue management and design a roadmap for a new Business Intelligence System to better integrate their processes.

The company was looking to better extract insights from multiple existing data warehouses, and a KPI reporting dashboard to produce operations and management reports on an automated basis, with the data changes populated daily.

Sapling prepared detailed valuation reports for two dental practices, each with revenues of approximately $1 million/year, to assist the principals with decision-making regarding the future of their respective practices

A startup with a product designed to enhance wind farm efficiency had signed a large, multi-year deal with a potential strategic that was looking at making a temporary majority investment

A private equity group was looking to purchase a mid-tier mining company financed with a combination of debt, equity and a streaming facility, and then merge it with another company in an all-stock deal to create a diversified producer. The total deal approached $1B

Sapling was approached by a grower and producer of fish products in North America in order to value their biological fish assets. The client was looking to gain new investors, and required financial statements showing the value of growing assets in an IFRS compliant manner

Sapling to build a company model for strategy and financing purposes, as well as business cases for A start-up focusing on the travel industry engaged their most important partners