• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Financial Due Diligence
  • LBO Modelling
  • Business Valuations
Education
  • Bachelor of Business Administration at Wilfrid Laurier University

Dan is a co-op student at Sapling supporting the Financial Modelling and Due Diligence team. He brings a diverse background from previous roles in Marketing and Business Development at Sapling, as well as experience in M&A Insurance and Private Equity from other firms. His previous roles have provided him with extensive knowledge surrounding the entire deal process along with strong LBO modelling, valuations and in-depth expertise in a few select industries (Food, Legal Services). Dan aims to utilize these experiences to provide an additional perspective on matters and contribute to excellent services for clients.

Dan is one term away from completion of his Bachelor of Business Administration with a Finance Concentration at Wilfrid Laurier University. Outside of work, he enjoys playing Ultimate Frisbee, Rock Climbing, and trying out new fried chicken sandwiches.

Let’s Talk
  • man counting pennies
    Cash flow management for Private Equity and Portcos
    • March 21, 2026

    Many companies do not fail from a lack of profitability—they fail when they run out of cash. In fact, businesses can operate for a long time without being profitable but will collapse the moment their cash reserves are depleted. Effective cash flow management is...

  • Office desk work with coffee cup
    Aligning Buyer And Seller Expectations: The Role Of Working Capital Pegs In M&A
    • March 19, 2026

    When buying or selling a business, managing working capital is crucial for a successful deal. One important tool in this process is the working capital peg (“peg”) —a mutually agreed target level of working capital between the buyer and seller. The peg is essential...

Why Sapling?

Sapling offers specialized financial and analytic tools designed for scaling companies, aiming to foster growth through strategic decision-making. We work tirelessly to provide you with reliable and timeless financial solutions that positively impact your goals.