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.
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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…
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Nurturing long-term partnerships with advisors before, during and after closing is often key to a successful private equity investment thesis. We drew on this strategy when one of our clients…
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Narrowing a broad investment thesis often requires several trustworthy advisors. When our client approached us with a general interest in the home services industry, Apex Leaders was eager to help…
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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,…
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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….
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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…
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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.
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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…
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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…
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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…