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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…

Apex Leaders Drives Skylark’s Marketplace Optimization Deal

3 Min Read

Skylark Private Equity had a promising target in their sights within the Marketplace Optimization space. With a company already under LOI, they needed to move quickly. However, the complexities of…

Board Search Places Two Senior Executives in Staffing Firm

< 1 Min Read

An Apex Leaders’ client owned an established staffing company platform and had recently added a smaller Recruitment Process Outsourcing (RPO) company. Given the recent add on, the company wanted to…

Obsolete Electronics Reseller

2 Min Read

Our client was interested in acquiring an electronic component distributor who focused on end of life or obsolete technology. They sold into healthcare, industrial, and telecom spaces, and had authorized…

Private Equity CEO Placement Spurs 400% Company Growth

2 Min Read

Apex Leaders’ client wanted to evaluate a regionally-known court reporting company with strong growth potential. Initially, the client sought to speak with advisors who could diligence the opportunity and, potentially,…

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…

Cybersecurity Executives Validate Dark Web Investment for Client

2 Min Read

Only 4 percent of the Internet is viewable from a Google search; the rest is part of the dark web where information like credit card numbers and bank statements are…

Forensic Engineering Sector Thesis Leads to Key Acquisition

2 Min Read

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…

Ed-Tech: Online Proctoring Software

< 1 Min Read

Our client was, for the first time, evaluating a provider of online proctoring software for higher education and corporate clients. To feel comfortable moving the deal forward, they specifically needed…

IT Due Diligence: Positioning PE Firm as Preferred Buyer

2 Min Read

CIVC Partners has a strong track record when it comes to investments in the IT Services space. Their portfolio includes companies that perform IT managed services, digital engineering, cybersecurity, and…

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…

Due Diligence Consulting: Insights for Investing in Dark Web Firms

2 Min Read

In today’s digital world, data is one of a company’s most valuable assets, making cyber attacks one of the most significant business threats. At Apex Leaders, we recognize that due…