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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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…
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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…
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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…
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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,…
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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…
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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…
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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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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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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…
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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….