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 a strategic milestone, as over 70% of Sapling's clients are from the U.S.

Strategic hires drive growth
Helping drive this expansion is Thomas Quinn, Business Development Associate¹, a sharp connector and strategic lead based in Atlanta. Quinn is known for turning smart connections into growth, bringing a relationship-first mindset and a strong track record to Sapling.

Back in Toronto, the hiring of Stefan Mioc, MBA, CBV, adds depth to the team with his expertise in M&A, valuations and capital strategy. Mioc joins as a Senior Engagement Manager, bringing over five years of experience from Doane Grant Thornton, where he was an Associate Director in the Transactions group advising mid-market clients across various industries.

As one of the fastest-growing metropolitan cities in the U.S., Atlanta is an ideal location for Sapling's U.S. operations. Its status as a major air hub and a strong presence of Fortune 500 companies are part of its appeal. The city also boasts a growing talent pool in sectors such as finance, technology, and analytics, further positioning Sapling for growth in this market.

"For five years, we have been actively engaging in the thriving American Southeast market and opening our first U.S. 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," says Rob Hong, co-founder and CEO of Sapling Financial Consultants. "With a highly skilled and dedicated team, we work seamlessly to provide our clients with tailored solutions to make informed financial decisions. This is more important than ever in the current economic climate."

Having been an active member of Atlanta's business community for several years, Sapling has proudly sponsored the ACG M&A South conference since 2020. The firm has developed a strong appreciation for the city and its dynamic investment landscape. Sapling will offer its high-quality services to clients navigating complex financial decisions, providing tailored solutions through its core offerings.