Helping You Grow
Who We Work For
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Private Equity Firms

Sapling works closely with PE firms on due diligence and FP&A and BI initiatives post-close...

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CFOs

Sapling offers interim FP&A, BI and financial modelling services to mid-market companies...

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Entrepreneurs

When it comes to raising capital, Sapling can help you tell your story in a way that delivers maximum impact...

solar and wind farms
Electricity Developers

Sapling Financial Consultants helps electricity developers to land new clients, develop profitable projects...

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Restructuring & Insolvency

Sapling delivers best-in-class financial models and analyses to support turnarounds...

Behavioural Healthcare Services

Automotive Manufacturing & Distribution

Veterinary Clinics Operator

Abu Dhabi Investment Authority

Infrastructure & Technical Services

Investment Management

Private Equity

Investment Bank

Body Art Industry

Trivest Partners

Equity Investment Firm

Brewery & Beverage Partner

Clairvest Equity Partners

biotechnology

Waste & Carbon Utilization

Backyard Climate Housing

biotechnology

Regenerative Medicine & Gene Therapy

Metal Recycling

Capital Raise Platform

Custom desserts manufacturing, wholesale, and retail industry

Construction Equipment Rental

Storm & Waste Water Management

Investment Bank

Authorized Electronics Ditributor

Food & Beverages

Gas Pipeline Safety & Compliance

Independent Sponsor

Investment Bank

Diabetes & Endocrinology Care Provider

Equipment Rental

Sagard Private Equity Canada

Hotel Development

Renewable Energy Developer

Cell Phone Repairs

Logistics & 3PL

Dental Support Organization

Food & Beverages

Business Interior Services

Financial Management Services for Long-Term Care

clean energy

Independent Sponsor

Emissions Reduction

Private Capital Markets Dealer

Dietary Supplements

Re-refinery

Private Equity

Medical Records Management

Technology

Investment Banking

Investment Bank

IVF & Prenatal Care Services

Industrial Machinery Manufacturing

Wire & Cable Solutions Manufacturing & Distribution

Audax Private Equity

Insurance Agency

Independent Sponsor

Urban Redevelopment

Family Office

About Us
We Live for A+

Our clients don’t settle for average, and neither do we. From insights to execution, we strive to be your most trusted, high-performing partner.
We are a management consulting firm serving businesses across North America since 2015. Our focus is delivering top-tier solutions in financial modeling and reporting, due diligence, business intelligence and data analytics, empowering companies to grow and thrive—just like a Sapling flourishing into a strong tree.

What We Do
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Financial Model Build
Financial Analysis

We help businesses build professional financial models that assist with decision making and long-term strategy...

Happy Business Woman Using Laptop Computer In The Office
Power BI Dashboarding
Data Analytics

We will help your business to digitally transform your planning and reporting capabilities, by bridging the gap between finance and IT...

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Quality of Earnings
Due Diligence

We specialize in Quality of Earnings (QoE) reports, which provide a comprehensive analysis of a company's financial performance...

Analyzing Project Statistics
Operating Tool Enhancement
Financial Analysis

We help businesses upgrade key spreadsheets that underpin operations, and ensure our clients...

Hard working business team
Excel Reporting Pack
Financial Analysis

We help businesses build Excel-based reporting packs that contain all required financial reporting...

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Automation
Data Analytics

We help businesses automate boring and repetitive tasks that can be a key value creation lever...

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Data Analytics
Due Diligence

Our team specializes in analyzing data, including sales transactions, ERP, CRM, accounting systems, and more...

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Interim FP&A
Outsourced Modelling & FP&A

We provide an interim team member to support your business during times of bandwidth constraints...

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Outsourced Buy-Side Modeling
Outsourced Modelling & FP&A

We provide smaller PE firms with the option of "renting" one of our team members to support...

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Investor Relations

Our services are designed to support the financial aspects, research and communications aspects of IR...

