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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.

Commercial Roofing Services: Validating Market Trends for Acquisition

3 Min Read

For private equity firms exploring acquisitions in specialized sectors, a granular understanding of market dynamics and competitive positioning is paramount. A private equity firm was evaluating the acquisition of a…

Seeking an Executive Board Placement for National Facility Services Business

3 Min Read

Our client, Saw Mill Capital, knew that executive board placement for their PE firm was critical to advancing the growth goals for their portfolio company, Rasa Floors—a flooring replacement company…

Expert Insights on PPE Regulations Drive Key Deal

< 1 Min Read

A client sought Apex Leaders’ assistance on a proprietary deal for an investment in an apparel company that makes protective gloves. As part of their private equity due diligence, they…

Sector Thesis Case Study: Cloud IT Services

2 Min Read

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…

Apex Supports Glassware Manufacturing Turnaround Deal

2 Min Read

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,…

PE Due Diligence in the EOL Component Market

3 Min Read

Establishing strong and enduring partnerships with seasoned industry experts is essential for the success of platform investments, both during PE due diligence and post-close. This strategy was implemented when one…

Establishing long-term partnership for Aerospace MRO Private Equity Investment

3 Min Read

Building strong and lasting relationships with private equity advisors is crucial for successful platform investments, both prior to and after closing. This approach was put into action when one of…

Is a Waste Management Private Equity Deal Worth It?

2 Min Read

San Francisco-based Gryphon Investors came to Apex Leaders last year with a quandary. They had to decide whether a private equity investment in waste management was worth pursuing, but they…

Exploring Efficacy of Brand Marketing Workflow Software

< 1 Min Read

Our private equity client was in the IOI phase of an investment in a rapidly growing software company providing marketing workflow collaboration to high-end brands. As part of their private…

Lender Insurance’s Changing Regulatory Landscape

2 Min Read

Our client was interested in pursuing an investment in the lender-placed insurance market. Recent regulations had been established, but many industry experts believed that they had not gone far enough….

Seeking Specialized Mining & Industrials Insight

2 Min Read

In a closely fought competition, American Industrial Partners acquires a company for $1.23 billion, a record sale for the firm. Our private equity client American Industrial Partners (AIP) was weighing…