Case Studies

A government agency hired Sapling to provide an independent, third-party review and due diligence of loan applications above $1M submitted by small and medium-sized businesses

A growing investment manager with a large, cross-country sales team was struggling to track and approve expenses in a timely manner. Moreover, their existing, spreadsheet-based system provided little insight into cost savings opportunities. They approached us to assist with developing and/or implementing a solution

The company engaged us to assist with restructuring an existing model and building out additional functionality. The client was in the process of reaching out to prospective investors and needed an improved, investor ready model for presentation and internal reporting

The company was looking to better extract insights from multiple sales channels across a broad range of product lines for both Wholesale and DTC e-commerce customers

A nursing home corporation was looking to re-develop their facility, through combined funding  from municipal and government sources. They hired BDO to build a financial model to aid the company evaluate the most optimal approach of funding the construction project: receiving a lump sum from...

A multinational mining company used Sapling’s analytics and financial modelling services in a negotiation process with a government regarding the taxes that the company owned to the province, based on sales of metal assays done to third party vendors

An electricity transmission operator is launching a new project that will require a significant capex to move electricity from a low-cost to a high-cost jurisdiction. They approached Sapling to build a financial model to assist with (a) pricing the transmission, and (b) obtaining financing

Sapling was approached by a buy-out firm. The company was looking for a streamlined quality of earnings/due diligence report to assist in assessing the business opportunity

A private equity firm specializing in food companies and the agricultural sector approached Sapling for assistance on a few ongoing projects. The client had existing detailed operational based models for a few potential companies they were looking to invest in and were looking for Sapling...

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...