• 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
  • Private Equity – What CBVs Should Know About PE Deal Structures
    • January 13, 2026
    • January 21, 2026

    Topic: From Data to AI - Building the Foundations for Smarter Business Decisions Sapling is partnering with the Chartered Business Valuators Institute (CBV Institute) for an upcoming webinar. Join Kevin Zhao, CPA, CFA, Senior Engagement Manager and Santiago Munera, Consultant, at Sapling Financial Consultants as...

  • SCF Gathering Session January 2026
    • January 5, 2026
    • January 13, 2026 - January 13, 2026

    Event Description: Sapling Financial Consultants was proud to sponsor the SCF Gathering Session – January 2026, a one-day event held on January 13. The session featured a Limited Partner (LP) Panel Discussion, bringing together experienced LPs to share insights on capital allocation, investment strategy, and...

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.