Q4 North American M&A Market Outlook At the start of 2022, dealmakers expected the M&A market to thrive after overcoming the economic issues created by COVID during 2020 and 2021. In fact, 2022 has been affected by various geopolitical issues such as the Russia-Ukraine war, supply chain challenges and rising inflation and interest rates, all

Evaluating Counterparty Risk Evaluating counterparty risk is a key component of any firms’ action plan when dealing with new clients.  Whilst financial modelling and data analytics work is Sapling’s main area of expertise, risk assessment and mitigation remain a recurring topic on a variety of projects that have been undertaken. Counterparty risk evaluation varies from

Replacing Excel for KPI Analysis As private equity firms are increasingly focused on adding value to portfolio companies, key performance indicators (“KPIs”) have been growing in importance. KPIs are quantitative measurements that allow users to continually assess a company’s performance; examples include Revenue per Client, Client Retention Rate, Customer Acquisition Cost, etc. These KPIs are