• 100 Sheppard Avenue East, Suite 860, North York, ON, M2N 6N5
Areas of Expertise
  • Financial Modelling and Analysis
  • Data Analytics
  • Business Valuations
  • Due Diligence
  • Equity Research
  • Python for Finance and VBA
Education
  • BA – Wilfrid Laurier University
  • FMVA – Corporate Finance Institute
  • CPA Charterholder
  • MFin – Wilfrid Laurier University

Dave is a Chartered Professional Accountant and a Consultant with Sapling. Upon graduating from undergraduate studies at Wilfrid Laurier University, he worked for four years at a mid-size accounting firm. His time in public accounting gave him exposure to numerous companies in diverse industries, and a keen eye for analyzing financial statements. After cutting his teeth in public accounting, Dave furthered his education by completing a Master of Finance degree at Wilfrid Laurier University, to complement his background.

With Sapling, Dave has helped grow the diligence practice, overseeing the preparation of Quality of Earnings reports for mid-market transactions in industries ranging from healthcare to aviation. As part of due diligence engagements, Dave Leverages his background in accounting to understand the earnings of a company, and go deeper than internal or accountant-prepared financial statements. Additionally, Dave has experience in operational and budget modelling, valuations, and data analytics.

During his spare time, Dave is an avid sports fan, cyclist, reader, and enjoys learning about Canadian history.

Let’s Talk
  • Our Webinars on Financial Due Diligence in Uncertain Markets
    • September 27, 2024
    • October 8, 2024 - October 9, 2024

    Register Now! Secure your spot by clicking the links below: Sell-side Financial Due Diligence in Uncertain Market Conditions (Oct 8 at 12P-1PM EST) Host: Dave O’Brien, CPA MFin, Engagement Manager Guest Speaker: Timothy Barney, Managing Director, Bentley Associates L.P. Buy-side Financial Due Diligence in Uncertain...

  • Sapling Financial Consultants named one of Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine
    • September 27, 2024

    Toronto, ON, September 27, 2024 — Sapling Financial Consultants, the boutique financial consulting firm filling a market gap with lower mid-market private equity firms and their portfolio companies, as well as boutique investment banks and entrepreneurs, announced today it has been named one of...

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.