Sapling Financial Consultants expands into US with Atlanta office

Sapling Financial Consultants, a Toronto-based financial consulting firm, has expanded its physical presence into the United States with the opening of a satellite office in Atlanta, Georgia.

The boutique firm says it established a client footprint in Atlanta in 2021. Sapling provides financial modeling, due diligence, and data analytics consulting to mid-market private equity firms and their portfolio companies, as well as to boutique investment banks and entrepreneurs.

“For five years, we have been actively engaging in the thriving American Southeast market and opening our first US office is a natural next step in our firm’s growth. Atlanta stands out for its connectivity, talent and business climate. As demand grows across private equity and mid-market sectors, this move brings us closer to clients,” said Rob Hong, co-founder and CEO of Sapling Financial Consultants.

Sapling also announced two new hires in its Toronto and Atlanta offices.

Thomas Quinn (Atlanta) has joined the firm as a business development associate to help grow the new office’s client base. He previously held sales and business development roles at Netwrix Corporation and Coyote Logistics.

Stefan Mioc (Toronto) has joined as a senior engagement manager. He previously spent over five years at Doane Grant Thornton, where he was an associate director in the transactions group supporting mid-market clients with M&A, valuations, and capital strategy.

Founded in 2015, Sapling has a team of 28 professionals, according to its website. The firm earlier this year hired Kevin Zhao as a senior engagement manager and Greg Lloyd as an advisor, and promoted Dave O’Brien to senior engagement manager.