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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.

Finding the Right Fit with Board Member Search Firms

2 Min Read

L2 Capital, a family office with decades of experience investing in and growing lower middle market companies, needed to find a board member for their recently acquired portfolio company, Ecotone,…

How an Expertise Consultant Helped Solve Supply Chain Issues

2 Min Read

Apex’s client, a lower middle market private equity (PE) firm, approached Apex for help with a microchip shortage affecting its portfolio company, a leader in quick-turn PCBA and on-demand manufacturing….

PE Portfolio Management: Flexible PVC Market Expansion

3 Min Read

For our private equity client, we provided industry expertise that advanced the plateauing sales performance within their PE portfolio management strategy for the flexible PVC division In an industrial industry…

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…

Why Private Equity Trusts Board of Directors Headhunters

2 Min Read

Our private equity client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a new board member to help them navigate…

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….

Assessing Underperformance in Saw Mills Portfolio

2 Min Read

In spite of a growing housing market, a private equity-owned saw manufacturer in the U.S. Pacific Northwest was reporting low sales performance. Executive management attributed the cause to dwindling production…

How to Maximize Deal Confidence with Expert Network Services

2 Min Read

A New York-based private equity firm, wanted to invest in the multi-site dermatology industry. They had invested in the physical therapy space and wanted to recreate that success. They noticed…

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…