Private Equity

The last decade marked an unprecedented success for private equity, with more money being raised, invested, and distributed back to investors than in any period in the industry’s history.

Success draws intense competition, which has produced several challenges for PE deal makers, such as high deal multiples, a dearth of attractive targets, and stiff competition from corporate buyers.

In this highly competitive environment, the best returns are achieved by GPs that focus on both due diligence when evaluating platform/add-on acquisitions and on value creation, working closely with their portfolio companies.

Sapling works closely with PE firms to offer due diligence services in the form of (a) QoE Reports and (b) data ‘slice and dice’ for private M&A situations, and (c) financial modelling of new investments, and follow-on financing deals. Our due diligence services are offered with quick-turnaround and priced affordably for the lower-middle market.

Sapling also assists in value creation at the portfolio company level. Finding the best team to deliver against a value creation plan is always challenging for PE firms.

We assist GPs with mission critical projects in the post-close process, working on key Finance projects, covering data analytics (Power BI dashboarding, data warehousing, KPI formulation, customer lifetime value analysis), custom-tool development (internal financial models, pricing tools, scheduling tools, etc.), and automation of repetitive tasks.

We create processes, systems and tools that can be used by the Finance team on an ongoing basis, or that can be updated continuously by our consultants, depending on the client’s preference.