Skip to main content
Business team meeting and woman leader, depicting an expert network company's case studies and strategies.

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.

Pivoting Investment Thesis Based on Advisor Knowledge

3 Min Read

A private equity firm was evaluating an investment in a specialized manufacturing and installation business. A key challenge for the private equity firm was the target company’s regional focus; the…

Functional Foods Ingredients Market: A Value Chain Deep Dive

2 Min Read

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…

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…

Home Services Roll-Up

2 Min Read

Our client presented us with a broad investment thesis—they had interest in the home services industry for a potential platform investment. Ideally they wanted to identify a backable CEO candidate…

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…

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…

Industry Insights and Validating Brand Reputation in Produce

< 1 Min Read

Our client was interested in acquiring an upscale fresh produce distributor. The client leveraged our team at Apex Leaders, an expert network that specializes in private equity, to gain insights…

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…

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…

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,…