Sapling Financial Consultants Inc.

Recent News

Sapling Financial Consultants Celebrates the Opening of Its First U.S. Office in Atlanta

Atlanta, Georgia and Toronto, Ontario--(Newsfile Corp. - June 23, 2025) - Sapling Financial Consultants Inc., a Toronto-based boutique financial consulting firm, has opened its first U.S. satellite office in Atlanta, Georgia. Having established its client footprint in Atlanta in 2021, Sapling serves private equity firms, investment banks, search funds, independent sponsors and mid-market companies.In a year marked by sluggish M&A activity and economic friction between Canada and the U.S., Sapling is investing in deeper, long-term relationships. The Atlanta office marks...

2025-06-23 8:00 AM EDT

Sapling Financial Consultants Launches Green Shoots M&A Index

Toronto, Ontario--(Newsfile Corp. - June 12, 2025) - Sapling Financial Consultants has released its first Green Shoots M&A Index for Canada and the U.S., a data-driven model that predicts North American M&A trends. The index reveals a rebound in U.S. deal flow, positioning Canadian M&A activity to follow suit, with the model forecasting growth in June.In Canada, the Green Shoots M&A Index landed at 'Sprout' with a predictive value of 44 out of 100, suggesting a stable M&A environment with...

2025-06-12 5:42 PM EDT

Sapling Financial Consultants Announces Recent Hires and Promotions

Toronto, Ontario--(Newsfile Corp. - February 10, 2025) - Sapling Financial Consultants Inc., a boutique financial consulting firm specializing in serving mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, announces the appointment of Kevin Zhao as senior engagement manager, Greg Lloyd as an advisor and the promotion of Dave O'Brien to senior engagement manager. With over six years of experience at Big 4 firms, Kevin specializes in assurance and transaction services. Kevin joins Sapling following a four-year...

2025-02-10 9:06 AM EST

Sapling Financial Consultants Report Reveals 31% of Canada's Economy Is Shielded by Lack of Competition

Toronto, Ontario--(Newsfile Corp. - December 5, 2024) - Sapling Financial Consultants announces release of new report, Canada's M&A Market Set for Growth Amidst Competition Barriers in Key Sectors, led by senior analyst Santiago Munera. The report reveals restrictions on competition are shielding one out of every three dollars of economic activity in Canada. The report uncovers the implications of increased deal-making in sectors sheltered from competition and forecasts increased M&A activity in 2025, which will spur innovation, lower consumer costs and...

2024-12-05 10:23 AM EST

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