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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.

Accelerating Digital Product Development for Private Equity Portfolio Management

4 Min Read

For private equity firms focused on value creation, enhancing portfolio companies through digital transformation is a key strategy. When Prairie Capital sought to significantly expand the reach and offerings of…

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…

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…

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,…

Why Top Private Equity Consulting Firms Are Key to Deal Success

3 Min Read

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…

Evaluating Investment Thesis with In-depth Information Technology Due Diligence

2 Min Read

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…

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…

Private Equity Consulting Firms: Guiding Drone Sector Entry

3 Min Read

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.

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…