Case Studies
We pride ourselves in broad coverage and deep experience, earning some of the highest client satisfaction ratings in the industry as we go beyond an expert network company.
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Building on a successful initial partnership, a leading provider of staffing solutions in the long-term care sector re-engaged Apex Leaders through investment thesis work to further expand its understanding of…
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A tech-driven healthcare staffing firm, initially successful in the long-term care market, sought to expand its footprint into the acute care hospital sector. This strategic pivot required investment thesis research…
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A Chicago-based private equity firm, and long-time client of Apex Leaders, tasked us with building out a market map in the medical spa (medspa) sector. The Client asked Apex to…
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Encore Consumer Capital, a private equity firm with a growing interest in the functional food ingredients sector, sought to identify the most promising investment opportunities across the value chain. To…
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Our client’s Business Services team reached out to Apex Leaders for help with their sector thesis around cloud-based IT services. Their interest in this industry was due to secular tailwinds…
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Our client made numerous acquisitions in the legal process outsourcing space, but had not yet explored the digital forensics angle. The client started an investment thesis project to explore the…
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Our private equity client invests in distressed asset opportunities and wanted to investigate the landscape of publicly-traded and privately-held glassware manufacturing companies. With a surge in the number of breweries,…
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To execute a successful distressed asset turnaround investment strategy, it’s crucial to establish partnerships with executives and operators both during the private equity due diligence process and after closing. Our…
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As cloud-based storage gained prominence across industries, our client was eager to evaluate relevant investing opportunities. The technology seemed likely to provide a ripe opportunity for growth with companies transitioning…
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Nurturing long-term partnerships with advisors before, during and after closing is often key to a successful private equity investment thesis. We drew on this strategy when one of our clients…
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Narrowing a broad investment thesis often requires several trustworthy advisors. When our client approached us with a general interest in the home services industry, Apex Leaders was eager to help…
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Our client decided to invest after a lengthy sector thesis investigation and due diligence. In speaking with Apex Leaders’ advisors they were able to validate their investment thesis in the drone market early and identify an attractive target in a new tech sector.