What Our Clients Say
“The aspect of your services I value the most is your in-depth knowledge and expertise.”
Nick A. Iozzo & John Kourtoff
CEO, Purus Power Corporation & CEO, Purus Power Technologies
Puruspower logo
“The aspect of your services I value the most is your in-depth knowledge and expertise.”
Nick A. Iozzo & John Kourtoff
CEO, Purus Power Corporation & CEO, Purus Power Technologies
Puruspower logo
“Duke has partnered with Sapling on numerous projects, including Due Diligence, Financial Analysis and Model Building. Sapling is a highly collaborative team, receptive to feedback and works seamlessly with management. Their products are always detailed, user-friendly, and delivered efficiently.”
Tommy Stamadianos
Associate, Duke Capital
Duke Capital
“Duke has partnered with Sapling on numerous projects, including Due Diligence, Financial Analysis and Model Building. Sapling is a highly collaborative team, receptive to feedback and works seamlessly with management. Their products are always detailed, user-friendly, and delivered efficiently.”
Tommy Stamadianos
Associate, Duke Capital
Duke Capital
“Very detailed and professional work with enthusiastic, engaged consultants.”
Janice Harrington, ICD.D
Chief Operating Officer, RECA
Janice - RECA
“Very detailed and professional work with enthusiastic, engaged consultants.”
Janice Harrington, ICD.D
Chief Operating Officer, RECA
Janice - RECA
“Expertise, responsiveness, and customer service—we truly enjoy and appreciate working with the Sapling team. Keep it up!”
Vince Gallo, CPA, CGA
Partner, The Taligent Group Inc.
The Taligent Group Logo
“Expertise, responsiveness, and customer service—we truly enjoy and appreciate working with the Sapling team. Keep it up!”
Vince Gallo, CPA, CGA
Partner, The Taligent Group Inc.
The Taligent Group Logo
“Fast and proactive communication and flexibility as the project progresses and needs change. Great service and have been really happy with work done in the past.”
Jeffrey McCain
Founder & President, Woodward Capital
Jeffery McCain
“Fast and proactive communication and flexibility as the project progresses and needs change. Great service and have been really happy with work done in the past.”
Jeffrey McCain
Founder & President, Woodward Capital
Jeffery McCain
“I’ve had the pleasure of working with the Sapling team at a few different points over the past two years. They take a thoughtful, solution-oriented approach to client needs and are a pleasure to work with. In one case, Sapling’s consultants jumped into the post-implementation phase of a project they hadn’t originally been involved with. They did a masterful job helping us navigate that transition, both technically and in terms of day-to-day engagement with the business. Their ability to get up to speed quickly while I was establishing a new internal cadence with our teams, made a real impact”
Lior Scheinbach
Sr Director – Business Finance, Trexon
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“I’ve had the pleasure of working with the Sapling team at a few different points over the past two years. They take a thoughtful, solution-oriented approach to client needs and are a pleasure to work with. In one case, Sapling’s consultants jumped into the post-implementation phase of a project they hadn’t originally been involved with. They did a masterful job helping us navigate that transition, both technically and in terms of day-to-day engagement with the business. Their ability to get up to speed quickly while I was establishing a new internal cadence with our teams, made a real impact”
Lior Scheinbach
Sr Director – Business Finance, Trexon
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Who We Are

We are a proudly Made in Canada management consulting firm founded in 2015. We started in Toronto and are now working with businesses throughout North America to help them make better decisions using financial modeling, data analytics, and due diligence. Our Canadian values are at the heart of what we do, and we bring the qualities of hard-work, honesty, courtesy, and cooperation into every client interaction – unless of course, you want to challenge us to a hockey game – then all bets are off!

Rob-Hong
Rob Hong, CFA MFin
Co-Founder & CEO
Andreea-Lupascu
Andreea Lupascu, PhD
Co-Founder & Partner
Dave-O'Brien
Dave O’Brien, CPA MFin
Senior Engagement Manager
Kevin Zhao
Kevin Zhao, CPA, CFA
Senior Engagement Manager
Greg Lloyd
Greg Lloyd
Advisor
Tyler Grube
Tyler Grube
Consultant
Ali-Rezaei
Ali Rezaei
Consultant
Thomas Xu
Thomas Xu
Consultant
Sakif Mostafa
Sakif Mostafa, MFE
Senior Analyst
Russel Ma
Russell Ma
Senior Analyst
Nargol Lotfizadeh, M.Sc.
Nargol Lotfizadeh, M.Sc.
Senior Analyst
Mark Van Schepen
Mark Van Schepen
Analyst
Wendi Chen
Wendi Chen
Analyst
Ethan Kelly
Ethan Kelly
Analyst
Mark Anthony
Mark Anthony Drmac, MSc
Analyst
Dan Rudanycz
Dan Rudanycz
Financial Modelling and Due Diligence Co-op
Amtoj Mundi
Amtoj Mundi
Financial Modelling and Due Diligence Co-op
Sahej Sodhi
Sahej Sodhi
Business Intelligence and Data Analytics Co-op
Awards & Recognition

Our focus has always been on creating value for our clients, and these recognitions celebrate our commitment to exceptional growth and service in financial consulting. We continually push boundaries to deliver best-in-class solutions that drive client success.

G&M Report on Business 2025 winner
CTGC 2024 WINNER
SME National business awards
Ragan's workplace wellness awards 2025
Resources

A wealth of information and insights from our team of professional financial consultants providing you with valuable insights and practical advice to help you succeed.

  • How Outsourced PE Associates Strengthen Deal Execution and Value Creation
    • February 5, 2026
    • Thomas Xu

    During recent years, lower interest rates during COVID have stimulated the buyout industry, leading to an increase in private capital investment. Investment analyses are typically conducted by private equity associates. On a typical day, a PE associate may review confidential information memorandums (CIMs) and...

  • using a tablet
    ERP to Accounting System Reconciliation Automation
    • January 2, 2026

    A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.

Ready to Work with Sapling?

We deliver best-in-class financial consulting services so you can make better decisions for your business.

Want to Join Our Team of Financial Consultants?

Bring your expertise to help businesses optimize their financial operations. We value passion, competence, and hard work, and offer a dynamic and challenging work environment that rewards creativity and innovation. If you’re looking for an opportunity to make a meaningful impact and grow your career, we’d love to hear from you.

BI Dashboard

Our team specializes in building out Key Performance Indicators (KPI) reporting dashboards that offer real-time insights into key business metrics, helping you make informed decisions faster.