Case Studies

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...

A private equity firm based in the US contacted Sapling to generate a custom LBO model template, which could be reused over the course of a few years. Given the small size of the firm, the company wanted the model so they did not have...

Sapling was engaged to build a five-year model with the forecasted growth and other variable factors, including synergy initiatives planned for the group companies for internal restructuring. The model involved multiple revenue lines, cost factors, their seasonality and synergy benefits for various planned initiatives, including...

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 sustainable food and agricultural company in North America had previously engaged Sapling to develop an in-depth financial model outlining the operational and return metrics of opening a new farm. Following this, Sapling was re-engaged to build a Monte Carlo (MC) model simulating the return...

The company was looking for a way to view their data gathered by Microsoft Dynamics on a tabular report comparing the current month sales against the previous month

The firm approached Sapling to assist in maintaining and improving their internal financial model for a target company they were intending to purchase. While the private-equity firm had multiple strategic partners who brought a breadth of experience in different industries, they did not have an internal associate...

Sapling was engaged to build an activity-based costing (“ABC”) model for the purposes of better understanding the client's cost drivers at a SKU and customer level. While the client had an internal finance team and an operating ERP system, their systems did not provide insight...